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leon:endorsements-configuration [2019/07/10 14:24] rafal [Endorsements Configuration] |
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- | ====== Endorsements Configuration ====== | ||
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- | In this section you can create an **endorsements list** - add name, type, decide what aircraft type it should apply to and more. | ||
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- | First step is adding a **new endorsement**. Click on 'New endorsement' | ||
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- | * **Endorsement** - its name, i.e.: USA Visa, Medical, OPC, etc. | ||
- | * **Endorsement type** - choose ' | ||
- | * **Warn if expired when adding a flight** - tick the checkbox so that if the endorsement is invalid Leon will show a warning, i.e.: < | ||
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- | * **Order** - click {{: | ||
- | * **Endorsements for** - Cockpit, Cabin, Ground or Maintenance - select to which position/ | ||
- | * **Aircraft type** - select on which aircraft the new endorsement is required. | ||
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- | __flexibility__ will allow you to manage endorsements quickly and easily. | ||
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- | If you want a pilot' | ||
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- | **REVALIDATION RULES** - this function is for suggesting next expiry date based on the endorsement' | ||
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- | * **Validity time** - holds information regarding how many months from the endorsement' | ||
- | * **Revalidation window** - holds information for how many days before the endorsement' | ||
- | * **Round to the end of the month if outside revalidation window** - if checked and before revalidation window, your validity will be rounded to the end of the month. | ||
- | * **Action required when expiring** - it is a box where you can input a short description of an action that crew member has to perform in order to revalidate this endorsement. This description will be sent along with email reminder to the crew member. | ||
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- | ===== Mailing Rules ===== | ||
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- | Leon sends email notifications about endorsements expiry date to selected people (Managers or OPS) as well as to endorsements owner (a particular crew member) according to defined time intervals. | ||
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- | In this section you can define rules for receiving notifications from Leon about the **expiration of the crew endorsements**. | ||
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- | You can set as many rules as you need. You can add **different recipients** (i.e. people who manage endorsements or particular groups of endorsements). | ||
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- | It is also possible to make Leon send notifications to the endorsement' | ||
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- | ==== Defining rules ==== | ||
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- | To define rules for sending email notifications regarding the expiration of endorsements you need to follow these steps: | ||
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- | * In the section **Settings** open **Endorsement notification rules** drop-down box, click **//Add new rule//** and name the rule in the column **Basic settings > Rule name**. | ||
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- | * Set intervals (how many days before the expiry date of the selected endorsements emails should be sent) for this particular rule. | ||
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- | * Add recipient and select a person/ | ||
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- | * Mark **Functional groups** for this particular rule - cabin, cockpit, ground, or maintenance (don't leave groups unmarked, as Leon will not send a notification not knowing whom it should concern). | ||
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- | * Select appropriate endorsements which should be included in the email notification. | ||
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- | Once all is set & defined, Leon will be sending notifications emails to your inbox with the header **Notification of expiring endorsements**. Inside the email you will find an information about the expiry date of endorsements. | ||
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- | Separately you can define Leon sending email notifications about the expiry of *8Practical Trainings** & **Online Trainings** by marking those 2 checkboxes and inserting intervals. |