Once the flight is created, both OPS and Sales departments can start preparing the flight for dispatch by working on particular sectors of the Checklist.
To access the checklist you have to either open right-hand filter, tab 'Checklist', or, click on the dot in the relevant Checklist column in the OPS view. You can also just hover the mouse over the dot to see its items in a pop-up window.
Checklist tab is devided to 2 sections depending on the department preparing the flight:
If the flight has more than one sector, you can edit each one of them and switch between them in the OPS view. It is important to remember to save the changes made to the checklist, otherwise they will be lost. It is possible to add a note and upload a file to each item of the checklist. An alternative way of uploading files is to drag & drop it into the checklist item. In order to do that you have to click on the name of the checklist item, for example CARGO. You will see space for notes and button that will allow you to add files.
After a file is uploaded it will show with underlined name and the tickbox i.e. . To remove the file you have to untick the checkbox which will cross-out the title. Clicking on “Save” will save changes to the checklist.
Items available in both checklists are the items marked in the Flight editing section of Operator Settings. Once ticked they will show in the checklist of newly added flight by default.
It is possible to add additional items and remove not needed ones while preparing the flight.
To add a checklist item you simply need to click on + ADD ITEM button located on top-right part of the filter. You will get a list of items that are not ticked in the Operator Settings section but are still available. Click on the item that you need and this item will be added to this particular leg of the trip. Finally press “Save” button to save the changes.
If after pressing + ADD ITEM botton you see “No items left to add” message, it simply means that all available items are added to the checklist.
If there are items that you do not need in your checklist, you can remove them. Removing item is as simple as adding one. You just need to click on icon. A window will pop-up asking to confirm (Yes) or reject (No) the request. If you click YES, please remember to press “Save” to confirm the changes to the checklist.
The items which should get displayed inside the 'Checklist' window can be selected directly within the checklist.
Some of the available sections include:
To check the history of changes done in a particular item you need to click on the item name and then click on the icon below the notes section. Leon will show a pop-up window with history changes details. The history changes window will include changes to both checklist item status as well as the notes.
In the changes history window, Leon shows the chronological list of all changes (the latest on top). The colours indication shows added data in green, changed data in yellow and removed data in red.
You can also trace a history of one item changes by clicking on the status. Leon will then highlight the initial entrance of the details as well as all the changes that applied. Below you can see it by example of the Handling Request status changes:
It is possible to request organising an 'Overflight permits' via one of the Flight Support companies that are using Leon.
To do that you need to:
Handling Requests section of the checklist is split into 2 parts, same as 'Airport slots'. For each particular airport you can choose a handling agent you wish to use (also see section Airport Directory for more information as to how to set default handling agents).
Here is the explanation for the icons showing in HANDLING section:
In HANDLING section you can also check what changes have been made to the flight that affected handling request status. To check it simply hover the mouse over the HR status and the information will be displayed in a tooltip.
Notes added in this section will also show in the Trip Sheet document. More information on Handling Request functionality can be found here.
GenDec and/or PAX Manifest can be attached to a Handling Requests email by marking a checkboxes: 'Attach GenDec' and 'Attach Pax Manifest' at the bottom of the HR sheet.
It is now also possible to attach an additional document when sending out Handling Requests email. By default this document is named 'Handling Request Manifest' and the layout of this document is the same as 'PAX Manifest' document, however, it can be re-named and re-arranged in Documents Manager panel into a custom document, if needed.
Go to Settings > Documents Manager panel, click and select Handling Request Manifest. When a pop-up window appears insert document's name (or leave as Handling Requests Manifest) and add document's version.
Below you can find an example of a custom document 'Custom PAX Manifest' added to HR panel.
Once it's saved you will find this document as unpublished (indicated with the white dot, if you change in the upper filter from YES to NO).
Edit the document and re-arrange it in Documents Manager panel according to your needs by using 'Available Data' items and HTML/CSS panels. Once it's all adjusted, publish the document (click the white dot which will become green).
In a section OPS > Checklist > Handling, when sending a new Handling Requests email, it will be possible to attach new document along with GenDec (see screenshot on the right).
Sending GAR documents is very similar to sending Handling Requests. When the PAX list is ready you should click Send GAR button in the Checklist tab (right-hand filter).
You will find two 'Send GAR' buttons which allow you to send this document to handling agent at selected airport separately.
After clicking the proper button a new window will appear on the screen. It allows you to edit default email content and preview GAR document by clicking Preview GAR –> link.
A default email content for GAR can be defined in section Settings > Handling Requests, field 'Default GAR email content', as well as 'From' and 'Cc' email addresses.
It is possible to add information such as: Visit reason and Visit address into the editable screen, which will get exported onto the GAR sheet.
An option to select between XLS and PDF formats when sending GAR is also available. In a section Settings > Handling Requests you can define a default GAR format.
Sections directly related to Sales are separately divided in Flight editing page where you can select the sales checklist status to be included in overall trip status. Items selected in a section Settings > Flight Editing will automatically apply to each flight. Similarily to Ops checklist, you can add and remove items as you work on the flight. Here you can also add notes and upload files.
2 items are particularly important in SALES checklist:
|The applicable statuses and their colours in this item are as below||This item has been added to separate typical 'Invoice' statuses from those related to 'Payments'|
Each section has its own drop down menu where the status is selected by default. 'Untouched' means that nothing was done about this item. Various sections have different status options with different colours assigned.
The colour of dot on the 'Flights list' page gives you a quick information about flight preparation status.
If an item concerns the entire trip (not a single leg) Leon will show TRIP right below the item's name.
If you use an item Payments in your Sales checklist, Leon will show in the CALENDAR section an additional icon $ in the flight's rectangle (right next to the checklist dots) in 3 colours: red, yellow & green.
The colour of the icon $ corresponds with the colour of the 'Payments' item's status (see examples below).
By clicking on a Positioning checklist dot in a section OPS (right-hand filter), Leon shows 3 default items of which statuses can be set up.
A button +ADD ITEM allows to add more items (previously defined in a section Settings > Flight Editing) in the same way as with OPS or sales checklist.
RESET STATUSES button turns all items statuses back to 'Untouched'.