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leon:endorsements [2017/03/20 15:41]
rafal [Managing endorsements] |
leon:endorsements [2024/01/14 10:28]
bartek removed |
| ====== Endorsements ====== | ====== Endorsements ====== |
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| ===== Introduction ===== | |
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| Tracking crew **Endorsements** in Leon is a very helpful function. You can **store** scanned documents: licences, medicals, visas, etc. You can also specify which documents are required to be valid for dispatch (if invalid, Leon will show a warning when saving a new flight). | |
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| You can designate a person/persons responsible for **managing endorsements** - they will be **notified** about upcoming endorsements expiration. Your crew can be notified about it as well. | |
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| Email notifications can be defined for different types of endorsements, for different aircraft types or crew and with different intervals. | |
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| ===== Managing endorsements ===== | ===== Managing endorsements ===== |
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| <box tutorial>[[videos:account-configuration:endorsements-settings|Video Tutorial]]</box> | <box tutorial>[[videos:getting-started:endorsements|Video Tutorial]]</box> |
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| General 'Endorsements' page looks similar to 'Fleet documents' - there are certain columns displaying information such as: crew code, name, surname, endorsement's name, number, expiry date and time left until expiration. | General 'Endorsements' page looks similar to 'Fleet documents' - there are certain columns displaying information such as: crew code, name, surname, endorsement's name, number, expiry date and time left until expiration. |
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| [{{ :leon:endorsements:NEW FILTER.png?200|Crew endorsements - colours indications}}] | [{{ :leon:endorsements:Endorsements colours.png?200|Crew endorsements - colours indications}}] |
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| You can use the **filter** to i.e.: sort endorsements by the endorsement's expiry date (expired displayed first), crew surname (alphabetically), crew code, the endorsement's name (alphabetically) or by the endorsements order defined in a section Endorsements List. | You can use the **filter** to i.e.: sort endorsements by the endorsement's expiry date (expired displayed first), crew surname (alphabetically), crew code, the endorsement's name (alphabetically) or by the endorsements order defined in a section Endorsements List. It is also possible to filter endorsements by **Person labels** which can be assigned to crew members in a section **Phonebook**. |
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| An icon {{:leon:icons:invoice-canc..png|}} placed next to a field **Person** should be used to delete the last filtered person. Once the field becomes blank, by clicking it Leon shows a drop-down box with options to see **All** crew endorsements as well as crew **Active**, **Not active** and **Deleted**. | An icon {{:leon:icons:invoice-canc..png|}} placed next to a field **Person** should be used to delete the last filtered person. Once you cleared the field Leon would display a drop-down box with options to see **All** crew endorsements as well as crew **Active**, **Not active** and **Deleted**. |
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| ---- | ---- |
| You can also upload scanned files by using the 'Upload' icon. | You can also upload scanned files by using the 'Upload' icon. |
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| When you add crew with expired endorsement to a new flight, the warning will pop up (more [[leon:new-flight|here]]). | When you add crew with expired endorsement to a new flight, the warning will pop up (more [[leon:new-flight|HERE]]). |
| Leon will also show this crew, highlighted red, when hovering the mouse over the dot on the Flights List. | Leon will also show this crew, highlighted red, when hovering the mouse over the dot on the Flights List. |
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| | ==== History of uploaded files ==== |
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| | [{{ :leon:endorsements:E-history1.png?200|Endorsement file history}}] |
| | You can also access the **history** of uploaded files by clicking on the <html><span style="color:blue;font-size:100%;">History</span></html> link. |
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| | A pop-up window will open with the historical details of uploaded files containing the following information: |
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| | * **Person that made the changes** |
| | * **Time and date when the changes were made (in UTC)** |
| | * **Status of changes made to the file:** |
| | * {{:leon:endorsements:E-history3.png?nolink|}} - new file uploaded |
| | * {{:leon:endorsements:E-history4.png?nolink|}} - no changes made to the file |
| | * {{:leon:endorsements:E-history2.png?nolink|}} - file deleted |
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| | Clicking on the file name within the status (e.g.{{:leon:endorsements:E-history2.png?nolink|}}) will open this file. This includes **deleted files** as they're stored on Leon servers. |
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| | If you enabled the opening of attachments in a separate tab of your browser, please make sure that you enabled pop-up windows. |
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| | <box>**IMPORTANT!!! The history of files applies as off 'NOW'. It doesn't apply to the files uploaded/deleted in the past. The history of uploaded files is available both in 'Endorsements' and 'Endorsements for Airports' sections.**</box> |
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| | ---------------------------- |
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| | ===== Passport ==== |
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| | [{{ :leon:schedule:adding new passport.jpg?200|Adding a new passport to crew in a section OPS}}] |
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| | Crew passport's details such as the number and the expiry date can be modified in user's profile screen, or in a section OPS, tab CREW of the right-hand filter, section PASSPORTS, by clicking {{:leon:icons:edit passport.png|}}. |
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| | You can also upload your passport **pdf scan** (for one or more passports) in either your profile page or 'Personal endorsements' in a 'Full edit' screen. |
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| | {{:leon:endorsements:scans 1.jpg|}} |
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| <html> | <html> |
| </html> | </html> |
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| <box>'Passport' endorsement can have the number and the expiry date modified **only** in user's profile screen. The only detail that can be changed in 'Endorsements' page is its 'Date of issue'.</box> | <box>**Leon allows uploading 1 scan for each passport only. If you have already uploaded scans for your passports, please re-log, go to your profile and re-arrange scans accordingly.**</box> |
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