Forms & Checklists are an electronic equivalent to paper forms that you may have previously used.
Your management company may have created forms, such as incident reports, or checklists, such as pre-departure checks, that you will need to create and submit in the system.
By submitting a form in the system it will automatically be uploaded and available to all users, that have sufficient permissions, but may also send alerts out to ensure further action is taken as necessary.
Certain forms may also have an open/close status, such as an incident. These forms can only be closed by certain users and will need to hold all the required information to be closed.
The following sections will show you how to view, add, edit and delete Forms & Checklists in Manage My Vessel.
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.