Creating The Crew Mandatory Document Template

Click on the Modules menu and select Documents.

In the top blue ribbon, click the Administration menu.

Select Crew Mandatory Documents.

Click the three-dots and select New Crew Mandatory Document.

Fill in any necessary details for this template.

Decide if this document:

• Applies to Occasional Workers.
• Enable Document Verification if uploaded documents need to be approved or rejected.
• Required for crew onboarding (i.e., crew must complete it to be considered on board).
• Required for all crew or specific positions.
• Required only for a specific nationality or all nationalities.
• Which vessel this document will be required.

 Once done, click Submit.

After submission, you’ll be directed to the Properties Tab, where you can:

Click the three-dots in the top right corner to:

• Create Duplicate for another document.
• Copy Settings from another Crew Mandatory Document
• Link Crew Mandatory Document to Profile, allowing multiple documents to share triggers and permissions.

Permissions Tab

Click Edit Permissions in the top right corner.

Control who can manage this document template and its associated documents for sub-accounts.

You can assign Read, Edit, Delete, or Verify permissions to:

• Fleet users
• Sub-users
• Crew members

You can also Override Permissions of this master mandatory document in one of its instances.

To do this, go to the Permission Exceptions tab and click Override Permissions in the top right corner.