Crew & Guest
Crewimport { Callout, Steps } from ‘nextra/components’
Manage Crew Certificates
Goal: Track crew certificates, identify expired or expiring certificates, upload supporting files, and review certificate renewals.
Before you start
- The crew member must already exist.
- You must have access to crew certificates.
- Prepare the certificate type, certificate number, issue date, expiry date, and any file you need to attach.
- Confirm that the correct yacht is selected.
[PLACEHOLDER: screenshot - Crew Certificates table showing All, Expiring, and Expired filters]
Open crew certificates
From the main navigation, open Crew and select Certificates.
Choose the view you need
Use the quick filter to show all certificates, expiring certificates, or expired certificates.
Open a certificate
Click a certificate row to open the certificate detail page.
Add a certificate
From the Crew Certificates list, click New.
Select the certificate holder
Choose the crew member who holds the certificate.
Select the certificate type
Choose the certificate type or template required by your process.
Add certificate details
Enter the certificate number, issue date, expiry date, renewal information, and notes where needed.
Upload documents
Attach the scanned certificate or supporting file if available.
Save the certificate
Save the certificate and wait for the confirmation message.
[PLACEHOLDER: screenshot - new crew certificate page with certificate holder, type, dates, and upload area]
Review or renew a certificate
When a certificate needs to be renewed, open the certificate and use the review action if it is available.
During review, add the new certificate number, new issue date, new expiry date, and any updated file. The previous certificate remains part of the certificate history so the renewal trail can be reviewed later.
Use certificate history and files
The certificate detail page can include:
- Files: uploaded certificate scans or supporting documents.
- History: previous versions of the same certificate after reviews or renewals.
Use the files section to open or upload attachments. Use the history section when you need to check earlier certificate versions.
Result
Crew certificates are tracked with the correct holder, certificate details, expiry information, attachments, and renewal history. You can quickly identify which certificates require attention.