🖋️Review or Audit your SMS

Information about recording a review or an audit of all pr parts of your SMS.

Most organisation need to review each vessels SMS at least annually.

Our SMS TOKEN system has a great Audit and Review feature built right in, meaning all history, notes, approvals and amendments are captured and saved as you go!

You can complete this internally, or share with an external party as required.

Make sure to select the "Enable Reviews" checkbox when creating your SMS token!

To get started, you'll need to create an SMS Token URL for the vessel, selecting the sections you wish to review (see Share my SMS with external parties for more information).

You can share this link with external parties, or simply open the link yourself to begin the review

Note: No SMS content can be edited directly from this page.

Completing your review or audit

1

Open the token link

Click "View Link" to open the SMS token

2

Click the pencil icon to enter audit/review mode

As this is a separate web page, you will be asked to enter your details so the system can attribute the audit to someone

3

Add comments or general notes

Use the "General Notes" at the top of the page to add details like type of review other persons involved, general feedback.

4

Add comments to individual items

Click "Add audit notes to either mark as reviewed or add comments/recommendations

5

Save the review

Click "Complete Audit" to save the audit summary, then close the tab.

Reviewing and closing out the audit

Admins can review each item and mark as resolved as required or continue with the audit.

1

Open the review summary

From the SMS tab, select "SMS Audits" from the Quick links menu

2

Open the audit summary

Select View Details to open the audit.

3

Resolve each item

Some sections allow you to jump and edit the content directly, and we are working on integrating more sections. Once youe made the required updates, select "Mark as resolved"

4

All done!

Click Done to save the audit. The title will show X of X items resolved.