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leon:endorsements [2017/03/20 15:41]
rafal [Managing endorsements]
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-====== 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 ===== 
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-<box tutorial>[[videos:account-configuration:endorsements-settings|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. 
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-[{{ :leon:endorsements:NEW FILTER.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. 
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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**. 
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----- 
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-**Colours indications** 
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-An endorsement that has already expired is marked in red: 
-<html> 
-<span style="color:red;font-size:100%;">ZUL   Henry   Zulu   Licence L123 04-12-2012 -----</span> 
-</html> 
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-An endorsement that is about to expire in less than a month is marked in orange: 
-<html> 
-<span style="color:orange;font-size:100%;">    
-IND Markus India Licence L123 15-07-2013 12 day(s) </span> 
-</html> 
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-An endorsement that will expire in more than a month is marked in black:  
-<html> 
-<span style="color:black;font-size:100%;">    
-PAP   William   Papa Licence L123 02-10-2017 4 year(s) </span> 
-</html> 
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-If you have a document which __never expires__, please write '**XXX**' instead of the date. If you leave this field blank, Leon will treat it as empty and this document will be listed in red. 
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-To change endorsements details you need to click on the appropriate row and then edit the necessary fields. 
-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]]). 
-Leon will also show this crew, highlighted red, when hovering the mouse over the dot on the Flights List. 
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-<html> 
-<span style="color:red;font-size:150%;">IMPORTANT!</span> 
-</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> 
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leon/endorsements.1490024496.txt.gz · Last modified: 2017/03/20 15:41 by rafal