Notes

In Martide shipowners crew managers and manning agents can make notes on candidate and seafarer profiles. This is helpful for setting reminders for yourself as well as letting coworkers who you’ve added to your User Groups know what's happening with a candidate/seafarer.

Here’s how to add Notes.

Understanding the Notes function

That will take you to a page that looks like this. You can see we have one note saved already:

Here you can:

Add a new type of note.
See Notes you've already created.
Edit a Note by clicking the pen icon.
Delete a Note by clicking the trash can icon.
Sort your notes alphabetically or numerically by clicking the arrow next to Type

At first your Notes page will be empty so you now need to add some different types of Notes.

How to add types of notes

Click on the +Add Type button on the top right. You will see a pop-up box that looks like this:

Here you can:

Enter the name of the type of note you want to add to the system. For example ‘General’ ‘Not Suitable’ ‘Reminder’ etc.
Choose a color to use with this type of note from the color drop down box. This makes it easier to identify different types:

Click the Save button and you will return to the main Notes page where you will now see your type of Note:

You can add as many types of Notes as you like:

How to write a new Note

Now you’ve set up your types of Notes you can save them to candidate and seafarer profiles.

To do this go to the Candidates page or the Seafarers page:

Find the candidate or seafarer who you want to write a Note about. Click on their name to go to their profile.

At the right of their profile page you will a section for Notes:

Click on View All and you will go to this page:

We haven't added any notes yet so the page says No results found.

Here you can:

Add a new note or notes.
Filter your notes by Type or Date by clicking the white boxes above the candidate’s name and profile picture.
Download the page as an Excel or Word file by clicking the arrow icon next to the Filters button.
Send the candidate a message by clicking the Send message button - this will open your Martide inbox in a new browser.

How to write a note

Click the +Add note button on the top of the page:

That will open this pop-up box:

Here you can:

Select the type of note from the drop down menu.
Type the note into the text box.
Upload or drag and drop an attachment from your computer. You can add more than one attachment.

For example:

When you're finished click Save and your note will appear on the candidate or seafarer's profile page under the Notes tab:

You can edit or delete saved notes by clicking the 3 dots to the right of the note:

And that’s it! We hope you find the Notes function useful but if you have any questions or need any help please contact us at support@martide.com