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leon:checklist [2019/01/21 10:43]
rafal [Checklist]
leon:checklist [2024/03/11 15:40] (current)
bartek [Permits requesting]
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 ====== Checklist ====== ====== Checklist ======
 +
 <box tutorial>[[videos:account-configuration:flight-checklist|Video Tutorial]]</box> <box tutorial>[[videos:account-configuration:flight-checklist|Video Tutorial]]</box>
-[{{ :leon:schedule:Checklist with HR.png?190|Ops checklist}}]+[{{ :leon:schedule-ops-checklist:Checklist 2.png?190|Ops checklist}}]
  
 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**. 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 Schedule view. You can also just **hover** the mouse over the dot to see its items in a pop-up window.+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.
    
 {{:leon:schedule:dot.png|}} {{:leon:schedule:dot.png|}}
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   - **Sales**   - **Sales**
  
-If the flight has more than one sector, you can edit each one of them and switch between them on the Schedule view. **It is important to remember to save the changes made to the checklist, otherwise they will be lost.**+It is possible to **roll up the sub-section of a checklist**Each sub-section has a **coloured dot** indicating summarised status of items in the sub-section:
  
-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. +  * <html> 
 +<span style="color:green;font-size:100%;">Green</span> 
 +</html> - all checklist items in the sub-section are green 
 +  * <html> 
 +<span style="color:orange;font-size:100%;">Orange</span> 
 +</html> - at least one item in the sub-section has orange status with all others either on green or white ('Not Applicable')  
 +  * <html> 
 +<span style="color:red;font-size:100%;">Red</span> 
 +</html> - at least one item in the sub-section has red status 
 +  * <html> 
 +<span style="color:grey;font-size:100%;">Grey</span> 
 +</html> - all checklist items in the sub-section are on 'Not Applicable' status 
 +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 {{:leon:icons:upload files new leon.png?|}} button that will allow you to add files
  
 +[{{ :leon:schedule-ops-checklist:OPS checklist history 1.png?200|OPS item history of changes}}]
 +After a **file is uploaded** it will show with underlined name and the tickbox i.e. {{:leon:icons:uploaded file.png?|}}. 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.
  
-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 {{:leon:icons:upload files new leon.png?|}} button that will allow you to add files. +By clicking the icon {{:leon:icons:show filter.png|}} you will get an access to **2** functionalities:
  
 +  - **RESET STATUSES** - all items which have been set up to yellow or green statuses will turn back to {{:leon:icons:Untouched new leon.png|}}
 +  - **DOWNLOAD ALL FILES** - all files attached to the particular flight will be downloaded in the **ZIP** format.
  
-After a **file is uploaded** it will show with underlined name and the tickbox i.e. {{:leon:icons:uploaded file.png?|}}. 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. 
  
-By clicking the icon **RESET STATUSES** all items which have been set up to yellow or green statuses will turn back to {{:leon:icons:Untouched new leon.png|}} 
  
-It is possible to set up notifications informing of lack of action on a specific checklist item. When the status of the item remains red ("Untouched" or "?") for too long, Leon can send out an email informing of such situation. If you are interested in this option please contact support@leonsoftware.com and provide the email address to which the notification should be sent. The email will be sent out once every hour starting at the number of hours before STD specified by the operator+<box>It is possible to set up **notifications** informing about lack of action on a specific checklist item. When the status of the item remains red ("Untouched" or "?") for too long, Leon can send out an **email** informing of such situation. If you are interested in this option please go to 'Settings > Checklist Notifications' panel and mark items</box>
  
-[{{ :leon:schedule-ops-checklist:OPS checklist history 1.png?200|OPS item history of changes}}]+<html> 
 +<span style="color:red;font-size:150%;">IMPORTANT!</span> 
 +</html>
  
-**Changes history**+<box>**Leon has archived the checklist on flights older than 6 months. If you wish to view the checklist on those flights you need to have a privilege to edit the checklist turned on (in a section Settings > Privileges)**</box>
  
-To check the history of changes done in a particular item you need to **click on the item name** and then click on the {{:leon:icons:checklist history icon.png?nolink|}} 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**.+===== Automatic adding/removing items of the checklist =====
  
-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.+There is an automatic algorithm for adding or removing items in the checklist when they are required or not. This algorithm is run each time the flight is saved (created or changed). 
  
-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:+**Adding items automatically:**
  
-{{:leon:schedule-ops-checklist:OPS changes highlighted item.png?nolink|}}+An item will be automatically added to the checklist when **both** conditions are met 
 +  The item is enabled in Settings -> Flight Editing  
 +  - The activity meets the rule set for this item
  
 +For example, the item "PPR" will only be added when the item is enabled, and the checkbox "PPR" is ticked in the Airport Directory for ADEP or ADES. 
  
-You can also click the icon {{:leon:icons:flight history.jpg|}} and check details of the schedule changes in the pop-up window displayed.+The default status for the items added automatically is **Untouched**. If you don't change it, the item can be automatically deleted from the checklist if any changes to the flight are made, as described below. 
 + 
 +**Removing items automatically:** 
 + 
 +An item will be automatically removed from the checklist when the item's status is **Untouched**, and **any** of the below conditions is met:  
 + 
 +  - The item is disabled in Settings -> Flight Editing 
 +  - The activity doesn't meet the rule set for this item 
 + 
 +For example, the item "PPR" has the status set to "Untouched", and the item is disabled in Flight Editing, or the checkbox "PPR" in the Airport Directory is not ticked both for ADEP and ADES
  
------------------- 
-===== Adding/removing items of the checklist ===== 
  
  
 +===== Manual adding/removing items of the checklist =====
  
-Items available in both checklists are the items marked in the Flight editing section of [[leon:operator-settings|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.+It is possible to add additional items and remove not-needed ones while preparing the flight.
 [{{ :leon:schedule:remove.png?200|Removing items in the checklist}}] [{{ :leon:schedule:remove.png?200|Removing items in the checklist}}]
-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.+To **add** a checklist item you simply need to click on the **+ ADD ITEM** button located on the 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. Finallypress the "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.+<box>The default status for the items added manually is **?** (question mark). If you add a new item and change its status to **Untouched** then, the item can be automatically deleted from the checklist, if any changes on the flight are made, as described in the previous section.</box>
  
 +If after pressing **+ ADD ITEM** bottom 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 {{:leon:icons:bin-new leon.png?nolink|}} 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.+ 
 +If there are items that you do not need in your checklist, you can **remove** them. Removing items is as simple as adding one. You just need to click on {{:leon:icons:bin-new leon.png?nolink|}} 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.
  
  
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   * **ATC Flight Plan** -  all information relevant to the specific planned flight.   * **ATC Flight Plan** -  all information relevant to the specific planned flight.
   * **Operational Flight Plan** - which is prepared for the crew with fuel details, point names, winds, etc.   * **Operational Flight Plan** - which is prepared for the crew with fuel details, point names, winds, etc.
-[{{ :leon:schedule:Add Permit.png?250|Adding permits details in section SCHEDULE}}] +[{{ :leon:schedule-ops-checklist:Requesting permits.png?200|Permits panel in Leon}}] 
-  * **Landing permission** - you can simply add permit information by clicking on "Edit" button. A new pop-up window will open where you can add permit/permits details, such asCountry, Supplier, Validity, Revalidation, Short Notice, Notes and Status. Clicking on "+" allows you to add another Permission. You can also add notes and optionally upload a file. Information added in the notes section will show in the Trip Sheet. Once the permit is added you can hover the mouse over "Edit" button or {{:leon:icons:Permit question mark.png?|}} to see permit(s) details in a tooltip. +  * **Landing permission** - you can simply add permit information by clicking on the "Edit" button. A new pop-up window will open where you can add permit/permits details, such as Country, Supplier, Validity, Entry point, Exit point, Revalidation, Short Notice, Notesand Status. Clicking on "+" allows you to add another Permission. You can also add notes and optionally upload a file. Information added in the notes section will show in the Trip Sheet. Once the permit is added you can hover the mouse over the "Edit" button or {{:leon:icons:Permit question mark.png?|}} to see permit(s) details in a tooltip. 
-  * **Overflight permission** - it can be added in the same way as landing permission (see above). +  * **Overflight permission** - it can be added in the same way as landing permission (see above). 
-  * **Crew aware of trip** - once the crew is assigned to the trip you can set the status to 'Acknowledged'. If you make any changes in crew assigment for that flight, the 'Crew aware of trip' status in 'Legs Info' will turn from 'Acknowledged” to '?'  +  * **Crew aware of trip** - once the crew is assigned to the trip you can set the status to 'Acknowledged'. If you make any changes in crew assignment for that flight, the 'Crew aware of trip' status in 'Legs Info' will turn from 'Acknowledged” to '?'  
-  * **Airport slots** - split into 2 sections: ADEP & ADES.+  * **Airport slots** - split into 2 sections: ADEP & ADES. Times inserted in the slots change in accordance with changes of the schedule if the status of the Slot is set to red ('Undecided' or '?'). Any other status will not change the slot timeframes and status.
   * **PPR** - Prior Permit Required.   * **PPR** - Prior Permit Required.
-  * **Fuel** - devided into sections: Block, Burn and MRF (Minimum Required Fuel). Specific fuel suppliers and prices can be added in [[leon:fuel|Fuel]] section.+{{ :leon:schedule-fuel:fuel2.png?nolink|}} 
 +  * **Fuel** - divided into sections: Block, BurnMRF (Minimum Required Fuel), Requested, and Flight Time. It is possible to include value inserted in the 'Requested' field in the 'Fuel Order' email by editing the 'Fuel Order email template' and using available data located under the fuelOrder.flights.checklist. Specific fuel suppliers and prices can be added in [[leon:fuel|Fuel]] section.
   * **Handling** - described further down in this section   * **Handling** - described further down in this section
 [{{ :leon:handling-requests:New GAR.jpg?200|GAR panel in Leon}}]  [{{ :leon:handling-requests:New GAR.jpg?200|GAR panel in Leon}}] 
   * **Crew transport** - here you can specify the way of transportation details for your crew. Notes added to these items will show in the Trip Sheet.   * **Crew transport** - here you can specify the way of transportation details for your crew. Notes added to these items will show in the Trip Sheet.
-  * **Hotel** - in Hotel section of [[leon:airport-directory|Airport Directory]] you can specify your favorite hotel for a specific location. Once this has been done, it will show automatically when flying to this location. Notes added in Hotel section will show in the Trip Sheet. +  * **Hotel** - in the Hotel section of [[leon:airport-directory|Airport Directory]] you can specify your favorite hotel for a specific location. Once this has been done, it will show automatically when flying to this location. Notes added in the Hotel section will show in the Trip Sheet. 
-  * **Pax catering** - in notes section you can add some extra information regarding Passengers. This information will show in the Trip Sheet. For more specific information on Passengers see section [[leon:pax|PAX]]. We are integrated with DeliSky. To activate the integration you need to contact support@leonsoftware.com. Once the integration is in place a link will be available next to the CATERING item. Clicking on the link will transfer you to DeliSky's ordering page.+  * **Pax catering** - in the notes section you can add some extra information regarding Passengers. This information will show in the Trip Sheet. For more specific information on Passengers see section [[leon:pax|PAX]]. We are integrated with DeliSky. To activate the integration you need to contact Customer Support Team via [[http://support.leonsoftware.com/|Customer Portal]]. Once the integration is in place a link will be available next to the CATERING item. Clicking on the link will transfer you to DeliSky's ordering page.
   * **Pax transport** - divided into 2 sections: ADEP & ADES transport. Notes added here will show in the Trip Sheet.   * **Pax transport** - divided into 2 sections: ADEP & ADES transport. Notes added here will show in the Trip Sheet.
 +  * **Sanctions List** - allows searching for sanctioned PAX. More information can be found in the [[leon:integrations|Add-ons]] section > **PAXFILES**
 +  * **Sponsor** - this item will allow indicating whether there is a person or organization that pays for or contributes to the costs involved in the visit. The element can be selected by default in the 'Flight editing' settings > 'OPS Checklist items' and it will apply automatically if **ADES** is located in one of the **countries from the list**: Afghanistan, Algeria, Argentina, Armenia, Azerbaijan, Belarus, Chile, China, Congo (DRC), Ivory Coast, Cuba, Ghana, Guinea, India, Indonesia, Iran, Israel, Kazakhstan, Kenya, Kyrgyzstan, Liberia, Mali, Mongolia, Myanmar, Oman, Pakistan, Rwanda, Saudi Arabia, Senegal, Serbia, Tajikistan, Tanzania, Togo, Uzbekistan, Venezuela
  
-  * **GAR sent** - applies to UK destinations only. Located in **Customs** section of the checklist allows to send GAR email to the relevant authorities. Clicking on "Send GAR" opens an email window. It is possible to insert two GAR emails separated by a comma in the 'Airport Directory' > 'GAR emails' and they will be available from the dropdown in this section. Here you can see "Preview GAR" where you can see the document itself and check the details. Email in "To" section is taken from chosen Handler email. If the handler has not been assigned to the flight Leon uses the relevant HMRC email. "CC" and "Bcc" emails are taken from [[leon:operator-settings|Operator Settings]]. Content of an email and GAR format between fdp & excel can be defined in [[leon:operator-settings|Operator Settings]]. After sending GAR status changes to "Requested".+  * **GAR sent** - applies to UK destinations only. Located in the **Customs** section of the checklist allows sending GAR emails to the relevant authorities. Clicking on "Send GAR" opens an email window. It is possible to insert two GAR emails separated by a comma in the 'Airport Directory' > 'GAR emails' and they will be available from the dropdown in this section. Here you can see "Preview GAR" where you can see the document itself and check the details. Email in the "To" section is taken from chosen Handler email. If the handler has not been assigned to the flight Leon uses the relevant HMRC email. "CC" and "Bcc" emails are taken from [[leon:gar-emails|GAR emails]]. Content of an email and GAR format between FDP & excel can be defined in [[leon:gar-emails|GAR emails]]. After sending GAR status changes to "Requested". 
 +  * **Cargo** - a section where you can insert the cargo value.**Cargo value input** is only available for **Non-Cargo Operators**. **Cargo Operators** will only be able to insert the cargo values in the 'EDIT TRIP' section as **Cargo value input** has been removed from the 'CARGO' item in the checklist. It is dictated by the technical aspect of the application and keeping the inserted data in one place in the database rather than 2 separate places. 
 +  * **ACC3** - the item can be selected in the 'Flight editing' section > ' OPS checklist items' and it applies to cargo flights scheduled from outside EU to EU. Item appears on the checklist when cargo value is greater than '0' with the checklist status '?'. If the value is reverted to '0' the checklist status changes to 'Not Applicable'
  
 +When sending **Requests** for 'Catering' or 'Fuel', it is possible to send a copy of the email to the crew: there are separate checkboxes for the cockpit & cabin.
 +
 +{{:leon:schedule-ops-checklist:email_copy_to_crew.png?nolink|}}
  
 ----------- -----------
  
-===== Overflight Permits requesting =====+===== Changes history =====
  
-It is possible to **request** organising an 'Overflight permits' via one of the Flight Support companies that are using Leon. +To check the history of changes done in a particular item you need to **click on the item name** and then click on the {{:leon:icons:checklist history icon.png?nolink|}} 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**.
  
-{{:leon:schedule-ops-checklist:Flight Support request.png?nolink|}}+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.
  
-[{{ :leon:schedule-ops-checklist:Overflight Permit window.png?200|Overflight permit request window}}]+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:
  
-To do that you need to:+{{:leon:schedule-ops-checklist:OPS changes highlighted item.png?nolink|}} 
 + 
 + 
 +You can also click the icon {{:leon:icons:flight history.jpg|}} and check details of the schedule changes in the pop-up window displayed. 
 + 
 +------------------ 
 +===== Get Country List in Overflight Permits ===== 
 + 
 +[{{ :leon:schedule-ops-checklist:ovf-permit-country-list-from-routing.png?250|'Get Country List' option }}] 
 + 
 + 
 +It is now possible to **search for the list of countries** for Overflight permit purposes using alternatively Route Finder calculated route, or your actual FPL routing. 
 + 
 +In order to search for the countries, the **following steps** need to be performed: 
 + 
 +  - Go to 'OPS Checklist' and click on the 'REQUEST' button next to the 'Overflight permit(s)' option 
 +  - In the "Routing" text box copy-paste items 13-16 (from ADEP to ALTNs), or leave it empty 
 +  - Click on the 'GET COUNTRY LIST' button within the 'PERMITS' pop-up window 
 +  - If FPL routing is entered, it will be used to generate the country list 
 +  - If the routing was empty, the route and country list will be generated using Route Finder 
 +  - When the list of countries appears, check if all the necessary countries are listed, and remove unnecessary ones. **Additionally**, it is possible to sort the list of the countries using drag-drop 
 +  - 'SAVE' the selection 
 + 
 +Additionally, based on the Routing, Leon will automatically fill in the **'Entry point'** and **'Exit point'** fields. 
 + 
 +<box>**When no FPL routing is used, the country list is generated using the route calculated by Route Finder and may not match the planned route. Please review and apply changes to the list if required.**</box> 
 +--------------------- 
 +===== Permits requesting ===== 
 + 
 +[{{ :leon:settings:permits.png?200|Setting up email templates for permits}}] 
 + 
 + 
 + 
 +It is possible to **request** directly from Leon **Landing permit** and **Overflight permit**.  
 + 
 +In order to make this work, follow these steps. 
 + 
 +**1**. **Defining email templates** 
 + 
 +In a section Settings > Email Templates click {{:leon:icons:add template.png?nolink|}} and select either 'Landing Permits' or 'Overflight Permits'. You will also need to add name of the template (it can be country or revision). 
 + 
 +On the new page you can insert email **Subject** and below you can re-arrange the default **Body**, by using **Available Data** items from the right filter. Another tab **Recipients** allows to define default email addresses: From, Reply to, CC and BCC. Once it's all set up you can use sending permits requests from the section OPS. 
 + 
 +**2**. **Adding permits details** 
 + 
 +[{{ :leon:schedule-ops-checklist:Requesting permits.png?200|Requesting permit in Leon}}] 
 +[{{ :leon:schedule-ops-checklist:ldg_ovflt_permit_aircraft_documents.png?200|}}] 
 + 
 +In the **Checklist** panel click button  {{:leon:icons:permit request.png?nolink|Attaching fleet documents to permit email request}} next to 'Landing permit' or 'Overflight permit' items (if items don't appear as default ones, click **+ ADD ITEM** button).  
 + 
 +Once a new pop-up window got displayed (see screenshot on the right), fill it in with details, such as: 
 + 
 +  - Country 
 +  - Supplier 
 +  - Number 
 +  - Validity 
 +  - Revalidation 
 +  - Note 
 +  - Status (select from the drop-down box) 
 + 
 +You can also mark a checkbox 'Short notice 72h', if necessary. Clicking **+** button allows adding another permit's details. 
 +[{{ :leon:schedule-ops-checklist:overflight_permits_-_miltiple_countries_request.png?200|Sending permits email}}] 
 +**3**. **Requesting permits** 
 + 
 +The last step is **sending a permit email**. Click a button {{:leon:icons:request permit button.png?nolink|}} and Leon will show a window for sending permit request email with previously set up data, apart from an email address '**TO**', which needs to be added manually. 
 + 
 +There, you can also request permits for multiple countries, by selecting the checkboxes by the country names. The names on of the countries can be automatically included in the email content, depending on the Overflight Permit email template setting. 
 + 
 +Additionally, the email pop-up window contains the **'MESSAGES'** tab. 
 + 
 +Once the correspondence is triggered from Leon, and the 'Reply to' email address is connected to the mailboxes, the history of emails is kept in this tab. 
 + 
 +When requesting for landing or overflight permit, there will be an option to attach aircraft documents to the message. 
 + 
 +[{{ :leon:schedule-ops-checklist:ldg_ovflt_permit_aircraft_documents.png?200|}}] 
 + 
 +In the requesting permit window Leon will show documents to be attached at the bottom, however, only documents defined in the Fleet Documents section with uploaded files will be visible in the attachments list.
  
-  - Open an **OPS checklist** and click on the **Request via flight support** link available underneath 'OVERFLIGHT PERMIT(S)' item. 
-  - Choose the relevant **Flight Support** from the dropdown list. 
-  - In the pop-up window insert **Reply to** email address. You can also amend the message in the text boxes. You have to insert the details only once, next orders will remember the input. 
-  - Press **SEND** - the 'Flight Support' will contact you back to 'Reply to' email address. 
  
-<box>**The status of the permit will change to '?' if schedule details (STD, STA, ADEP, ADES) have been changed (unless the status was set to 'N/A' - then Leon will leave that status unchanged)**</box> 
  
 ---------- ----------
-==== Handling ====+===== Handling =====
  
 [{{ :leon:schedule:Handling Section.png?200|Handling Request section in OPS Checklist}}] [{{ :leon:schedule:Handling Section.png?200|Handling Request section in OPS Checklist}}]
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   * {{:leon:icons:Requested items.png?|}} - by clicking on this icon you will be able to add **Requested handling items** on ADEP/ADES, and **Hotel details** information on ADES. It is possible set up **default Items on Departure/Arrival** as well as **HOTAC information** can be added in [[leon:settings-handling-requests|Handling requests]] section of Leon, which then will populate here automatically. If there are some extra items required they can be typed in in the Request window. **Requesting Hotel via handling function is optional and available at ADES only**. If this checkbox is ticked Handling Request email will include HOTAC details, if it is unticked - this part will not be included in Handling Request email. Below you can see an example of **Requested handling items at ADES** window.   * {{:leon:icons:Requested items.png?|}} - by clicking on this icon you will be able to add **Requested handling items** on ADEP/ADES, and **Hotel details** information on ADES. It is possible set up **default Items on Departure/Arrival** as well as **HOTAC information** can be added in [[leon:settings-handling-requests|Handling requests]] section of Leon, which then will populate here automatically. If there are some extra items required they can be typed in in the Request window. **Requesting Hotel via handling function is optional and available at ADES only**. If this checkbox is ticked Handling Request email will include HOTAC details, if it is unticked - this part will not be included in Handling Request email. Below you can see an example of **Requested handling items at ADES** window.
   * {{:leon:icons:HR i.jpg|}} - hover the mouse over to get an information regarding a handling agent: email address, phone number, fax, WWW, SITA, etc...   * {{:leon:icons:HR i.jpg|}} - hover the mouse over to get an information regarding a handling agent: email address, phone number, fax, WWW, SITA, etc...
 +
 +Handlers can also be **assigned automatically** when creating a trip, in the following order:
 +
 +  - **Requester** - applies when the trip is created from the 'Requests/Quotes' part of Leon. Preferred Handler selected in the Requester profile
 +  - **Fleet** - Handler selected in the Admin Panel > Fleet > SALES tab section
 +  - **Airport Directory - Favourite** - Handler marked as 'Favourite' in the Airport Directory
 +  - **Airport Directory - Approved** - Approved date selected in the Airport Directory
 +
  
 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.  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. +Notes added in this section will also show in the Trip Sheet document. More information on Handling Request functionality can be found [[leon:handling-requests|here]].
  
 +==== Attaching extra documents to HR email ====
  
-More information on Handling Request functionality can be found [[leon:handling-requests|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.
  
-<box>**GenDec and/or Pax Manifest can also be attached to a Handling Requests email by marking checkboxes: 'Attach GenDec' and 'Attach Pax Manifestat the bottom of the HR sheet.**</box>+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 {{:leon:documents-manager:icon 1.jpg|}} and select Handling Request Manifest. When pop-up window appears insert document's name (or leave as Handling Requests Manifest) and add document's version.  
 +[{{ :leon:documents-manager:HRM 3.png?200|Handling Requests - attaching an additional document to HR email}}] 
 +Below you can find an example of custom document 'Custom PAX Manifestadded to HR panel. 
 + 
 +{{:leon:documents-manager:HRM 1.png|}} 
 + 
 +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). 
 + 
 +{{:leon:documents-manager:HRM 2.png|}} 
 + 
 +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). 
 + 
 +---- 
 +==== Tagging Handling agents ==== 
 + 
 +We have added a new option of **tagging** Handling agents/FBOs. Sometimes it is required to inform the crew whether the standard of the chosen handling agent is high (and no crew oversight is needed), or if crew should be present for the majority of services, or if crew need full oversight to check everything that handlers do. 
 + 
 +The first step that needs to be taken in order to set it up is creating tags for a particular handler. Go to **Airport Directory**, edit an airport and in a tab 'Handling/FBO' edit a handler and in the field **Tags** insert tag's name, then select a colour and save. You can create multiple tags for each airport (see example below). 
 + 
 +{{:leon:airport-directory:tags 1.png|}}  
 + 
 +When assigning handlers in the **checklist**, Leon will show the tag right below handling's name: 
 + 
 +{{:leon:airport-directory:tags 2.png|}} 
 + 
 +The next step is connecting already added tags to **Crew Trip Sheet** document, in **Documents Manager** panel by using the item 'tags' in the 'Available Data' filter. 
 + 
 +{{:leon:airport-directory:tags DM.png|}} 
 + 
 + 
 + 
 + 
  
 ---- ----
  
-==== GAR ==== +===== GAR ===== 
-[{{ :leon:schedule-ops-checklist:GAR window.png?200|GAR panel in Leon}}]+[{{ {{ :leon:schedule-ops-checklist:GAR email2.png?200|GAR panel in Leon}}]
 [{{ :leon:handling-requests:UK Gar.png?200|An example of a GAR document in pdf}}] [{{ :leon:handling-requests:UK Gar.png?200|An example of a GAR document in pdf}}]
  
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 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. 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.
 +
 +**Visit reason** can also be selected from the drop-down box, where options are: Short-term visit, Based, Maintenance, Permanent Import.
  
 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. 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.
  
 +As for the **Channel Islands' GAR form**, the visiting address will be automatically filled in in the following order: 
 +
 +  - Crew Hotel selected in the Checklist
 +  - Crew home address if crew Home Base is either Jersey or Guernsey. As for PAX, the home address will appear if the country is selected as Jersey or Guernsey
 +  - 'Visiting Address' in the GAR mail window. For PAX, it will be the 'Visiting address'
 +
 +Channel Islands GAR's are only available in the PDF format.
 +
 +<box>**From the 01-04-2020 it is only possible to upload GAR form on [[https://www.submit-general-aviation-report.service.gov.uk/welcome/index|GAR submission website]]. More information and guidance about the new way of submitting GAR can be found [[https://www.gov.uk/government/publications/general-aviation-operators-and-pilots-notification-of-flights|here]].**</box>
  
 +<box>**If 'visiting address' is not filled in (in the GAR sending window), then Leon will show crew/PAX home address in the GAR form, column 'Home address or address visiting in UK'**</box>
  
 ---- ----
 ===== Sales checklist ===== ===== Sales checklist =====
  
-Sections directly related to **Sales** are separately divided in [[leon:operator-settings|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.+Sections directly related to **Sales** are separately divided in [[leon:operator-settings|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:  **2 items** are particularly important in SALES checklist: 
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 |   {{:updates:invoice.png|}}    |  {{:updates:payments.png|}}  | |   {{:updates:invoice.png|}}    |  {{:updates:payments.png|}}  |
  
-Each section has its own drop down menu where the status {{:leon:icons:Untouched new leon.png?|}} is selected by default. 'Untouched' means that nothing was done about this item. Various sections have different status options with different colours assigned.+Each section has its own drop-down menu where the status {{:leon:icons:Untouched new leon.png?|}} 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 quick information about flight preparation status.+The colour of the dot on the 'Flights list' page gives you quick information about flight preparation status.
  
   * {{:leon:icons:green dot.png?|}} - flight is ready - everything has been prepared.   * {{:leon:icons:green dot.png?|}} - flight is ready - everything has been prepared.
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 [{{ :leon:schedule-ops-checklist:positioning_checklist.png?200|Positioning checklist default items}}] [{{ :leon:schedule-ops-checklist:positioning_checklist.png?200|Positioning checklist default items}}]
  
-By clicking on a **Positioning** checklist dot in a section SCHEDULE (right-hand filter), Leon shows 3 default items of which statuses can be set up.+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.+A button **+ADD ITEM** allows adding 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'. **RESET STATUSES** button turns all items statuses back to 'Untouched'.
  
 ---- ----
-<box>**If you wish to have a custom item/items in your checklist (OPS or Sales), please contact our [[http://support@leonsoftware.com|Support Team]] with the information of item's name and statuses needed.**</box>+<box>**If you wish to have a custom item/items in your checklist (OPS or Sales), please contact our Support Team via [[http://support.leonsoftware.com/|Customer Portal]]with the information of the item's name and statuses needed.**</box>
leon/checklist.1548067387.txt.gz · Last modified: 2019/01/21 10:43 by rafal