Operator guide
Managing compliance tracker
Use the compliance tracker to record certificate expiry dates, vessel compliance items, crew/operator documents, reminders, and document uploads.
Certificates
Due dates
Documents
Reminders
Compliance tracker page · /operator/compliance
← Dashboard — returns to the main operator dashboard.
Page title — Compliance Tracker is where operators manage certificate and document expiry dates.
Item count — shows how many compliance items are currently saved.
Plan tag — shows the current membership tier and item allowance, such as Free, Paid, or VIP.
Add item — opens the modal to create a new compliance item.
Sorted list — items are automatically sorted by urgency: Overdue first, then Due Soon, OK, and Unknown.
Best use: Add anything with an expiry or renewal date: AMSA survey, registration, insurance, EPIRB, flares, lifejackets, first aid, licences, or WWCC.
What you see
← Dashboard
⚠ Overdue
AMSA Survey Certificate
AMSA Survey Certificate⚓ Lady Sapphire
Due: 1 Jun 202612 days overdue
✎🗑
◷ Due Soon
Insurance Renewal
InsuranceAll vessels
Due: 30 Jun 202617 days left
✎🗑
✓ OK
EPIRB Registration
EPIRB Registration⚓ Azure Dream
Due: 18 Dec 2026188 days left
▣ epirb-registration.pdf
✎🗑
Compliance tracker page · Summary cards
Overdue — items with due dates before today. These require immediate operator action.
Due Soon — items approaching expiry. These should be renewed before they become overdue.
On Track — all remaining active items that are not overdue or due soon.
Hidden when empty — summary cards only appear after at least one compliance item has been added.
Operational priority: Overdue compliance may affect whether a vessel should be made available for bookings.
Compliance tracker page · Status colour key
Overdue — red. The due date has already passed.
Due Soon — amber. The due date is approaching and needs attention.
OK — green. The item is active and not close to expiry.
Unknown — grey. Used when the system cannot confidently determine a date-based status.
Border colour — the left border of each item matches the status urgency.
Status pills exactly as they appear
⚠ Overdue Past due date
◷ Due Soon Renew soon
✓ OK On track
◷ Unknown Needs review
Compliance tracker page · Compliance item cards
Status pill — shows overdue, due soon, OK, or unknown.
Title — the operator-friendly item name, such as “AMSA Survey Certificate”.
Category tag — the compliance category chosen from the dropdown.
Vessel / operator level — shows whether the item belongs to a specific boat, all vessels, or operator/crew.
Due and issued dates — due date is always shown; issued date appears when supplied.
Document link — appears only when a file has been uploaded.
Edit / delete buttons — edit opens the form; delete opens a confirmation modal.
Item card anatomy
◷ Due Soon
Fire Extinguisher Tag
Fire Extinguisher Tag⚓ Morpheus
Due: 25 Jun 202612 days leftIssued: 25 Jun 2025
▣ extinguisher-tag.pdf
✎🗑
Compliance tracker page · Empty state
No items yet — the tracker has no saved records.
Suggested examples — the message explains that operators can track survey, registration, insurance, licences, and safety equipment renewals.
Add your first item — opens the Add compliance item modal.
Suggested first items: Start with vessel registration, AMSA survey, insurance, EPIRB, lifejackets, flares, and fire extinguisher tags.
Empty state
No compliance items yet
Track your vessel survey, registration, insurance, crew licences and safety equipment renewals in one place.
＋ Add your first item
Compliance modal · Add / edit compliance item
Title * — required. Use a clear name like “AMSA Survey Certificate” or “Public Liability Insurance”.
Category * — choose from built-in categories such as insurance, vessel registration, crew licence, EPIRB, flares, or other.
Applies to * — choose Specific boat or Operator / crew.
Vessel — appears when the item applies to a boat. Operators can select one vessel or leave as all vessels.
Issued date — optional. Useful for certificates with a start date.
Due / expiry date * — required. This is the date used to calculate status.
Notes — optional. Add certificate number, issuing authority, contact, or renewal instructions.
Validation: The form will not save unless Title and Due / expiry date are filled in.
Add compliance item modal
Category *
Applies to *
Add item
Compliance modal · AI extractor
Where it appears — at the top of the Add/Edit modal before the manual form fields.
What it fills — title, category, applies to, issued date, due date, and notes can be prefilled when the document contains those details.
Operator still reviews — AI extraction is a helper. Operators should check every field before saving.
Manual override — extracted fields can be edited manually before saving.
Accuracy tip: Always verify due dates on official certificates. A wrong expiry date can create false safety confidence.
AI extractor area
AI document extractor
Upload a certificate or image and BookMyWave can help extract the title, category, issued date, expiry date, and notes.
+ Upload document for AI extraction
After extraction: The form fields below are prefilled, but the operator can still edit them.
Compliance tracker page · Free / Paid / VIP rules
Free item limit — Free operators can only add up to the plan limit shown beside the page title.
Limit reached banner — appears when Free plan has reached its item limit and disables Add item.
Upgrade nudge — shown to Free users who can still add items but do not have reminder/document features.
Paid unlocks — email reminders and document uploads per item.
Unlimited tier — Paid/VIP may show unlimited tracking instead of an item limit.
Free plan nudge
Paid unlocks email reminders 30 and 7 days before each due date, plus document uploads per item.
Upgrade →
Free plan limit reached
Free plan limit reached (10 items)
Upgrade to Paid for unlimited compliance tracking, email reminders and document uploads.
Compliance modal · Reminders and documents
Reminder days — Paid/VIP users choose when to be reminded before due date: 7, 14, 30, 60, or 90 days.
Free locked row — Free users see a lock message and Upgrade link instead of reminder settings.
Document upload — Paid/VIP users can upload an image, PDF, DOC, or DOCX.
New item upload — if creating a new item, the file is kept pending and uploaded after the item is saved.
Edit item upload — if editing an existing item, the file uploads immediately to that item.
Document preview — when a file exists, a View document link and remove button appear.
Best practice: Upload the official certificate or expiry page so the operator team can verify compliance without searching emails.
Paid/VIP reminder and document controls
Remind me (days before due)
Document
+ Upload document or image
▣ insurance-certificate.pdf✕
Free locked version
🔒 Email reminders available on Paid plan
Upgrade →🔒 Document uploads available on Paid plan
Upgrade →
Compliance tracker page · Delete confirmation
Trash button — opens the delete confirmation modal.
Cancel — closes the modal and keeps the item unchanged.
Delete — removes the item from the compliance tracker list.
After deletion — item count is reduced and the Free plan can add another item if it was at the limit.
Warning: Only delete an item if it should no longer appear in the operator compliance tracker.
Delete confirmation modal
This compliance item will be hidden from your tracker. It will no longer appear in your list.