# Safety Reports & Audit — New Features (April 2026)

---
# Safety Report - Observation Due Date and Responsible Role

## New Feature

Observations in Safety Reports now have two additional fields:

- **Due Date** — the date by which this observation should be resolved
- **Responsible Role** — the role responsible for follow-up (e.g. Master, Chief Officer, HSEQ Manager)

## How it works

When a new observation is created, the **Responsible Role** is automatically pre-filled from the Audit Type configuration (if a default role has been set).

When the Safety Report is closed, the Due Date and Responsible Role are transferred to the generated task.

## Configuration: Default Responsible Role per Audit Type

1. Open the **Audits** module.
2. Go to **Configuration** > **Manage Audit Types**.
3. Select an Audit Type and set the **Default Responsible Role** dropdown.
4. Save.

All new observations created under this Audit Type will automatically have this role pre-filled. The role can be changed manually per observation.

> **Note:** The default role is only applied to new observations. Existing observations are not affected.

## Table of Contents

1. [Part of Scoring](#1-part-of-scoring)
2. [Repeatable Sections](#2-repeatable-sections)
3. [Require Tank Type](#3-require-tank-type)
4. [Sub-Items (Hierarchical Questions)](#4-sub-items-hierarchical-questions)
5. [Previous Inspection](#5-previous-inspection)
6. [Flagged Items](#6-flagged-items)

---

## 1. Part of Scoring

You can now control which questionnaire elements contribute to the overall inspection score. A new **"Part of Scoring"** checkbox is available at three levels of the questionnaire hierarchy:

| Level | Where to find it | Effect when unchecked |
|-------|-----------------|----------------------|
| **Answer Set** | Item Config → Answer Sets → Edit | The entire answer set is excluded from scoring wherever it is used |
| **Item Number** | Item Config → select an item → Details panel | This specific question is excluded from scoring in all questionnaires that use it |
| **Questionnaire Topic** | Questionnaire → Topic Details panel | This topic is excluded from scoring in this specific questionnaire only |

### Default Behavior

By default, **all items are included in scoring**. You only need to take action if you want to *exclude* specific elements. Items that use **Text**, **Date**, or **Numeric** answer types are never scored regardless of this setting — only items with Answer Set gradings contribute to the score calculation.

> **Tip:** Use the Answer Set level to globally exclude informational answer sets (e.g. "Yes / No / N/A" used for documentation purposes only). Use the Topic level when the same item should be scored in one questionnaire but not in another.

---

## 2. Repeatable Sections

Chapters in a questionnaire can now be configured as **Repeatable Sections**. This allows auditors to dynamically add multiple instances of the same question set during an inspection — for example, one set of questions per tank, per cargo hold, or per piece of equipment.

### Configuration (Item Config)

1. Open **Item Config** and navigate to the group (chapter) you want to make repeatable.
2. In the group properties, check the **"Repeatable Section"** checkbox.
3. Save the configuration. The chapter is now marked as repeatable for all questionnaires that use this group.

### Usage in Questionnaires

1. When a questionnaire is created, chapters marked as repeatable appear **empty** — no topics are pre-filled.
2. Click the **"Add Section"** button within the chapter.
3. Enter a **name** for this section instance (e.g. "Ballast Tank No.1 PS").
4. A new sub-chapter is created containing all questions from the group template.
5. Repeat to add as many section instances as needed.

> **Scoring:** Each section instance is scored independently. The chapter total reflects the combined score of all section instances.

### Example

A chapter **"07 Tanks"** is configured as a repeatable section. During the inspection, the auditor adds three sections:

- "Ballast Tank No.1 PS" — with its own set of questions and score
- "Ballast Tank No.2 SB" — independent questions and score
- "Fresh Water Tank FWD" — independent questions and score

---

## 3. Require Tank Type

This feature extends [Repeatable Sections](#2-repeatable-sections) with an optional **tank type classification**. When enabled, auditors must select a tank type before creating a new section instance.

### Configuration

1. In Item Config, select a group that is already marked as **Repeatable Section**.
2. Check the **"Require Tank Type"** checkbox (only visible for repeatable groups).

### Usage

1. When clicking **"Add Section"**, a **Tank Type dropdown** appears first.
2. Select the appropriate tank type (e.g. "Fuel Oil Tank", "Ballast Tank", "Cargo Tank").
3. Enter the section name (e.g. "ULSHFO Bunker Tk SB").
4. The section is created with a combined caption: `Fuel Oil Tank - ULSHFO Bunker Tk SB`

> **Note:** The tank type is stored with the section and appears in the generated HTML report, making it easy to identify and filter sections by type.

---

## 4. Sub-Items (Hierarchical Questions)

Questionnaire items can now have **sub-items**, enabling hierarchical question structures. This is useful when a main question has several related follow-up questions or detail fields.

### Creating Sub-Items (Item Config)

1. In **Item Config**, select the parent item that should contain sub-items.
2. Click **"New"**.
3. A confirmation dialog asks: **"Create sub-item?"** — click **Yes**.
4. The new item is created as a child of the selected item.
5. Configure the sub-item with its own question text, answer type, and scoring settings.

### Display in Reports

- Sub-items are displayed **indented** underneath their parent item in both the questionnaire editor and the generated HTML report.
- Each sub-item can have its own **answer set and grading** (if "Part of Scoring" is enabled).
- The parent item's score is independent of its sub-items — each is graded separately.

### Example

| Item | Type | Answer |
|------|------|--------|
| **Ballast Water Management** | Parent (Answer Set) | Satisfactory / Unsatisfactory |
|     Last Sample Date | Sub-item (Date) | *date picker* |
|     Certificate Valid Until | Sub-item (Date) | *date picker* |
|     Treatment System Operational | Sub-item (Answer Set) | Yes / No |

---

## 5. Previous Inspection

A new **"Previous Inspection..."** button on the Cover Page allows auditors to reference the previous inspection for the same vessel. This information is included in the generated HTML report under "Previous Report".

> **Availability:** The button is visible once the report status is **In Progress** or later.

### Two Input Modes

Clicking the button opens a dialog with two options:

| Mode | Description | When to use |
|------|-------------|-------------|
| **Select from list** | Shows all previous audits/inspections for this vessel (across all inspection types). Each entry displays the inspection name, date, and achieved score. | When the previous inspection was conducted in ZeeBORN |
| **Enter manually** | Allows free-text entry of: Name, Date, Score, Max Score | When the previous inspection was conducted externally or before ZeeBORN was in use |

### Clear

Use the **"Clear"** button to remove the previous inspection reference if it was set by mistake.

---

## 6. Flagged Items

Auditors can now **flag individual topics** during an inspection to highlight items that require special attention. Flagged items are prominently displayed in the generated HTML report.

### How to Flag an Item

1. Open a topic in the questionnaire.
2. In the **Topic Details** panel, check the **"Flagged"** checkbox.
3. The item is now marked as flagged. Repeat for any additional items.

### HTML Report: Flagged Items Overview

The generated HTML report includes a dedicated **"Flagged Items & Actions"** overview page, placed before the chapter details. This page provides a quick summary of all flagged findings:

| Column | Description |
|--------|-------------|
| **Chapter** | The chapter containing the flagged item |
| **Topic** | The specific question/topic that was flagged |
| **Grading** | The score/grade assigned to the item |
| **Remarks** | Auditor remarks for the item |
| **Action** | Any corrective action assigned to the item |

### Report Header Indicators

The overview page header shows a summary count, for example:

> **"7 flagged, 2 actions"** — indicating 7 items were flagged, of which 2 have corrective actions assigned.

Each chapter header in the report also shows its flagged item count:

> **"2 flagged, 1 action, 143 / 186 (76.88%)"**

---

*Generated by ZeeBORN Development Team — April 2026*

*[PO]: Purchase Order  
*[AZA]: local folder
*[(PO]: Purchase Order  
*[RQ]: Requisition  
*[(RQ]: Requisition  
*[RfQ]: Request for Quotation  
*[(RfQ]: Request for Quotation  
*[SO]: Service Order  
*[(SO]: Service Order  
*[SQ]: Service Requisition  
*[(SQ]: Service Requisition  
*[SRfQ]: Service Request for Quotation  
*[OoB]: Open on Board  
*[(OoB]: Open on Board 
*[ART]: Average Running Time (operation hours per day) 
*[MC]: Master Contract
*[ADS]: Advantage Database Server (database engine used in previous versions of the ZeeBORN software)
*[.replic]: file extension for replication files (aka data transfer files)