Forms - Send to Seafarer

When you’ve created a Form in Martide (Settings > Forms), so that you can send it to a seafarer or candidate you need to add it to the relevant Recruitment Pipeline

Forms are the same as the other stages you add to Pipelines: Document Validation, English Test, Sea Service Check, Medical Check, Visa, Flights, and Approval. 

Here’s how to add a Form to a Pipeline. 

Go to Settings > Pipelines. The Pipelines page looks like this: 

screenshot of Martide's maritime recruitment customizable pipelines

 

Click the pen icon next to the Pipeline you want to add the Form to (see above) then click Add Stage

screenshot of Martide's maritime recruitment customizable pipelines

 

You will see this pop up box: 

screenshot of Martide's maritime recruitment customizable pipelines

 

Select Form and complete the information in the pop-up box: 

screenshot of Martide's maritime recruitment customizable pipelines

 

The Form will now be included in that Recruitment or Assignment Pipeline for all seafarers to complete.  

For more about setting stages in Pipelines, see this page

Previous guide:How to Create a New Form