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How to Send a Form to a Seafarer

Written by Eve Church

When you’ve created a Form in Martide (Settings > Forms), so that you can send it to a seafarer or candidate you need to add it to the relevant Recruitment Pipeline.

Forms are the same as the other stages you add to Pipelines: Document Validation, English Test, Sea Service Check, Medical Check, Visa, Flights, and Approval.

Here’s how to add a Form to a Pipeline.

Go to Settings > Pipelines. The Pipelines page looks like this:

screenshot of Martide's maritime recruitment customizable pipelines

Click the pen icon next to the Pipeline you want to add the Form to (see above) then click Add Stage.

screenshot of Martide's maritime recruitment customizable pipelines

You will see this pop up box:

screenshot of Martide's maritime recruitment customizable pipelines

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

screenshot of Martide's maritime recruitment customizable pipelines

The Form will now be included in that Recruitment or Assignment Pipeline for all

seafarers to complete.

For more about setting stages in Pipelines, see this page.

Previous guide: How to Create a New Form

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