What are Forms and Checklists

Within Manage My Vessel you can add electronic forms that will completely replace paper equivalents you may have.

The forms are created within the system and you can add a variety of features such as checkboxes, dropdowns, and crew pickers.

Each form instance is fully document and version controlled and you are able to add alerts to your forms to notify users about changes, or lack of changes, to the form.

For forms we use two key terms:

Form Templates are what we call the master form where you build the features and set the alerts and permissions.

Form Instances are individual forms that are created at the vessel level and will contain data and information about the related matter.

Within this section of the guide we will be mainly discussing how to create form templates and set the alerts and permissions.