Required waivers and the medical questionnaire

Two settings on a waiver template decide how much weight it carries. General waiver decides who has to sign it, and Medical waiver adds the diver medical questionnaire to the signing page. On top of that, a course template and a single dive group can each ask for more waivers.

Who has to sign

General waiver in the template dialog offers four choices. Only active templates count.

The template's card in Settings shows the matching badge: Required for everyone, Required for fun dives or Required for courses.

Extra waivers for a course or a dive group

Two more places add waivers on top of the general ones:

• Additional waivers on a course template are required of every student of the courses planned from it. The picker only offers templates that are Not required or Required for fun dives only, because students already need the others. See Build a course template.
• Extra waivers for this group on a dive group are required of everyone in that one group, fun divers and students alike, for example a wreck release for one departure. The picker offers every active template except the ones Required for everyone. See Dive groups and participants.

How each diver's list is built

Every diver in a dive group is checked against their own list: the general waivers for fun dives or for courses, depending on how they are seated, plus their course template's additional waivers if they are a student, plus the group's extra waivers. A fun diver and a student in the same group can therefore need different waivers. Each source only adds; none takes a waiver away. Staff members in a group are never checked.

That list drives:

• each dive group's Waiver check and the trip's departure check, course groups included - a fun diver can be seated in one by booking;
• the dashboard's Missing waivers panel;
• the Waiver expires before trip notification, whichever way the waiver was signed, uploaded or confirmed.

The Waivers word in the customer header is narrower: it only looks at templates Required for everyone, because what else a diver needs depends on the trip. How each check reads is covered in Waiver expiry, renewal and checks.

Note: Required means flagged, not enforced. DivePilot never blocks a booking, an enrolment, a place in a dive group or a seat on the boat because a waiver is missing. Checking before departure is up to your team.

A required waiver is not sent automatically either: nothing goes out when a customer books online, enrols or registers. You request each signature yourself.

Medical waiver

Switch Medical waiver to Is a medical questionnaire for a medical statement, such as the agencies' medical forms. When a customer opens the signing link, a Medical questionnaire with ten questions appears above the name and signature. Each is answered with Yes or No. They ask about:

• lungs, breathing, heart or blood problems;
• being over 45, which by itself does not block signing - see below;
• struggling with moderate exercise;
• eye, ear or sinus problems;
• surgery in the last 12 months;
• loss of consciousness, migraines, seizures or head injury;
• psychological treatment or addiction;
• back problems, hernia, ulcers or diabetes;
• stomach or intestine problems;
• prescription medication.

Every question must be answered before Sign the waiver can be pressed. The questions are the same for every medical template and every agency, and you cannot edit them or add your own. They appear in the language the signing page is shown in.

The age question is different

A Yes to being over 45 does not stop signing by itself. It opens four more questions about smoking, cholesterol, blood pressure and family heart history before age 50. Only a Yes to one of those four counts as a Yes for the age question; No to all four still lets the diver sign online, whatever their age.

When a diver answers yes

A Yes to any of the other nine questions, or to one of the four age follow-up questions, stops the online signature. The diver sees Medical evaluation required, which tells them to contact the dive center and bring a signed medical clearance. The name, signature and sign button are greyed out.

What this means for you:

• Nothing is saved and nobody at the dive center is notified. The request shows Link sent until the link expires after 48 hours, then Link expired. It never shows Expired on its own - a request only gets an expiry date once it is actually completed.
• The diver can change the answer back to No and sign. The change leaves no trace.
• When the diver brings the physician's form, use Upload signed copy or Photograph signed copy on the customer's Waivers tab. These are not offered on a record whose link is still active, so press Request waiver again. See Request a waiver signature.

A medical waiver signed online lists the answers under Medical answers on the record. Since any Yes stops the signature, stored answers are always No. An uploaded or in-person medical waiver has no stored answers; the proof is the paper form.

Who can see the answers

Anyone with the permission to view waivers can open Documents and every customer's Waivers tab. That shows the medical answers, the drawn signature, the IP address and the device, and opens uploaded copies such as a physician's form. Every built-in preset includes this permission, Divemaster, Boat master and Instructor too. It has no "own" version, so Documents lists all customers, not only those on a person's own trips. There is no separate permission for medical data.

To narrow it down:

• Untick View in the Waivers group of that person's permissions. Presets only prefill, so changing a preset alone changes nobody's access.
• This also hides Documents, the customer's Waivers tab and header word, and the waiver notifications, so the person can no longer request waivers either. The trip's Check waivers keeps working, as it needs no waiver permission.
• For people you add later, create a preset without it. See Roles & presets.