The Forms feature has been created for shipowners and crew managers 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 on Settings in the drop down menu under your profile picture and then on Forms:
When you click on Forms you will be taken to a page that looks like this. At first your page will be empty but in our example we have already created some Forms:
Here you can:
- Add a new Form by clicking the +Add form button.
- 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 by A-Z or Z-A, or by 0-9 or 9-0 by clicking the 3 lines next to the word Name.
How to create a new Form
Click the blue +Add form button at the top of the page. You will be taken to this 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:
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:
You can choose different formats for each question in a Form.
If you choose Paragraph you can enter a question like this:
If you choose Multiple Choice you can enter a question like this:
If you choose Checkboxes you can enter a question like this:
If you choose Linear Scale you can enter a question like this:
If you choose Multiple Choice Grid you can enter a question like this:
If you choose Checkbox Grid you can enter a question like this:
You can add as many questions with as many different types as you like. When you’ve covered everything you want to ask then click the blue Save button. Your Form is now visible on the main 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:
Click on Pipelines and you will see a page that looks like this:
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.
You will then see this pop up box:
Choose Form and complete the information as required in the following screen:
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 Ex-Crew.
When you’ve finished, click the blue Save button at the bottom of that page.
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:
That will open up this pop-up box:
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:
That will open up your original form where you can make any changes.
To delete a Form, click on the trash can icon:
That's it. We hope you've found this guide to the Forms feature helpful but if you need any other help please contact us here.