📖
OffshoreSMS Docs
  • 📚OffshoreSMS - Official Docs
  • 🤝Introduction
  • 🔑KEY CONCEPTS
    • ⚠️Important Information
      • 🖥️App vs web dashboard
      • 🔄Fleets, Assets and People
      • 👬User accounts & public profiles
  • ⁉️FAQs
    • ❓Troubleshooting
    • 👨‍🔧Adding or removing users to/from your team.
    • Managing administrator's access
    • 🛥️Add or remove crew from your assets
    • 📤Share my SMS with external parties
    • 🛫Exporting/sharing Log Histories
  • ▶️GETTING STARTED
    • Create a free user account and profile
      • 💻Create a free profile from the Web or PC
      • 🥷Create a free profile from the App
    • Set up a new Fleet.
    • Set up a new asset
    • Getting set up on the App
      • 📲Download the app
      • 🥷Create a free profile from the App
      • 🔑Log in as a member
      • Connet to an Asset from the app
    • Using the app
      • Complete the vessel or asset Self Inductions
      • Complete a New Crew Induction
      • View the asset alerts
      • Start using the TRIP feature
      • 📖In-app user guides and support tickets
  • 🏡YOUR FLEET
    • 👥FLEET Team Members
      • Adding new users to your team
      • Removing users from you team
      • 🔑Fleet administrator permissions and notifications
        • Manage other administrator's permissions and access
        • Admin Permissions Matrix
        • Advanced Restricted Admin Permission settings
        • Admin Notification settings
      • 🛥️Adding/removing team members to and from marine assets
      • 📧Fleet Team Messaging
      • 🏷️FLEET Team Member Tags
        • Add and edit the fleet team tags.
        • Assign tags to a user
        • Filter team members by tag
      • 🤗GROUP team members
        • Manage the roles for team members of a GROUP
        • Add and Edit the GROUP team tags
        • Message GROUP team members
    • 🛥️Managing Assets in a Fleet
      • ⛴️Create a new marine asset profile
      • 📂Grouping Assets
        • 🔐Manage admin access to selected groups
      • 🏷️Asset Tags
      • 💲Manage/upgrade subscriptions
      • Delete an asset
    • 📊The Fleet Dashboard
      • Fleet Info & profile
      • Fleet Alerts
      • SMS Health Tracker
      • Asset Activity
      • Fleet activity
      • System and Fleet notices
    • ⚓Fleet Content
      • 🌐Managing the Fleet Library
        • Creating fleet content
        • Revisions, Edits and Version control
        • Changing the Saved order
        • Search, temporarily filter and sort
        • 🏷️Fleet Content Tags
      • 🔁Sharing/Assigning content to assets
    • 🗂️Reporting & Stats
      • 🗂️Creating and Exporting Custom Reports
      • 🔦SMS Audits
    • ⭐Suppliers (Enterprise Feature)
      • Key Information
      • Supplier Organisations
      • Supplier Members
      • Supplier Tags
    • 💵Expense Logs (Enterprise feature)
    • 💲Billing
      • Manage your card details
      • Upgrade or Renew asset subscriptions
      • Enable/Disable auto-renewal
      • View Current and Paid Invoices
      • View your payment history
      • Cancelling a subscription
  • ⛴️ASSET PROFILES
    • ℹ️Important Information
    • 📈Asset Dashboard
      • Asset ToDo (task) Lists
    • ⚙️Information and Settings
      • General Settings and Info
      • Spec sheet
      • Important asset documents
      • Events and Reminders
      • Log Sequences
    • 🧑‍🤝‍🧑Your Team
      • ⛑️Roles, Responsibilities and App Permission settings
      • 📲Assign Asset Roles to your team
      • 🪪Crew Qualifications
      • 📢Management responsibility statements
      • 🛟Drills
        • 🚂Crew Training (Enterprise feature)
      • Crew Inductions
      • Passenger or Visitor Safety Briefings
    • 🛠️Maintenance, Fluids and Inventory
      • 🔧Setting up plant & equipment items
        • Fuel and Other Tanks
        • Plant & Equipment Tags
        • Offline P&E items
      • ⚙️Setting up maintenance schedules
      • View Maintenance History
      • Inventory and Equipment
      • ⚠️Defects and Hazards
        • View the Hazard/Defect register
        • 🆕Create a new Hazard/Defect
        • 👍Update or resolve a Hazard/Defect
      • ☑️Unscheduled Maintenance Checklist
    • 🛟Safety Management System
      • 🏗️Building and managing your SMS content
        • ➡️Outsource the SMS set up
        • ✍️Write your own content.
        • 💡Using OffshoreSMS helper content.
        • 🌏Import content from your fleet library
      • ⚠️Risk Assessments
      • Revisions, Edits and Version control
      • Sharing your SMS with external parties, or printing your SMS.
      • Generate a PDF of individual SMS content items
      • Clone your SMS to other assets in your fleet
    • 🚦Trips, Start ups etc
      • Key Information about Trips
      • Starting a New trip
      • View an active trip
      • Creating a scheduled or upcoming trip (add on feature)
      • Passenger Manifests (add on feature)
        • Public Trip Page
      • View Trip Histories
      • Startup and Shutdown checklists
      • Trip Custom Fields
      • Trip Settings
    • ✍️Custom Forms
      • Key Features and functions
      • Create and Edit a custom form
      • Manage the form Settings
      • Complete a custom form on a web browser
      • Share access to a custom form.
      • Delete a Custom Form
    • Log Histories
    • 📖Operations Manual (Add on feature)
  • General
    • 🧑‍🎓App Tutorials
    • 📭Previous Newsletters
      • December 2023 Updates
      • 2023 MO504 Updates
      • May 2023 Updates
Powered by GitBook
On this page
  • Creating a Passenger Manifest for a trip:
  • Share a link to the public Trip page with a passenger
  • OR Copy & Paste the link into an Email:
  1. ASSET PROFILES
  2. Trips, Start ups etc

Passenger Manifests (add on feature)

Last updated 2 months ago

Passenger Manifests are available for each trip only if the setting "Enable the passenger manifest" is checked in the trip settings, which is usually checked by default. See Creating a scheduled or upcoming trip (add on feature) for more information.

Passenger manifests can only be populated for a trip that's scheduled or active. See Creating a scheduled or upcoming trip (add on feature) for information on how to schedule a trip.

App users can view the manifest, passenger details and completed forms, and mark passengers as on board or not.

A Passenger manifest created in the trip allows admins and app users to share a link to a Public Trip Page specific to the trip, that passengers can view and update their own details, and COMPLETE AND SUBMIT CUSTOM FORMS.

Many OffshoreSMS customers use this feature for thigs like booking confirmations, passenger waivers etc.

See Passenger Manifests (add on feature) for more information about manifests.

Sharing the public page for the trip is only available if "Allow Public Access" is checked in the trip settings. See Creating a scheduled or upcoming trip (add on feature) for more information.


Creating a Passenger Manifest for a trip:

  1. From the Asset's home page, select the "Manage Trips" tab.

  2. Select the "Scheduled Trips" button then on the required trip, select "Manage Trip". If there are no scheduled trips, you will need to first create one. If you do not see the scheduled Trip button, contact OffshoreSMS to upgrade your plan.

  3. Scroll down to the passenger Manifest sectionand select "View Manifest".

  4. Choose from the right hand Menu:

    1. Link a Custom form: Choose from the asset's library of custom forms to add to the manifest and allow passengers to complete them.

    2. View Completed Forms: View any completed custom forms linked to this manifest

    3. Add a Passenger: (Note: You need at least a Name and Phone number to save a passenger to the manifest).

      1. Add a Name, Phone number, email, home and local address.

      2. Add multiple Dependants as required.

      3. Add extra details like next of kin details and any notes as required.


Share a link to the public Trip page with a passenger

Once you have entered a phone number or email into the passenger manifest, you can opt to have the system send the passenger a link to the Public Trip Page, where they can view the trip details, update their information and complete any custom forms linked to the manifest.


OR Copy & Paste the link into an Email:

  1. From the asset's home page, select the Manage trips tab

  2. Select "Scheduled Trips" to view you list of scheduled trips

  3. On the trip you'd like to share, click "Manage Trip"

  4. Select "Trip Link" from the menu on the right.

  5. Select "Copy Trip Link" from the pop-up window. This copies the web address URL to your clipboard.

  6. Open your email handler and paste the link into an email (CTRL "V")

⛴️
🚦