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Guide 05

Running the Compliance Matrix

This guide is for the Master Terminal — it covers defining what certificates every department must hold, and reading the fleet-wide status view as crew upload their documents.

1. Define required certs per department

From Admin → Compliance Matrix, add a required certificate — for example, an ENG1 Medical for every department, or STCW Basic Safety Training specifically for Deck and Engine. Each requirement is tied to a category (STCW, Medical, CoC or Misc) and one or more departments.

2. How matching works

As crew upload documents under their own Documents screen, SeaLog matches them against your requirements automatically — by category, and a case-insensitive match on the name. A crew member's own document named "ENG1 Medical Certificate 2026" will satisfy a requirement for "ENG1 Medical" without needing an exact match, since crew don't all name their scans identically.

3. Reading the fleet-wide view

The matrix shows a red / amber / green status for every crew member against every requirement — on file, expiring soon, or missing entirely — so you can see at a glance who needs to renew or upload something before it becomes a problem.

4. Passport and Visa tracking

Documents also covers Passport and Visa entries with the same expiry tracking as certificates — each crew member sees their own passport/visa renewal reminders on their dashboard, using the same amber/red thresholds (the amber threshold at 180 days conveniently doubles as most countries' six-month passport validity rule).

The matrix only ever reads certificate metadata that's been synced — no document images are uploaded to the sync server, just name, category and expiry date.

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