SMS/ISPS Form's - Manage Templates

SMS and ISPS form templates are created and controlled in the Documentation Libraries. Only users with SMS Admin or ISPS Admin permissions can manage these templates. This keeps the workflow secure and ensures that only authorised crew can publish or update official vessel forms.

Create the SMS or ISPS Document

Expand Documentation Libraries from the navigation menu and select either the SMS or ISPS library. Create a new document entry for the form template you want to upload. If you need more details on adding documentation please reference the Documentation - Manage Documentation How To Guide.

Mark the Document as a Form

Ensure you check the This is a Form checkbox. This tells the system that the document is a form template and differentiates it from read only SMS documents. It also makes the template available in the SMS and ISPS Forms modules so you can create new forms using the template.

Uploading a PDF Fillable Form Template

Upload your PDF fillable file as a revision of the document. Each time a new form is opened in the SMS or ISPS Forms module, YMS will copy the latest revision as the starting point for the form.

Using the Template

Once the PDF template is uploaded and saved, it will appear in the SMS or ISPS Forms module. Users can now create new forms from the template.