MetricVelocity
Marine PMS — User Guide

A complete guide to managing your fleet, maintenance jobs, documents, and reports using the Marine Planned Maintenance System.

1

Getting Started

🔐
Login
Go to marinepms.metricvelocity.com and enter your credentials. You will land directly on the Marine PMS dashboard.
🧭
Navigate
Use the left sidebar to switch modules. Use ⌘G or the search bar to quickly jump to any record or page.
👤
Your Role
Your access is determined by your role — Chief Engineer, Engineer, Fleet Manager, or Viewer. Contact admin to change roles.
2

Fleet Management

⚓ Vessels
Action How To
Add a Vessel Fleet Management → Vessel → New. Fill Name, IMO Number, Vessel Category, Company.
Add Equipment Fleet Management → Equipment → New. Link to Vessel and set the equipment type.
Add Sub Equipment Fleet Management → Sub Equipment → New. Link to parent Equipment.
Manage Spare Parts Fleet Management → Spare Part. Set minimum stock levels to trigger low-stock alerts in reports.
Assign Crew Roles Fleet Management → Crew Role → New. Define roles like Chief Engineer, Second Engineer etc.
3

Maintenance Jobs

🔧 Maintenance Jobs
Action How To
Create a Job Maintenance → Maintenance Job → New. Select Vessel, Equipment, assign due date and crew.
Update Job Status Open the job → change Status to In Progress or Completed. Add notes in the description.
Track Overdue Jobs Reports → Overdue Jobs. Filter by vessel or date range to see all overdue items.
Schedule Recurring Set Frequency field when creating a job. System auto-schedules next occurrence on completion.
● Completed ● In Progress ● Scheduled ● Overdue
4

Document Management

📄 Ship Documents
Action How To
Upload a Document Document Management → Ship Document → New. Fill Title, Category, Vessel, then attach file. Version is auto-tracked.
Set Expiry Alert Set Expiry Date and enable Alert on Expiry. System warns 30 days before expiry.
Organise with Folders Create folders under Document Management → Document Folder. Supports nested sub-folders.
Version History Re-upload a file to the same document — previous versions are saved automatically in the Version History table.
Filter by Category In the Ship Document list, use the sidebar filter to filter by Category, Status, Vessel, or Expiry Date.
5

Reports

📋 Overdue Jobs
Lists all maintenance jobs past their due date. Filter by vessel or crew. Export to PDF or Excel for inspection records.
📅 Jobs Due This Month
All jobs scheduled for the current month. Use this for weekly planning and crew briefings.
🔩 Spare Parts Below Minimum
Flags spare parts that have fallen below the minimum stock threshold. Raise purchase orders before critical levels are reached.
🕰️ Maintenance History
Full audit trail of all completed jobs per vessel and equipment. Filter by date range for ISM/SIRE audits.
6

Pro Tips

⚡
Use keyboard shortcut ⌘G to instantly search
Type any vessel name, document title, or job number to jump directly without using the menu.
📌
Pin frequently used reports
Open any report → click the bookmark icon to pin it to your sidebar for one-click access.
📤
Export any list to Excel
In any list view, click the menu (⋮) → Export. Choose columns and format. Great for offline reporting.
🔔
Set expiry alerts on all certificates
Always enable Alert on Expiry when uploading certificates or compliance documents. The system notifies 30 days before expiry.
🗂️
Organise documents with nested folders
Create a folder structure like: Vessel → Certificates → Safety. Use the parent_folder field in Document Folder.
Need Help?
Contact your system administrator or reach out to MetricVelocity support.
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