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Document status overview

Overview

The Document status page gives you a clear overview of crew document issues.

You can use it to:

  • see which documents are missing
  • see which documents are expired
  • see which documents are due soon
  • filter the results by date and document type
  • export the filtered results to PDF or Excel

[Add screenshot: Crewing sidebar with "Document status"]

Where to find it

Open the Crewing module and select Document status.

Understanding document statuses

The system uses three document statuses:

  • Missing
    A required document has not been added for the crew member.

  • Expired
    A document exists, but its expiry date is already in the past.

  • Due
    A document exists and is still valid, but it will expire before the selected due date filter.

Grouping options

You can choose how the results are displayed:

  • By status
    Groups all items into Missing, Expired, and Due

  • By document
    Groups all items by document type

  • By crew
    Groups all items by crew member

  • Ungrouped
    Shows one flat list of all matching items

[Add screenshot: Document status page with grouping buttons]

Filters

You can filter the document overview by:

  • Status

    • Missing
    • Expired
    • Due

  • Due date filter

    • choose a date manually
    • or use shortcuts such as:
      • Today
      • +1 month
      • +3 months

  • Document templates

    • show all templates
    • or only selected document types

The overview updates based on the selected filters.

[Add screenshot: Document status filters]

Reading the results

Each result shows relevant document information for a crew member.

Depending on the item, you may see:

  • crew member name
  • related rank
  • document name
  • document status
  • expiry date
  • document details or attached files

When results are grouped, summary counters are shown, such as:

  • number of missing documents
  • number of expired documents
  • number of due documents

Exporting the overview

You can export the currently filtered results.

Available export options:

  • Export to PDF
  • Export to Excel

Important:

Only the current filtered selection is exported.
If you change the filters, the export will reflect those filters.

[Add screenshot: Export section in sidebar]

Troubleshooting

No results are shown

Possible reasons:

  • your selected statuses do not match any documents
  • the due date filter is too restrictive
  • the selected document templates exclude all relevant documents

Try broadening the filters.

The export does not contain all documents

The export only includes the results that match the current filters.

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