Document status overview

Overview

Document status overview

The Document status page gives you a clear overview ofshows crew document issues.issues in one overview.

You can useUse 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"]

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Where to find it

missing, expired and due documents.

Opening Document status

Open the Crewing.

module and select

Click Document status.

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Understanding document statuses

The system uses three document statuses:

• Statuses

  Missing
  Ameans a required document has not been added for the crew member.added.

• Expired
  Ameans the document exists, but its expiry date ishas already in the past.passed.

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

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Grouping options

the results

YouUse cangrouping chooseto howview the results areby displayed:

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

• By document
  Groups all items bystatus, 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]

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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]

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Reading the results

Each result shows relevant document information for a crew member.

DependingUse onungrouped the item,when you maywant see:one flat list.

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

Filters

WhenUse resultsfilters areto grouped, summary counters are shown, such as:

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

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Exportingnarrow the overview

Youby 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]

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Troubleshooting

No results are shown

Possible reasons:

• your selected statuses do not match any documents
• thestatus, due date filter is too restrictive
• the selectedor document templatestype.
  exclude all relevant documents

Exporting

TryUse broadeningPDF or Excel export when you need to share or archive the filters.filtered overview.

The export does not contain all documents

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