Forms

The Forms feature has been created for maritime companies to help you create standardized interviews more easily. You can also use forms to ask seafarers for their feedback.

A guide to the Forms feature

Log into your Martide account and click Settings in the drop down menu under your profile picture and then on Forms:

Screenshot of Martide's maritime crew management system showing the Settings page

When you click Forms you will be taken to a page like this. At first your page will be empty but in our example we have already added some Forms:

Screenshot of Martide's maritime recruitment software showing the Forms page

Here you can:

  • Add a new Form by clicking the Add form button.
  • See your current Forms and their descriptions.
  • Copy a Form by clicking the documents icon.
  • Edit a Form by clicking the pen icon.
  • Delete a Form by clicking the trash can icon.
  • Sort Forms alphabetically or numerically by clicking the arrow next to Name.
  • Search for Forms.

How to create a new Form

Click the blue Add Form button at the top of the page. You will go to this page:

Screenshot of Martide's maritime recruitment software showing the Forms page

Here you can:

  • Give your Form a name and description.
  • Add questions to your Form by clicking the Add Question button.

In our example below we’re creating an exit questionnaire for crew who have recently disembarked from our vessel, Deathstar. We’ve clicked the Add Question button, and now we see this:

Screenshot of Martide's maritime recruitment software showing the Forms page

There are different question formats and we will cover them all below.

When you click the Add Question button you can give your question a title and choose its type (format). See the image above.

Your question can be in the following formats: Paragraph, Multiple Choice, Checkboxes, Linear Scale, Multiple Choice Grid, or Checkbox Grid. Click in the Select Question Type box to see the choices:

Screenshot of Martide's maritime recruitment software showing the Forms page

You can choose different formats for each question in a Form.

If you choose Paragraph you can enter a question like this:

Screenshot of Martide's maritime recruitment software showing the Forms page

If you choose Multiple Choice, click on Add Option and you can enter a question like this:

Screenshot of Martide's maritime recruitment software showing the Forms page

If you choose Checkboxes, click on Add Option and you can enter a question like this:

Screenshot of Martide's maritime recruitment software showing the Forms page

If you choose Linear Scale you can enter a question like this:

Screenshot of Martide's maritime recruitment software showing the Forms page

If you choose Multiple Choice Grid you can enter a question like this:

Screenshot of Martide's maritime recruitment software showing the Forms page

If you choose Checkbox Grid you can enter a question like this:

Screenshot of Martide's maritime recruitment software showing the Forms page

You can add as many questions with as many different types as you like. When you’ve covered everything you want to ask click Save. Your Form now shows on the main Forms page:

Screenshot of Martide's maritime recruitment software showing the Forms page

How to send a Form to a seafarer

Once you’ve created your questionnaire or interview, you need to add it to the relevant Recruitment Pipeline.

This is the same as the other stages you add to pipelines: Document Validation, English Test, Sea Service Check, Medical Check, Visa, Flights, and Approval.

To add your Form, go to Settings > Pipelines:

Screenshot of Martide's maritime crew management system showing the Settings page

Click on Pipelines and you will see a page that looks like this:

Screenshot of Martide's maritime recruitment software showing the Pipelines features 

Select the Pipeline you want to add the Form to by clicking the pen icon on the right (see above). When the Pipeline page opens, click the Add Stage box.

Screenshot of Martide's maritime recruitment software showing the Pipelines features 

You will then see this pop up box:

Screenshot of Martide's maritime recruitment software showing the Pipelines features 

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

Screenshot of Martide's maritime recruitment software showing the Pipelines features 

Here you can:

  • Select the stage of the Pipeline - i.e. Form.
  • Give the Form a display name.
  • Select which step of the Pipeline you want the Form to be and which Stage it is required before.
  • Select the Form.
  • Select who the Form is assigned to.
  • Choose if you want to skip the Form with all ex-crew or ex-crew with identical Assignment ranks.  

When you’ve finished, click Save.

And that’s it - you’ve added a new Form (whether it's a questionnaire or an interview) for all seafarers in that recruitment pipeline to answer.

How to copy a Form

If you're conducting interviews or sending questionnaires with the same (or very similar) questions, the Copy Form feature saves you time as you don't need to recreate the same/similar Form from the start.

To copy a Form, click the documents icon to the right of the Form you want to copy:

Screenshot of Martide's maritime recruitment software showing the Forms features 

That will open this pop-up box:

Screenshot of Martide's maritime recruitment software showing the Forms features 

Enter the name of the new Form. For example, you might want to copy an interview for a Chief Officer because you use the same or very similar questions to interview your Second Officers.

When you click Save, the new Form will appear on the main page. Click on it, and all of the questions from the original form will be in it.

You can edit it (or any of your saved Forms) if you need to change anything.

How to edit and delete a Form

To edit a Form, click the pen icon to the right of the Form you want to edit:

Screenshot of Martide's maritime recruitment software showing the Forms features 

That will open your original form where you can make any changes.

To delete a Form, click the trash can icon:

Screenshot of Martide's maritime recruitment software showing the Forms features 

TWe hope you've found this guide to the Forms feature helpful but if you need any other help please contact us here.