Our Notes function lets manning agents make notes on candidate and seafarer profiles. This is helpful for setting reminders for yourself as well as letting team members who you’ve added to your User Groups know what is happening with a particular person or application. Here’s how to use Notes.

Understanding the Notes function

Log in to your Martide account and click on Settings in the menu on the left hand side and then on Notes:

screenshot showing where to find Notes.

That will take you to a page that looks like this:

screenshot of the notes page.

At first your Notes page will be empty, so you’ll 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 of the page. You will see a pop-up box that looks like this:

screenshot of the type of notes pop-up box

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.
screenshot of the pop-up box showing the color options

Click the Add type button and you will return to the main Notes page where you will now see your note type. In our example, you can see we’ve added two:

screenshot showing the new type of note on the main page

You can add as many types of notes as you like.

Also on this page you can:

  • Sort your types of notes by A-Z or Z-A or by 0-9 or 9-0 by clicking the 3 lines next to the word Type.
  • Edit a type of note by clicking on the pen icon.
  • Delete a type of note by clicking on the trash can icon.
screenshot showing the pyramid, pen and trash can icons

Where to find Notes

Now that you’ve set up your types of notes, you can save notes to candidate and seafarer profiles.

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

screenshot showing where to click on Candidates and Seafarers

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

At the top of their profile page you will see Profile and Notes:

screenshot highlighting the profile and notes tabs

Click on Notes and you will go to this page:

screenshot showing the Notes page

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

Here you can:

  • Add a new note or notes.
  • Filter your notes by Type and Date by clicking the white boxes above the candidate’s name and profile picture.
  • Download the page as an Excel file or a PDF by clicking the arrow icon in the top right corner.
  • 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 right of the page:

screenshot highlighting the Add Note button

That will open this pop-up box:

screenshot showing the add note pop-up box

Here you can:

  • Select the type of note from the drop down menu.
  • Add the date of the note.
  • 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:

screenshot showing a new note being entered.

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

screenshot showing the new note saved under the notes tab

You can edit or delete saved notes by clicking on the 3 little vertical dots:

screenshot showing the three vertical notes.

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 [email protected]