November 21, 2009
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Organizing Your Boat
Boat Paperwork Can Be Daunting. Here is a Strategy To Manage the Manuals and Put Receipts in Their Place.

It is a fact of boating life, and something we rarely talk about: these vessels of ours come with a heck of a lot of paper. There are receipts, registrations, manuals, warranties, parts lists, insurance records and a great deal more.

Sorting through it all is no one's idea of fun, but there are good reasons to have the documentation for your boat and equipment organized and readily accessible. Some would even call it good seamanship.

Conducting an inventory of your vessel's paperwork and organizing it properly can pay dividends in many different ways. It can help you stay on top of maintenance schedules, keep your boat registered and insured, and track all the associated costs.

It is also a matter of safety. When something breaks–and everything eventually does–you will have a manual on hand to help with the diagnosis or repair, and a list of parts to turn to for guidance. Get organized enough and you may even have the part on hand and know where it is located.

Of course, assembling all that paper in a way that makes sense can be daunting, but it is also something that can be done in stages and it costs almost nothing. In fact, it may actually save you money–and perhaps increase the value of your boat.

PAPER TRAIL

Proper onboard documentation is not achieved overnight. Ideally, the process should begin when you take possession of your boat and continue until you sell it, providing a consistent paper trail that documents maintenance, usage and repairs.

The reality for many people, however, is that they have some records and­ some sort of system, but they don't put a great deal of energy into either until it is absolutely necessary. While the situation is understandable, it is also worth fixing–and there is much you can do.

At home, start by collecting the documents associated with your purchase, including tax receipts, loan papers, surveys, inspections and records showing state registration or Coast Guard documentation. Include your insurance forms, along with any supporting receipts, and add copies of the family passports to the pile.

On the boat, you will want to do an inventory of the onboard systems so you can find the appropriate documentation. Done properly, this inventory can also form the basis of a comprehensive maintenance schedule and spare parts list later on.

Start at one end of your boat and move to the other, listing the major pieces of equipment in a notebook, along with their manufacturer, model number, serial number, purchase date (if you know it) and any other pertinent information. This can be messy work because not everything is easily accessible, so give yourself enough time.

The list you create can then be used to locate manuals, parts lists, warranty information, receipts and other important documents. Owner's manuals are a good place to start. In an ideal world, they would be on board when you take possession of the boat, but that often is not the case.

Start with the operation, maintenance, repair and parts manuals for your engine(s) and generator. Even if you don't intend to do maintenance yourself, having the manuals onboard can save you money, because a mechanic won't have to waste time locating them. The same applies to any other system aboard your boat.

If you need to obtain missing materials, start at the equipment manufacturer's website. More and more manufacturers are placing their documentation online and downloads are usually free. Websites also have quick-start and installation guides, diagrams, pictures and listings of parts and dealerships, as well as other helpful information.

Another place to look is owner groups that support your vessel. Many have files containing maintenance information and manuals addressing the equipment used most often aboard models similar to yours. You can also ask members if they have manuals that can be copied for you, but be sure to offer compensation.

You may also be able to obtain drawings, plans or blueprints for some or all of your boat. Wiring and plumbing diagrams may also be out there. If they are available, get them. These can be invaluable when it comes to locating problems, planning an overhaul or assisting anyone doing work on your boat.

LOGS AND LISTS

Another part of proper vessel documentation is the information you maintain as captain. Log books, for example, can be important records. Your boat might have a traditional ship's log, as well as logs for major equipment that require regular maintenance (known as engineering logs). These contain information about operating hours, fuel consumption, maintenance such as oil changes and any major repairs. If work was done, you can include the estimate and receipt. (For a story on logs, see link below.)

 
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