Introductionimport { Callout } from ‘nextra/components’
Use Homepage Cards
Goal: Understand what Homepage Cards are, how they help you read yacht activity at a glance, and what you can do from each card.
What Homepage Cards are
Homepage Cards are summary panels shown on the main screen. Each card gives you a focused view of one area of yacht management, such as safety, maintenance, crew, stock, purchasing, finance, or other active modules.
They are designed to help you understand the current situation without opening every module one by one. Instead of checking several lists manually, you can start from the Homepage Cards and decide where your attention is needed.
[PLACEHOLDER: screenshot of the main screen after login, showing the top bar, sidebar, and cards]
Why they are useful
The main benefit of the cards is speed. They bring operational signals into one place, so captains, crew, and shore office users can quickly understand what is happening on the selected yacht.
Use the cards to answer questions such as:
- What needs attention now?
- Are there overdue or upcoming items?
- Which area of yacht management is affected?
- Which module should I open next?
Depending on the yacht setup, cards may show upcoming deadlines, overdue items, open actions, operational status, counters, or management figures. The detailed work is still completed inside the related module.
Why they can differ between yachts
Homepage Cards are managed at yacht level. This means two yachts can show different cards if they have different modules active or different operational needs.
For example, a yacht with PMS enabled may show maintenance-related cards. A yacht using Stock & Supply may show cards related to stock, purchasing, or pending requests. If a module is not active for the selected yacht, its cards may not appear.
Your permissions also affect what you see. If you cannot access a module, you may not see cards connected to that module.
If you have access to more than one yacht, check that the correct yacht is selected in the top bar before reading the cards. The same card can show different information from one yacht to another.
What happens when you open a card
Homepage Cards are not just indicators. When you open a card, you can usually move from the summary into the records behind it.
The exact layout can change from card to card, but the experience is usually built around four actions:
- Review the items behind the number: open the list of records that make up the card value, such as overdue drills, expiring certificates, open tasks, or pending purchase items.
- Open a specific record: select an item to view its details, check the current status, and understand what needs to be done.
- Use the available action: complete the operational step directly from the opened view when the card allows it, such as recording an outcome, changing a due date, closing a task, choosing a supplier, or creating the next purchasing document.
- Return to the overview: after the action is saved and the data refreshes, the card helps you confirm whether the situation has changed.
[PLACEHOLDER: screenshot of an opened Homepage Card, showing the list or detail view available after selecting the card]
Types of cards and available actions
Homepage Cards can support different kinds of operational decisions. The exact cards depend on the yacht setup, but they usually fall into the categories below.
Compliance and due-date cards
Compliance cards help you keep time-sensitive operational items under control. They are useful for records such as risk assessments, vessel certificates, drills, forms, and other items that can become due, overdue, expired, or close to expiry.
When you open this type of card, you can usually review the affected records and act on the item that needs attention.
Typical actions:
- Open an expired or expiring certificate and review its details.
- Check which risk assessments require review.
- Open an overdue drill and record the drill execution or change its due date when allowed.
- Open a due or overdue form and continue with the related form activity.
- Filter the opened list by due date, expiry date, status, or vessel area when those controls are available.
[PLACEHOLDER: screenshot of a compliance card opened on overdue or expiring records]
PMS and maintenance cards
PMS and maintenance cards help you see where technical work is open, overdue, postponed, or ready to be closed. They are useful when the crew needs to move from a summary count into the task list behind it.
When you open this type of card, you can usually inspect the relevant tasks and continue the maintenance workflow from there.
Typical actions:
- Open a task to review its description, equipment, due date, responsible rank, and related information.
- Close a task after the work has been completed.
- Postpone a task when the work cannot be completed on the planned date and postponement is allowed.
- Review overdue tasks before deciding which work should be prioritized.
- Open the related equipment or maintenance context when you need more detail.
[PLACEHOLDER: screenshot of a maintenance card opened on open or overdue tasks]
Stock and purchasing cards
Stock and purchasing cards help you follow supply activity from the first request through purchasing and delivery. They are useful for spotting pending requests, purchase requests waiting for action, orders to receive, and stock situations that require attention.
When you open this type of card, you can usually review the selected rows and continue the purchasing flow.
Typical actions:
- Open pending requests and create a purchase request from selected items when the request is ready.
- Open purchase request rows and choose a supplier or apply the best offer when quotations are available.
- Create orders from approved or finalized purchase request rows when the workflow allows it.
- Open orders and receive items when goods arrive on board.
- Open stock items or stock movements to check quantities, minimum stock, storage, and movement history.
[PLACEHOLDER: screenshot of a stock or purchasing card opened on pending requests, purchase request rows, or orders]
Finance and management cards
Finance and management cards give you a quick reading of figures, approvals, or management information connected to the selected yacht. They are useful when you need to understand whether a value is expected or whether it should be investigated.
When you open this type of card, you can usually move from the summary into the supporting records or report.
Typical actions:
- Open the supporting list behind a financial or management value.
- Review the records that make up the total shown on the card.
- Continue an approval or review workflow when the card is connected to pending management actions.
- Open the related report or module to investigate unexpected figures.
[PLACEHOLDER: screenshot of a finance or management card opened on supporting records or report details]
Shortcut and monitoring cards
Some cards are designed mainly to help you navigate or monitor a module. They may not require an immediate operational action, but they still help you understand where to go next.
Typical actions:
- Open the related module from the card.
- Review the filtered list shown after opening the card.
- Use the card as a starting point for deeper checks in the module.
- Keep monitoring the card if the information is already in the expected state.
[PLACEHOLDER: confirm which Homepage Cards are navigation-only or monitoring-only]
If a card is missing
If you do not see a card you expect, first confirm that you are viewing the correct yacht. Then check whether you can access the related module from the sidebar.
If the module or card is still missing, ask your administrator to confirm that the module is active for the yacht and that your profile includes the required access.
[PLACEHOLDER: screenshot showing the sidebar modules that correspond to the visible cards]
Result
You understand how Homepage Cards work and why they are useful. You can use them as an operational overview for the active yacht, identify what needs attention, and move directly to the area where the work is completed.