This section of the guide will show you how to interact with forms. For an overview of what forms are and how they work please click here.
As mentioned elsewhere in the guide, you have two options available to you for accessing Forms, 'Forms & Checklists' and 'Open Forms & Checklists'. Both menu options work in exactly the same way however the 'Open Forms & Checklists' menu will only show open forms. For the purposes of this guide we will use 'Forms & Checklists' however it will apply to both menu items.
Until you are more familiar with the system MMV would recommend you use 'Forms & Checklists' to view forms as it will contain all forms on the portal, ensuring none are missed.
Pro Tip: as you use the system 'Open Forms & Checklists' becomes a very valuable tool to easily see which critical forms, such as incidents and defects, need action.
To create a form go to 'Forms' - 'Forms & Checklists'. This page will provide a table and will show all forms that have been created for this vessel.
To create a form select the form required from 'filter by this template' dropdown and click 'New Form'
Pro Tip: Before your create a new form, quickly check that a form hasn't already been created by a colleague or crewmember.
Complete the contents as necessary and then click 'Submit and Check In'
Pro Tip: if you have a particularly large form and want to save your progress, without generating an alert, click 'Submit' over 'Submit and Check In'. This will save your work and allow you return at a later date. However this should be used carefully as if you have not Checked in the form and click 'Cancel' all of your work will be lost!
To view a form go to 'Forms' - 'Forms & Checklists'. This page will provide a table and will show all forms that have been created for this vessel.
If you cant find the form you need you can further filter them by category or by a specific form template, and also by clicking the 'filter' button, selecting your filters and clicking 'Apply'.
Once you find the form you would like to view, click the 'View' icon next to the form.
Pro Tip: You can see more details about the form and also previous version by clicking the 'View Details' button just to the left of the view icon.
To edit a form locate the form you want to edit by following the steps above and then click the 'Edit' icon.
You will then be able to edit the form and update the necessary fields. Once done click 'Submit and Check In'.
To delete a form locate the form you want to delete by following the steps above and then click the 'Delete' icon. If you delete a form you will delete all history related to that form. MMV recommends you only delete forms in exceptional circumstances.