# IMS Current User Guide This guide explains how to use the current IMS mockup for office, vessel, and admin workflows. Last updated: 2026-08-27 Local IMS URL: ```text https://m-ims-mockup.myonyunt.online ``` ## 1. Login and Context 1. Open the IMS mockup. 2. Sign in with your Supabase user account. 3. IMS loads your available context: - Admin - Main Office - Vessel 4. If more than one context is available, use the context selector in the header. The active context controls which records and actions are visible. Vessel users normally see vessel-assigned work. Office users can manage controlled documents, dispatch forms, review submissions, and follow up on confirmations. Use the `Log out` button in the header to leave IMS. IMS records the logout event when the backend is reachable, then clears the browser session. ## 2. Dashboard Use the Dashboard to see the current IMS workload: - controlled documents - read-confirmation status - form workflow and return status - certificate and crew status - records needing review - document search indexing and follow-up work when enabled - management vessel visit coverage, overdue visits, and next planned vessel visit when enabled Open the related module from the left navigation to complete the work. Recommended use: - Office users should start here each day to identify overdue reading, form returns awaiting review, expiring certificates, and management visit coverage gaps. - Vessel users should start here to find forms, confirmations, controlled records, and the next planned management visit assigned to their vessel. - Admin users should use it as a setup and health-check page before investigating access or workflow issues. ## 3. Document Library The Document Library is the controlled document register. Use it to: - search documents by number, title, manual, department, owner, or tag - search processed file text when the document has been indexed - switch search scope between metadata, processed file text, or both - filter by status, type, file availability, manual, department, chapter, and review due date - open a controlled document detail page - review status, revision, review date, and ownership - see content-match snippets when file content search finds a result - create or update controlled document records when your account has permission Typical office flow: ```text Document Library -> Select document -> Open Document Detail -> Review current revision -> Manage metadata or versions if needed ``` ### Search Scope Use the Document Library search panel when the register becomes large. | Scope | Use when | | --- | --- | | Metadata only | You know the document number, title, manual, department, owner, tag, or other register details. | | Processed file text only | You remember words inside an uploaded document but not the document number or title. | | Metadata and processed file text | You want one search across register details and indexed document text. | The primary search, scope, status, type, file, and sort controls stay visible. Use `Advanced filters` for manual, department, chapter, and review-date filtering. Processed file text search depends on background indexing. If a file was just uploaded, it may appear after the worker has extracted and indexed the text. Open Document Detail to see the current indexing status for the selected document. ## 4. Document Detail Document Detail shows the current controlled document record. Main actions: - Open current document - View document metadata - Edit metadata if you have office/admin permission - Publish or manage versions if you have office/admin permission - Send or review read confirmations when enabled - Check whether uploaded content has been indexed for search ### Open Current Document Click `Open current document`. If the current version has an uploaded file, IMS opens the file through a secure signed link. If the current version has no uploaded file, IMS opens a controlled metadata preview showing the current document number, title, revision, status, owner, and review details. This allows office and vessel users to open the current controlled record even when the original file has not been uploaded yet. If a new tab does not open, allow pop-ups for the IMS site and click the button again. ### Search Index Status When content search is enabled, Document Detail shows whether the current uploaded file is searchable. | Status | Meaning | | --- | --- | | Indexed content ready | The file text can be searched from Document Library. | | Indexing queued | The file is waiting for the background worker. | | Indexing in progress | The worker is extracting content. | | Indexing failed | The file could not be indexed and may need admin review. | | Content not searchable | The file type is not supported for text extraction. | ## 5. Form Workflows Form Workflows is the operational workspace for controlled forms. It covers office-to-vessel form dispatch, vessel-created form workflows, vessel-to-office returns, internal vessel routing, office review, and template management. The current UI is split into three main tabs: | Tab | Use | | --- | --- | | Inbox | Shows the work that needs attention now. This is the default tab for office and vessel users. | | Register | Shows the searchable/paginated history of workflows. Use this for tracking, audit checks, and older items. | | Templates | Shows form template management. Use this to create, import, edit, archive, and review source document links. | Opening a workflow takes the user into a full-screen Workbench. Use the back button in the Workbench to return to the tab where you started. ### Office Form Workflows View Office users can: - view the Inbox for returned forms and office actions - view the workflow register with pagination - see which vessel has been asked to submit a form - open workflow details in the full-screen Workbench - review vessel submissions - approve a submission - return a submission for correction - open uploaded return files - view Online Form answers submitted by the vessel - view signatures as images in returned Online Forms when signature data is provided - confirm which vessel was asked to submit and which vessel returned the form - manage templates from the Templates tab only Typical office flow: ```text Form Workflows -> Inbox -> Select workflow -> Review vessel submission -> Open uploaded file or review answers -> Approve or return ``` Typical tracking flow: ```text Form Workflows -> Register -> Search or filter workflows -> Review workflow -> Review status, owner, due date, attachments, comments, and audit trail ``` Submission review statuses: | Status | Meaning | | --- | --- | | Submitted | Vessel sent the return and office review is pending. | | Approved | Office accepted the return. | | Returned | Office sent the return back for correction. | | Draft | Return is not finished yet. | ### Vessel Form Workflows View Vessel users can: - see assigned forms - open a form to complete it - fill Online Form fields - add signature fields when the form requires signature capture - upload a return file when the dispatch requires a file - attach supporting images, videos, or files when the workflow allows it - add notes - submit the return to office - view previously submitted or processing forms - route a form internally when the workflow is configured for vessel-side review Typical vessel flow: ```text Form Workflows -> Inbox -> Open workflow -> Fill required fields or upload file -> Submit -> Track status ``` If submit returns `403 Forbidden`, the vessel account may not match the workflow vessel or may be missing form-submit permission. Contact office/admin to check the account, vessel assignment, and role permissions. ### Online Form Returns Some workflows require the vessel to complete fields directly in IMS instead of uploading a finished file. These Online Forms can include text, selections, dates, checkboxes, comments, and signatures. Office review shows the submitted values in a readable format. Signature answers should display as signature images, not raw encoded text. If a signature still appears as long text, report it as a rendering issue in the Online Form return view. ### Templates The Templates tab is for office/admin setup work, not daily vessel completion. Template actions: - create a new template from a controlled IMS document - import a template from the Audit Tool when MAS integration is configured - use `Create or import template` when the template list is empty - edit the Online Form definition - archive a template - review source document and MAS import metadata Template records are not mixed into the Inbox because operational users normally need active workflows, not setup records. ### Workbench The Workbench is the full-screen view for filling or reviewing one workflow. Workbench sections include: - workflow summary - current status and owner - instructions and comments - form body or returned values - attachments - external acknowledgement when required - workflow actions - audit trail Keep the form body as the main working area. Use the grouped side sections for review context, supporting evidence, and approval history. ## 6. Read Confirmations Read Confirmations track whether users or vessels have confirmed a controlled document. Office users can: - create read-confirmation batches - click `Send read confirmation` in the page header to open the send drawer - choose the document - set a due date - track confirmed and pending recipients - send reminders Vessel users can: - view assigned confirmations - open the related document - confirm reading Typical flow: ```text Office sends confirmation -> Vessel/user opens document -> Vessel/user confirms reading -> Office tracks completion ``` ## 7. Certificates and Crew Certificates and Crew is used to track vessel certificates, crew records, and evidence attachments. Office/admin users can: - view certificates and crew across all vessels - filter the register to a selected vessel - create crew members - assign crew members to a vessel - link a crew member to an existing IMS login user when that crew member also needs system access - edit crew records - archive crew records - create vessel certificates for a selected vessel - create crew certificates - upload evidence files - open evidence files through signed links - track expiry and status Use `Add crew or certificate` to open the create drawer, then choose one of: - `Crew member` - `Crew certificate` - `Vessel certificate` Vessel users can view only records for their assigned vessel when their context allows it. Crew login behavior: - Some crew records are personnel records only and show `No IMS login`. - Some crew records are linked to a platform user and show `IMS login linked`. - Login access is still controlled in Settings through the user's account, role, and vessel assignment. - Example: `chiefeng.vessel1@example.com` can be both a crew member and an IMS vessel user. ## 8. Management Vessel Visits Management Vessel Visits helps the office plan annual visits to vessels and keep actual visit records for audit evidence. Office/admin users can: - open `Management Visits` from the IMS navigation - view the annual visit register across vessels - filter visits by search text, vessel, year, and status - review annual vessel coverage, overdue visits, open visits, and completed visits - create a planned visit for a selected vessel - add planned activities such as master meeting, chief engineer meeting, document review, safety walkaround, and drill observation - open a visit detail panel - record actual visit dates, completion summary, office notes, and activity completion - attach and open the final visit report file - attach evidence files to individual visit activities - mark activities with finding counts and action/NCR follow-up markers - export an action register for findings - export a vessel/year audit pack from the loaded visit register - find completed visits in the audit register Vessel users can: - view upcoming management visits for their assigned vessel - see the next planned visit from the vessel dashboard/page - read vessel preparation notes and planned activities - view completed visit history Vessel users cannot edit office visit records. Office/admin users record actual attendance and close activities. Typical office flow: ```text Management Visits -> Plan visit -> Select vessel and year -> Add planned activities -> Open visit detail -> Attach report and activity evidence -> Record findings or action markers -> Record actual visit and completion notes -> Use completed visit history for audit evidence ``` Typical vessel flow: ```text Vessel UI or Management Visits -> Review upcoming visit -> Read preparation notes and activities -> View completed visit history ``` Visit reporting: | Report item | Meaning | | --- | --- | | Vessels covered | Number of vessels with a planned or completed visit in the selected year. | | Overdue visits | Planned, rescheduled, or in-progress visits where the planned date has passed. | | Completed visits | Visits with actual date and completion summary recorded. | | Coverage percent | Covered vessels compared with loaded vessel count for the selected year. | Visit evidence: | Evidence item | Use | | --- | --- | | Visit report | Final report file from the superintendent, manager, or auditor. | | Activity evidence | Photos, checklists, attendance records, or meeting notes linked to a visit activity. | | Action register | Export of activities with finding counts or action/NCR follow-up markers. | | Audit pack | Export of the loaded vessel/year visit register and detail data. | Visit report templates should be managed through Form Workflows. Use an Online Form template when the visit report needs structured fields or signatures, then attach the final report output to the completed Management Visit record. ## 9. Permit To Work Permit To Work is the controlled workflow for creating, preparing, issuing, suspending, closing, and exporting vessel work permits. Use it for: - Hot Work Permit - Cold Work Permit - Confined Space Entry Permit - permit planning, preparation, control, checklist, and close-out sections - role-based sign-off by permit holder, permit authority, client representative, and permit issuer - digital signature capture - audit pack export ### Permit Register Open `Permit To Work` from the IMS navigation. The left side is the Permit Register. Use it to: - select permit type - select vessel - filter permits by status - enter priority, location, equipment, description, validity window, holder, authority, issuer, and client representative - create a new permit - select an existing permit row to open the detail panel If `Create permit` says `Select a vessel before creating a permit`, check that the vessel dropdown has a selected vessel. Office/admin users must choose a vessel. Vessel-context users should automatically use their assigned vessel. ### Permit Detail The right side is the permit detail panel. Tabs: | Tab | Use | | --- | --- | | Summary | Review vessel, location, equipment, holder, authority, issuer, validity, and current action. | | Sections | Complete planning, preparation, control, checklist, and close-out section responses. | | Actions | Sign each required role action with signer details and signature pad. | | Lifecycle | Suspend, resume, or return a permit with reason. | | Timeline | Review permit audit events. | ### Section Completion Use `Sections` to complete permit content before sign-off. Typical flow: ```text Permit To Work -> Select permit -> Sections -> Review section response -> Complete ``` Completing a section records the section status and completion user. It does not replace role sign-off. After the relevant section is complete, continue to `Actions` for signature. ### Action Signatures Use `Actions` to complete role-based sign-off. Each action shows: - action name - required role, such as Permit Holder, Permit Authority, Client Representative, or Permit Issuer - assigned signer - signature mode - completed by - completed at - captured signature image after signing Signature modes: | Mode | Use | | --- | --- | | IMS user signature | Internal IMS user signs while logged in. | | External acknowledgement | Client representative or external person signs with name and signature pad. | Typical holder planning sign flow: ```text Permit To Work -> Select permit -> Sections -> Complete Planning -> Actions -> Holder Planning -> Draw signature -> Sign ``` For client acknowledgement: ```text Actions -> Client Acknowledgement -> Enter external signer name -> Draw signature -> Sign ``` If signing returns a permission error, check the user's role permissions. PTW actions require permit create, prepare, issue, close, or manage permission depending on the action. ### Permit Lifecycle Typical permit lifecycle: ```text Create permit -> Complete planning section -> Holder Planning sign -> Authority Preparation sign -> Client Acknowledgement sign if required -> Issuer Authorization sign -> Issue -> Holder Close Out sign -> Request close -> Authority Close Inspection sign -> Issuer Final Close sign -> Close ``` Use `Suspend` when active work must stop temporarily. Use `Resume` when work can continue. Use `Return` when the permit needs correction before continuing. ### PTW Audit Pack Click `Export audit pack` to download the current JSON audit pack. The JSON audit pack is intended for machine-readable evidence and troubleshooting. Use `Export audit PDF` for a human-readable audit review copy with permit summary, responsible persons, sections, actions, signatures, and timeline events. ## 10. Work & Rest Hours Work & Rest Hours manages monthly MLC work/rest records for vessel crew. The current MVP uses **vessel-local PIN mode**. Crew members do not need their own IMS login account for self-entry. Instead, a vessel officer or authorized user opens IMS in vessel context, selects the crew member, and the crew member uses a local PIN for day/month submission. ### Crew Profile And PIN Setup PIN setup is done from `Work & Rest Hours`, using the `Crew Profile` tab. Who can set or reset PIN: - admin user - office user with work/rest manage permission - authorized vessel senior officer with work/rest profile/PIN permission Typical PIN setup flow: ```text Work & Rest Hours -> Select crew -> Crew Profile -> Confirm Work/rest required -> Confirm Watchkeeper if applicable -> Enter vessel-local PIN -> Save PIN ``` PIN behavior: - PIN should be 4-12 characters. - Plain PIN is never shown back after saving. - PIN is stored as a backend credential, not as plain text. - PIN is scoped to the crew member and vessel work/rest flow. - PIN is not a general IMS login password. If a crew member cannot submit a day or month, check: - Work/rest required is enabled. - PIN mode is enabled. - Correct crew member is selected. - Correct vessel context is active. - The entered PIN is correct. ### Work Rest Register The left side is the Work Rest Register. Use it to: - select crew - select year and month - create a monthly period - view monthly period status - open an existing period Typical monthly setup: ```text Work & Rest Hours -> Select crew -> Select year and month -> Create month -> Select the monthly period row ``` ### Day Entry Use `Day Entry` to record one day of work/rest slots. Typical flow: ```text Work & Rest Hours -> Select period -> Day Entry -> Select work date -> Click hour slots to change category -> Enter crew PIN -> Add note if needed -> Save draft or Submit day ``` Slot categories: | Category | Meaning | | --- | --- | | Work | Counted as work hour. | | Rest | Counted as rest hour. | | Neutral | Not counted as work or rest for the current entry. | `Save draft` keeps the day editable. `Submit day` records the day for monthly review and should use the crew PIN. ### Verification Use `Verification` for monthly review. The Verification tab uses process cards. Each card shows the required role, assigned party, permission required, current status, and completed time before the user clicks the action. Typical flow: ```text Work & Rest Hours -> Select monthly period -> Review Overview and compliance events -> Submit month -> Senior verify -> Shore verify if required -> Close ``` Roles: | Action | Typical user | | --- | --- | | Submit day/month | Crew member with vessel-local PIN under vessel session, or authorized vessel user. | | Senior verify | Master, Chief Engineer, IMS Vessel Operational, IMS Administrator, or user with `ims.work_rest.verify_senior`. | | Shore verify | Office, superintendent, IMS Shore Manager, IMS Administrator, or user with `ims.work_rest.verify_shore`. | | Close | Office/admin or user with work/rest manage permission. | If `Senior verify` says `Required permission is missing`, check that the login has `ims.work_rest.verify_senior` or `ims.work_rest.manage`. For seeded demo users, `chiefeng.vessel1@example.com` needs the updated migration that grants work/rest senior verification to the `Chief Engineer` role, or the user must be assigned `IMS Vessel Operational`. ### Compliance Events The Verification tab shows compliance events created from the monthly work/rest data. Use compliance events to identify: - missing or incomplete days - rest-hour exceptions - returned records needing correction - monthly verification issues Correct the day records first, then resubmit and verify the month. ### Export Click `Export JSON` to download the monthly work/rest export. Click `Export PDF` to open a human-readable work/rest audit copy. The JSON export is intended for machine-readable audit evidence and troubleshooting. The PDF export is intended for review, sharing, and audit preparation. ## 11. Action Tracking Register Action Tracking Register, or ATR, is the IMS workflow for tracking findings, observations, corrective actions, owners, due dates, progress, evidence, review, and closure. Use ATR when a follow-up action must be controlled after: - audit or inspection finding - management visit finding - permit-to-work follow-up - form workflow issue - work/rest compliance issue - certificate or crew follow-up - safety, technical, compliance, or assurance observation ATR is not a separate app. It uses the same IMS users, vessels, permissions, attachments, notifications, and audit trail. ### ATR Workspace Open `ATR` from the IMS navigation. The ATR workspace is split into: | Area | Use | | --- | --- | | Dashboard | Shows open, overdue, due-soon, returned, and review-needed actions. | | Action Register | Search, filter, paginate, and select action records. | | Create Action | Record a new finding/action with only the required basics first. | | ATR View | Work on one action record with tabs for progress, evidence, review, extension, and timeline. | Office/admin users normally see the fleet ATR register. Vessel users see only ATR records for their assigned vessel. ### Create Action Use `Create Action` when a new finding, observation, or corrective action must be tracked. Typical create flow: ```text ATR -> Create Action -> Enter title -> Select vessel -> Choose criticality -> Add finding description -> Set owner and due date when known -> Create action ``` The minimum useful record should include: - action title - vessel - criticality - finding or action description - responsible owner when known - target closure date when known More details can be added after the action is created. ### Action Register Use the Action Register to find and open ATR records. Common filters: - search text or ATR code - vessel - status - criticality - source group - source type - owner - overdue or due soon Typical register flow: ```text ATR -> Action Register -> Search or filter -> Select action row -> Open ATR View ``` ### ATR View ATR View is the detail screen for one action. Tabs: | Tab | Use | | --- | --- | | Summary | Review finding, source, vessel, owner, criticality, due date, and current status. | | Workflow | See the current process step and available actions. | | Progress | Add progress notes and corrective-action updates. | | Evidence | Upload or open supporting files, photos, videos, documents, and closure evidence. | | Extension | Request or decide a due-date extension. | | Timeline | Review action history, status changes, progress, evidence, review, and closure events. | ### Progress And Evidence Use `Progress` to record what has been done. Use `Evidence` to attach proof such as: - photo - video - checklist - report - invoice - certificate - email or document file Evidence should support the closure decision. For example, if a finding says a guard is damaged, the evidence should show repair completion or replacement record. ### ATR Review And Closure ATR has a controlled review flow so actions are not closed without review. Typical vessel-involved flow: ```text Create finding/action -> Assign owner -> Owner updates progress -> Owner uploads evidence -> Submit for vessel review -> Vessel approver reviews -> Send to office review -> Office accepts closure or returns for correction -> Closed ``` For office-only actions: ```text Create action -> Assign owner -> Owner updates progress and evidence -> Send to office review -> Office accepts closure or returns for correction -> Closed ``` If office returns the action, update the progress/evidence and submit again. ### Due Date Extension Use `Extension` when the action cannot be completed by the current target date. Typical extension flow: ```text ATR View -> Extension -> Enter new requested due date -> Enter reason -> Submit request -> Office approves or rejects ``` The timeline records extension requests and decisions. ### ATR From Other IMS Workflows ATR can be created from other IMS records when follow-up is needed. Examples: | Source | ATR handoff example | | --- | --- | | Management Visit | Activity has findings or action marker. | | Permit To Work | Permit close-out finds unfinished corrective work. | | Form Workflow | Returned or reviewed form identifies a follow-up action. | | Work & Rest Hours | Non-compliance needs corrective follow-up. | | Certificates and Crew | Expired or missing evidence needs assigned action. | When ATR is created from another workflow, it should keep the source reference so office and vessel users can trace why the action exists. ### ATR Permissions ATR access depends on role permissions. Common permissions: | Permission | Use | | --- | --- | | `ims.atr.view` | View ATR records allowed by context. | | `ims.atr.create` | Create ATR action records. | | `ims.atr.update` | Add progress, evidence, and editable action details. | | `ims.atr.submit` | Submit action for review. | | `ims.atr.vessel_review` | Perform vessel-side review. | | `ims.atr.office_review` | Perform office-side review and closure decision. | | `ims.atr.extension_request` | Request a due-date extension. | | `ims.atr.extension_approve` | Approve or reject extension requests. | | `ims.atr.export` | Export ATR register or audit pack. | | `ims.atr.manage` | Manage ATR records across the workflow. | If ATR is visible but an action button is not available, check the user's role, active context, vessel assignment, and ATR permissions in Settings. ### ATR Audit Evidence ATR supports audit and management review because each record can show: - finding/action details - responsible owner - due date and due status - progress updates - evidence attachments - review decisions - extension history - timeline and audit trail - export data Use ATR export when office needs a register extract or action audit pack for inspections, audits, or management review. ## 12. Settings Settings is handled in the separate Settings mockup: ```text http://localhost:6200 ``` Use Settings for: - users - roles - vessels - permission setup - platform administration IMS behavior depends on Settings data. If a user cannot see a module, submit a form, or access a vessel record, check their account, tenant membership, vessel assignment, and role permissions. ## 13. Common User Issues ### Cannot log in Check that the account exists in Supabase Auth and the password is correct. ### Can log in but IMS data is empty The user may not have a tenant membership, IMS role, or active context. ### Cannot submit vessel form Check: - the active account is a vessel user - the workflow is assigned to that vessel - the vessel account has form-submit permission - the backend is running - the form has required fields completed ### Cannot open current document Allow pop-ups for the IMS site. If the document has an uploaded file, it opens as a signed file link. If no uploaded file exists, IMS opens a metadata preview. ### Cannot open uploaded return file The file may be missing, the signed link may have expired, or storage permission may be misconfigured. Refresh the page and try again; if it still fails, ask admin to check the attachment record and Supabase Storage bucket. ### Content search does not find text inside a file Check: - the search scope is `Processed file text only` or `Metadata and processed file text` - the document has an uploaded file - the file type supports text extraction - the search index status is ready - the background worker is running ### Office cannot approve a submission Check that the account is in an office or admin context and has review permission for IMS form submissions. ### Cannot sign PTW action Check: - the active permit is not closed, cancelled, or archived - the user has PTW permission for the action - the correct permit is selected - the signature pad has captured the signature if the action requires evidence - the backend has been restarted after recent PTW signature fixes ### Cannot senior verify Work & Rest month Check: - the monthly period has been submitted - the user has `ims.work_rest.verify_senior` or `ims.work_rest.manage` - the active context matches the vessel or admin/office access - the user has logged out and back in after role changes ### Cannot create or update ATR action Check: - the user has ATR permission for the action - the correct vessel is selected - vessel users are assigned to the same vessel as the ATR record - required fields such as title, vessel, and criticality are completed - the action is not already closed, cancelled, or archived ### Cannot close ATR action Check: - progress has been recorded - required evidence has been attached - the action has reached the correct review step - vessel review is complete when required - the office reviewer has `ims.atr.office_review` or `ims.atr.manage` ## 14. Recommended Daily Workflow Office: ```text Dashboard -> Document Library for controlled documents -> Form Workflows for vessel returns -> Read Confirmations for overdue reading -> Certificates & Crew for expiring evidence -> Work & Rest Hours for monthly verification -> Permit To Work for active permit oversight -> ATR for overdue actions and closure review ``` Vessel: ```text Dashboard -> Form Workflows for assigned forms -> Document Detail for current controlled documents -> Read Confirmations for pending acknowledgements -> Work & Rest Hours for crew day/month entry -> Permit To Work for permit sections and signatures -> ATR for assigned actions, progress, and evidence ``` Admin: ```text Settings -> Verify users, roles, vessels, and permissions -> IMS -> Check all modules load correctly -> Resolve access or data setup issues ``` ## 15. Current Feature Gaps and Shipping-Company Value Opportunities The current IMS already covers controlled documents, vessel form returns, read confirmations, certificates, crew evidence, searchable document content, permit workflow, work/rest review, management visits, and action tracking. The next high-value gaps for a shipping company are below. ### Fleet Compliance Cockpit Add a fleet-level compliance cockpit that combines overdue read confirmations, pending form returns, expiring certificates, unreviewed documents, and failed content indexing by vessel. Value: office teams can see which vessels need attention before audits, vetting inspections, and port-state checks. ### Audit Pack Export Add one-click export for audit evidence by vessel, manual, date range, or inspection type. The export should include current procedures, read-confirmation evidence, form returns, approval history, and related certificate evidence. Value: reduces preparation time for SIRE, TMSA, class, flag, customer, and internal audits. ### Change Impact and Distribution When a controlled document is revised, IMS should identify affected vessels, linked forms, read-confirmation recipients, and related procedures. Office should be able to send a controlled rollout from the revision. Value: document changes become operationally traceable, not just uploaded files. ### Offline and Low-Bandwidth Vessel Mode Vessels often work with unstable connectivity. Add offline-friendly form completion, queued submission, cached current documents, and clear sync status. Value: vessel users can keep working at sea and submit when connectivity returns. ### Action and Non-Conformity Linkage Continue strengthening ATR handoff from returned forms, failed read confirmations, audit findings, expired certificates, permit close-out items, and document change requests. Each action should keep owner, due date, priority, vessel, source reference, and closure evidence. Value: IMS becomes a management-system execution tool, not only a record library. ### Regulatory and Customer Requirement Matrix Map documents, forms, certificates, and evidence to ISM Code, ISPS, MLC, MARPOL, SOLAS, class, flag, oil-major, and customer requirements. Value: office can prove which controls satisfy which requirement and quickly identify missing evidence. ### Document Relationship Map Add visible links between procedures, forms, record templates, risk assessments, certificates, and read-confirmation batches. Value: users can understand what a procedure affects and auditors can follow the evidence trail. ### Vessel Role-Based Task Inbox Create a focused vessel inbox for Master, Chief Engineer, officer, crew, or department roles. It should show only tasks relevant to that role: forms to submit, documents to read, certificates to renew, and corrections requested by office. Value: reduces vessel-side confusion and improves timely completion. ### KPI and Trend Reporting Add trend reports for overdue confirmations, late form returns, certificate expiry performance, document review overdue rate, search/indexing health, and vessel completion performance. Value: management can see whether the IMS process is improving or drifting. ### Controlled Review Calendar Add an office calendar for document review due dates, certificate expiry windows, scheduled form workflows, recurring vessel reports, and planned reindex/maintenance jobs. Value: helps office plan compliance work instead of reacting after due dates are missed.