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leon:checklist-configuration [2023/06/30 12:34]
rafal [Configuring emails] 		leon:checklist-configuration [2024/02/09 07:13] (current)
rafal [Checklist Configuration view]
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 The 'Checklist Configurations' page contains the following options: The 'Checklist Configurations' page contains the following options:
-[{{ :leon:settings:checklist-conf:checklist_configuration_-_items_view.png?350|'Checklist Configuration' main view}}]+ 
 +[{{ :leon:settings:checklist-conf:checklist_config_v1.png?350| 'Checklist Configuration' main view}}]
   - **Search** - option to quickly search for the specific checklist item   - **Search** - option to quickly search for the specific checklist item
   - **FILTER** - option to filter checklist items list by:   - **FILTER** - option to filter checklist items list by:
     * **Type** - filtering by group of the Checklist: OPS, Sales, or All (default value)     * **Type** - filtering by group of the Checklist: OPS, Sales, or All (default value)
     * **Attach to** - filtering by type of the element of the checklist: assigned to a flight or a trip, or displaying All the elements (default value)     * **Attach to** - filtering by type of the element of the checklist: assigned to a flight or a trip, or displaying All the elements (default value)
-  - **Include sales checklist statuses into overall trip status**+  - **SECTIONS ORDER** - option that allows selecting the order of subsections in the OPS Checklist. More information below
   - **Checklist items table** divided into following columns:   - **Checklist items table** divided into following columns:
     * **Label** - checklist item name     * **Label** - checklist item name
 +    * **Description** - option to insert a full description of the item. Once inserted, it will be available in the checklist when hovering over the **?** next to the item name 
     * **Checklist Section** - a subsection of the checklist where an item is placed     * **Checklist Section** - a subsection of the checklist where an item is placed
     * **Attach to** - indicates whether it is an item assigned to a single flight or the whole trip     * **Attach to** - indicates whether it is an item assigned to a single flight or the whole trip
     * **Sales/OPS** - indicates whether it is an OPS or Sales Checklist item     * **Sales/OPS** - indicates whether it is an OPS or Sales Checklist item
-    * **Visible on Crew App** - option to mark which item should be available to Crew in the Crew App+    * **Visible on Crew App** - contains following settings options: 
 +      * {{:leon:settings:checklist-conf:cconf_-_eye_active.png?nolink|}} - item visible in Crew App 
 +      * {{:leon:settings:checklist-conf:cconf_-_eye_inactive.png?nolink|}} - item not available in the Crew App 
 +      * {{:leon:settings:checklist-conf:cconf_-_bell_inactive.png?nolink|}} - notifications not active in the Crew App. Changes in the checklist items, such as status change, new/deleted note, uploaded/removed file, will not trigger the push notification. Option available if the visibility icon is set to {{:leon:settings:checklist-conf:cconf_-_eye_active.png?nolink|}} 
 +      * {{:leon:settings:checklist-conf:cconf_-_bell_active.png?nolink|}} - notifications active in the Crew App
     * **Auto add to leg** - option to mark the default checklist items. This option has been moved across from the 'Flight Editing' section. If it's ticked, the item will be automatically added if the condition set in **CQL** is met     * **Auto add to leg** - option to mark the default checklist items. This option has been moved across from the 'Flight Editing' section. If it's ticked, the item will be automatically added if the condition set in **CQL** is met
     * **CQL** - Checklist Query Language - it allows to define a condition for adding the item automatically to the checklist     * **CQL** - Checklist Query Language - it allows to define a condition for adding the item automatically to the checklist
 +    * **Due Dates** - possibility to configure the 'Request Due Date' and the 'Completion Due Date' for selected checklist items at selected airports
     * **Requesting** - activating/deactivating the checklist email configuration:     * **Requesting** - activating/deactivating the checklist email configuration:
       * {{:leon:settings:checklist-conf:checklist_configuration_-_settings_icon.png?nolink|}} - accessing the Checklist email configuration       * {{:leon:settings:checklist-conf:checklist_configuration_-_settings_icon.png?nolink|}} - accessing the Checklist email configuration
       * {{:leon:settings:checklist-conf:checklist_configuration_-_bin_icon.png?nolink|}} - deleting the existing Checklist email configuration       * {{:leon:settings:checklist-conf:checklist_configuration_-_bin_icon.png?nolink|}} - deleting the existing Checklist email configuration
       * **Empty** - checklist item email configured by default       * **Empty** - checklist item email configured by default
 +    * **Status reset rules** - possibility to select the items of the schedule that trigger the change of the checklist item status
 +    * **Links** - an option to add URL links to selected items
 +
 +-------------
 +===== SECTIONS ORDER =====
 +[{{ :leon:settings:checklist-conf:cio_-_drag-drop.png?200|Changing the order of the OPS Checklist subsection}}]
 +
 +It is possible to change the OPS Checklist sections order from the default to custom.
 +
 +This can be done using the following steps:
 +
 +  * Click on the {{:leon:settings:checklist-conf:cio_-_icon.png?nolink|}} icon to open the 'Checklist Sections Order' pop-up window
 +  * Use drag-drop to select the order of the checklist
 +  * Save changes
 +
 +Once the changes are saved, the order of the checklist will switch to the custom, selected order, as per the below example:
 +
 +{{:leon:settings:checklist-conf:cio_-_example.png?nolink|}}
 +
 +---------------
 +===== Checklist item description =====
 +[{{ :leon:settings:checklist-conf:cconf_-_description.png?300|Adding checklist item description}}]
 +It is possible to add a Checklist item description that appears by the item in the Checklist.
 +
 +In order to add the description you need to:
 +
 +  - Click in the 'Description' column next to the checklist item
 +  - Add the description
 +  - Save changes
 +
 +Once the description is added, the {{:leon:settings:checklist-conf:cconf_-_description_icon.png?nolink|}} icon appears in the Checklist, next to the item status.
 +
 +Hovering the mouse over the icon displays the tooltip with the description
 +
 +{{:leon:settings:checklist-conf:cconf_-_description_in_checklist.png?nolink|}}
 +
 +
 +-----------
  
 ===== CQL (Checklist Query Language) ===== ===== CQL (Checklist Query Language) =====
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   * See the default condition - to compare with the custom one, or restore it   * See the default condition - to compare with the custom one, or restore it
   * Get access to CQL documentation, which describes the operators, fields and values which can be used to define the condition   * Get access to CQL documentation, which describes the operators, fields and values which can be used to define the condition
 +
 +----------------
 +===== Due Dates =====
 +<box>**The 'Due Dates' feature is available on request for testing. To have it activated, please contact [[http://customer.leon.aero/|Leon Support]]**</box>
 +The 'Due Dates' option gives a possibility to configure the 'Request Due Date' and the 'Completion Due Date' for selected checklist items for selected countries or at selected airports.
 +[{{ :leon:settings:checklist-conf:cconf_-_due_dates_default.png?300|' Due Dates' Configuration}}]
 +The 'Due Dates' section is divided to 3 tabs:
 +
 +  * **Default** - default threshold
 +  * **Country** - threshold based on the country
 +  * **Airport** - threshold based on the airport
 +
 +-----------------
 +==== Configuration ====
 +
 +Below, is an example of the configuration based on the specific Airports.
 +
 +In order to configure 'Due Dates' you need to follow the below process:
 +[{{ :leon:settings:checklist-conf:cconf_-_due_dates.png?350|'Due Dates' configuration window}}]
 +  * Click on {{:leon:settings:checklist-conf:checklist_configuration_-_settings_icon.png?nolink|}} icon by the checklist item to access the 'Due Dates' configuration window 
 +  * The configuration window contains the following options:
 +      * **Affected airport: ADEP/ADES/Both** - indication of whether the configuration should apply to ADEP only, ADES only or both airports on the flight
 +      * **Airport** - airport code of the affected airport
 +      * **Request disabled** - option to disable 'Requested offset'
 +      * **Requested offset** - option to indicate how many hours before the flight, in HH:mm, the item status should be requested
 +      * **Confirmation disabled** - option to disable ''Confirmation offset'
 +      * **Confirmation offset** - option to indicate how many hours before the flight, in HH:mm, the item status should be confirmed
 +      * **+** - clicking on + will add a row on the list of airports
 +  * Press 'APPLY' to save the settings
 +  * The icon in the 'Due Dates' column will turn blue once the settings are saved - {{:leon:settings:checklist-conf:due_date_-_setup_condirmed.png?nolink|}}
 +
 +Clicking on the {{:leon:settings:checklist-conf:due_date_-_setup_condirmed.png?nolink|}} will allow editing the settings.
 +
 +---------------
 +
 +==== How it works ====
 +
 +Once the 'Due Dates' are configured, the **clock icon** becomes available in the OPS sections. It is located in the top bar of the OPS section, next to the 'Message Center' icon:
 +
 +{{:leon:settings:checklist-conf:due_date_-_top_bar.png?nolink|}}
 +[{{ :leon:settings:checklist-conf:due_date_-_ops_view.png?300|'Due dates' pop-up window in OPS section }}]
 +Clicking on this icon opens the 'Due Dates' pop-up window that contains:
 +
 +  * **Search** - option to search for the specific checklist item
 +  * **Type** - option to select the type of the checklist item between OPS and Sales
 +  * **List of items** - any items that require action are listed along with the checklist item status, flight details and the Request/Confirmation due dates. The bar color on the right of the item indicates the checklist item status 
 +
 +**The items are included in the list based on the 'Due Dates' configuration and the status in the checklist.**
 +
 +=== EXAMPLE ===
 +
 +Below there are 2 examples presented:
 +
 +__**Item requested**__
 +
 +Once the checklist item is requested, the status in the 'Due date' pop-up window changes to the relevant status for this item. In case of the 'Handling (ADEP)' item the status is 'Requested'. 
 +
 +Additionally, the 'Request due date' is removed.
 +
 +{{:leon:settings:checklist-conf:due_date_-_handling_requested.png?nolink|}}
 +
 +
 +__**Item confirmed**__
 +
 +Once the checklist item is confirmed, the item is removed from the 'Due Dates' pop-up window.
 +
 +{{:leon:settings:checklist-conf:due_date_-_handling_confirmed.png?nolink|}}
 +
 +
 +------------------
 ===== Configuring emails ===== ===== Configuring emails =====
  
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 ----------- -----------
 +
 +===== Status reset rules =====
 +
 +Click on the gear icon to set up which **changes** should trigger selected checklist item's status will turn to red '**?**'
 +
 +{{:leon:settings:status_reset.png?nolink|}}
 +
 +Items 'Start time' & 'End time' are editable (when checkbox is marked) - it is possible to define number of minutes where Leon should not change item's status.
 +
 +For example, if 00:30 is inserted into 'Start time' item, if STD of the flight is changed by less than 00:30 - Leon will not change item's status.
 +
 +
 +----------
 +
 +===== URL LINKS =====
 +
 +
 +A new functionality **LINKS** has been implemented in the section **Checklist Configuration** section.
 +[{{ :leon:settings:checklist-conf:links1.png?300|URL Links}}]
 +
 +To activate it, go to the **ADMIN** panel section 'Checklist Configuration' section, and choose a checklist item where you would like to add a URL link.
 +
 +
 +In the pop-up window, insert the name of the link in the label field and paste the URL link in the designated field. You can add multiple links several using the **+** icon.
 +
 +After saving, the link will be visible in the OPS module within the checklist section. The link will be active. 
 +[{{:leon:settings:checklist-conf:links2.png|200}}]
 +
leon/checklist-configuration.1688128489.txt.gz · Last modified: 2023/06/30 12:34 by rafal

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