# INSB Class Certificate Management System - User Manual

Welcome to the INSB Class Certificate Management System. This manual provides a detailed guide on how to navigate and use the application for both Administrators and regular Users (Surveyors and Head Office staff).

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## Table of Contents
1. [Introduction](#1-introduction)
2. [Getting Started](#2-getting-started)
3. [Administrator Guide (Head Office)](#3-administrator-guide-head-office)
    - [User & Role Management](#user--role-management)
    - [Fleet & Entity Management](#fleet--entity-management)
    - [Certificate Templates](#certificate-templates)
    - [Certificate Administration](#certificate-administration)
4. [User Guide (Network Surveyors)](#4-user-guide-network-surveyors)
    - [My Ships & Fleet Overview](#my-ships--fleet-overview)
    - [Certificate Operations](#certificate-operations)
    - [Batch Operations (Issue, Endorse, Revoke)](#batch-operations)
5. [Common Features](#5-common-features)
    - [Document Verification](#document-verification)
    - [Profile Management](#profile-management)

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## 1. Introduction
The INSB Class Certificate Management System is a comprehensive platform designed to streamline the issuance, endorsement, and management of maritime certificates. It ensures regulatory compliance and provides a centralized database for all vessel-related documentation.

## 2. Getting Started
### Accessing the System
- **Login:** Enter your credentials at the login page.
- **Session Security:** The system includes an auto-logout feature for security. You can see your remaining session time in the header and reset it if needed.
- **Dashboard:** Upon logging in, you will be directed to your dashboard, providing a high-level summary of active ships and certificates.

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## 3. Administrator Guide (Head Office)
Administrators have full access to the system configuration and oversight of all certificates and users.

### User & Role Management
- **Users:** Create, edit, and manage accounts for Surveyors and Office staff. You can export the user list to Excel for reporting.
- **Sync Ships:** Assign specific ships to users to control their visibility and management rights.
- **Roles & Permissions:** Define access levels to ensure users only see the data relevant to their role.

### Fleet & Entity Management
- **Ships:** Maintain the central registry of all vessels, including technical specifications like hull material, builder, and type.
- **Third-Party Entities:** Manage the database of:
    - **Managers & Owners:** Contact details and associations with ships.
    - **Ports & Countries (Flags):** Essential data for certificate issuance.
    - **Ship Builders:** History and builder details.

### Certificate Templates
- **Template Management:** Create dynamic templates for different certificate types (e.g., Loadline, Cargo Gear, Safety Radio).
- **Field Configuration:** Define specific JSON fields for each template that need to be filled during issuance.
- **Import/Export:** Templates can be exported and imported between different environments or for backup.

### Certificate Administration
- **Issuance:** Review and finalize certificates initiated by surveyors.
- **Digital Signatures:** Sign certificates electronically using the integrated signing service.
- **Revocation & Reinstatement:** Formally revoke invalid certificates or reinstate them when conditions are met.
- **Excel Import:** Use the bulk import feature to migrate large sets of certificate data from legacy Excel sheets.

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## 4. User Guide (Network Surveyors)
Surveyors focus on the day-to-day operations of ship inspection and certificate updates.

### My Ships & Fleet Overview
- **Ships List:** Access a list of ships assigned to you.
- **Ship Details:** View the full history, active certificates, and recent changes for a specific vessel.

### Certificate Operations
- **View Certificates:** Search and filter through active or expired certificates.
- **Preview & Download:** Generate PDF previews or download the official signed documents.
- **Unofficial Uploads:** Upload scanned copies or unofficial documents for record-keeping.

### Batch Operations
The system supports efficient batch processing for multiple certificates on the same ship:

#### **Batch Issuance**
1. Select the Ship.
2. Choose the Certificate Templates to issue.
3. Fill in the required data fields for all selected certificates in one go.

#### **Batch Endorsement (3-Step Process)**
1. **Select Ship:** Pick the vessel from your assigned list.
2. **Select Certificates:** Choose the valid certificates that require endorsement (e.g., Annual, Intermediate).
3. **Fill Details:** Enter the surveyor name, place, date, and specific endorsement type for each certificate.

#### **Batch Revocation / Reinstate**
- Quickly update the status of multiple certificates if a ship undergoes significant changes or fails inspection.

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## 5. Common Features

### Document Verification
- Anyone with a certificate's UTN (Unique Tracking Number) can verify its authenticity via the public verification portal at `docverify.insb.gr`.

### Profile Management
- **Update Info:** Change your password and update your personal contact information.
- **Office Association:** View which regional office you are currently associated with.

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## Support
For technical support or feature requests, please contact the INSB IT Department.