> ## Documentation Index
> Fetch the complete documentation index at: https://docs.appliedaifoundation.org/llms.txt
> Use this file to discover all available pages before exploring further.

# Guidelines documents

> What's in each of the seven guideline documents bundled with the form, and which one to read for which question.

The Metaweave form ships with seven guideline documents in `guidelines/metaweave/`. They exist in both Markdown and PDF form — the Markdown is editable, the PDF is what's circulated to the fleet.

The guidelines describe the actual fields, sections, events, and validation rules of the Metaweave forms in plain language. **Audience: Vessel Masters and officers filling forms; Shore staff reviewing submissions and training crew.**

## The seven documents

Click any card to open the PDF in a new tab.

<CardGroup cols={2}>
  <Card title="01 — Forms Guidelines" icon="book" href="/pdfs/01-Metaweave-Forms-Guidelines.pdf">
    Main field-by-field walkthrough of Noon, Arrival, Departure. Submission workflow, in-port bunker rules, FAQs.
  </Card>

  <Card title="02 — Event Scenarios" icon="diagram-project" href="/pdfs/02-Metaweave-Event-Scenarios.pdf">
    11 diagrams for sequencing events in common operational scenarios.
  </Card>

  <Card title="03 — Cargo Discharge & Heating" icon="temperature-high" href="/pdfs/03-Cargo-Discharge-and-Heating.pdf">
    CII-allowance bunker reporting for tankers — Framo, Marflex, steam-turbine.
  </Card>

  <Card title="04 — STS / Ice / Emergency" icon="triangle-exclamation" href="/pdfs/04-STS-Ice-Emergency.pdf">
    Reporting Ship-to-Ship operations, ice navigation, refuge port calls, SAR/piracy periods.
  </Card>

  <Card title="05 — New Reports" icon="file-circle-plus" href="/pdfs/05-New-Reports.pdf">
    Metaweave-only reports — Statement of Facts, Port Performance Survey, Delay, Month-End Bunker.
  </Card>

  <Card title="06 — Bunker Report" icon="oil-can" href="/pdfs/06-Bunker-Report.pdf">
    Bunker Report walkthrough — voyage timestamps, BDN table, Bio Fuel & Blend dialogs.
  </Card>

  <Card title="07 — Settings & History" icon="gear" href="/pdfs/07-Settings-and-History.pdf">
    Settings panel, Export Configured HTML, linking history.json, daily archive flow, History Viewer.
  </Card>
</CardGroup>

## 01 — Forms Guidelines

The main reference document. Read this end-to-end before filling your first report.

**Covers:**

* **Introduction** — what Metaweave is, the report types, the steps to start
* **Submission workflow** — copy from preview → paste into Outlook plain-text → standardised subject → send
* **Noon Report** — every section, every field: Vessel, Voyage, Distance & Vessel, Weather, Events, Bunker ROB, Technical Parameters, Scrubber, FOWE, Slops & Fresh Water, Master's name
* **Arrival Report** — differences from Noon
* **Departure Report** — differences from Noon, plus Berthing Details
* **In-port bunker rules** — when to add a bunker event vs. a separate Bunker Report
* **FAQs** — common questions

When to read it: **always**. It's the primary crew-facing manual.

## 02 — Event Scenarios

The Events block is the trickiest part of the form. Different operational scenarios need specific event sequences for the analytics to compute correctly.

**Covers 11 scenarios with diagrams:**

* Routine port call (loading/discharging)
* Anchorage waiting → berth
* Bunker operations (alongside vs. anchored)
* STS operations (lightering)
* Canal transits (Suez, Panama, Bosphorus, Sound)
* Drifting / awaiting orders
* Engine breakdown / repair
* Drydock arrival/departure
* Bad weather avoidance
* Refuge port emergencies
* Multiple cargo operations at one port

Each scenario shows: the event sequence, what to flag at noon, when to send Arrival vs. Departure, and which event types to use vs. avoid.

When to read it: when you're about to do anything other than a routine port call, or when you're not sure which event type to pick.

## 03 — Cargo Discharge & Heating

CII (Carbon Intensity Indicator) gives tankers an allowance for fuel burned during cargo discharge and cargo heating. To claim the allowance, that fuel has to be **booked correctly** in the events block.

**Covers:**

* Three discharge systems: Framo (hydraulic pumps), Marflex (electric pumps), steam turbine pumps
* Cargo heating with auxiliary boiler vs. cargo heating with main engine waste heat
* Which event type to use for each system
* Worked examples per system

When to read it: if your vessel discharges crude/products and you want CII credit for the discharge consumption.

## 04 — STS / Ice / Emergency

Three special operating modes that need extra reporting fidelity.

**Covers:**

* **STS operations** — flagging on Noon vs. dedicated event, mother-ship vs. daughter-ship reporting
* **Ice navigation** — `Within Ice Edge` flag, ice-class-specific rules
* **Refuge Port** — calling a port due to emergency (mechanical, medical, weather)
* **SAR / Piracy** — search-and-rescue or piracy avoidance periods

Each section explains: which flag(s) to set, which event type(s) to use, what to add to remarks, what the shore team is looking for.

## 05 — New Reports

Documents the supplementary reports that complement the daily reporting cycle:

* **Statement of Facts (SOF)** — port-by-port activity log + cargo details
* **Port Performance Survey** — feedback on port efficiency (separate from SOF)
* **Delay Report** — captures off-hire periods: when it started, when it ended, reason, claimable hours
* **Month-End Bunker Data** — bunker ROB reconciliation on the last day of each calendar month

Each report has its own field walkthrough.

## 06 — Bunker Report

The Bunker Report has the most complex data structure of all the reports because of the BDN (Bunker Delivery Note) table and the biofuel/blend nested data.

**Covers:**

* When to file a Bunker Report (every lift, including supplementary lifts)
* Voyage timestamps — barge alongside, hose connected, commenced, completed, hose disconnected, barge cast off
* The BDN table — one row per fuel grade lifted with supplier, BDN number, quantity, density, sulphur, viscosity, LCV
* The Bio Fuel dialog — feedstock, ISCC certificate, GHG intensity, sustainability tag (per feedstock)
* The Blend Component dialog — per-component fossil fuel makeup of a blended product
* Worked examples for: pure VLSFO lift, bio-VLSFO blend, mixed grade lift, LNG lift

## 07 — Settings & History

The operational guide for the office (one-time per vessel) and for the vessel (one-time per computer + every Submit).

**Covers:**

* **Part 1 — Shore (one-time per vessel):** Configure Settings → vessel identifiers + validation limits → Save & Apply → Export Configured HTML → email to vessel
* **Part 2 — Vessel (one-time per computer):** Open form → Settings → Link history.json → grant Allow → status reads "Linked"
* **Part 3 — Vessel (every Submit):** What happens automatically — preview opens, encrypted block prepared, history.json updated, toast confirms
* **Part 4 — Viewing past reports:** Open Metaweave-History-Viewer.html → link the same history.json → browse 4 tabs → filter → export Excel/CSV
* **Part 5 — Troubleshooting:** Permission lost, file moved, Firefox/Safari users, history.json corruption recovery

This guide is the source of truth for everything in the [History Viewer](/history/overview) section of these docs.

## How they're built

The seven docs are checked into `guidelines/metaweave/` as Markdown and rendered to PDF by `md_to_pdf.py`. Screenshots referenced from each doc live in `guidelines/metaweave/screenshots/` and are captured by the helper scripts in the same folder (one for the form, one for the viewer). Updates to the guidelines:

1. Edit the `.md` file
2. Re-run `python md_to_pdf.py` to regenerate the PDFs
3. Re-distribute to the fleet

## See also

* [Submitting a report](/form/submitting) — the workflow detailed in `01-Metaweave-Forms-Guidelines.md`
* [Filling reports](/form/filling-reports) — section-by-section field summary
* [Setting up history.json](/history/setup) — the operational guide from `07-Settings-and-History.md`
