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leon:quick-guide [2019/08/24 09:04]
bartek 		leon:quick-guide [2020/02/14 09:21]
bartek [General settings]
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 ====== Quick admin guide ====== ====== Quick admin guide ======
  
-This is a quick guide for administrators. Below you can find described most important functions in Leon.  +This is a quick **guide** for Leon administrators (users with Admin group assigned). Below you can find described most important functions in Leon. 
  
 +{{:leon:integrations:logo.jpg?300|}}
  
 +----
 ===== Logging in ===== ===== Logging in =====
  
-[{{ :leon:introduction:pasek_adresu.png?200|Logging in page}}]+[{{ :leon:introduction:logging in page.png?nolink&200|Leon logging in page}}]
  
-To log into Leon type web-address as: operator ID.leon.aero (i.e. abc.leon.aero). We suggest using **Chrome** browser as it  is mostly being used during the development process. Internet Explorer is supported, but not recommended due to compatibility issues.+To log into Leon, type web-address as: operator ID.leon.aero (i.e. if your operator 3-letter code is 'ABC' type abc.leon.aero). We suggest using **Chrome** browser as it  is mostly being used during the development process. Internet Explorer is supported, but not recommended due to compatibility issues.
  
 If you have issues with logging in it can be either a wrong password or your browser's cache needs to be cleared. If you have issues with logging in it can be either a wrong password or your browser's cache needs to be cleared.
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-    * When at operator_ID.leon.aero, click on "Forgot your password ? Click here" option+    * When at operator_ID.leon.aero, click on "Forgot your password ? Click here"
     * Type in User's login and click at "Email me" button. Email with a link will be sent to work email specified in the Profile     * Type in User's login and click at "Email me" button. Email with a link will be sent to work email specified in the Profile
     * Click on the link in an email to reset the password     * Click on the link in an email to reset the password
     * New password is sent to an email, allowing to log in to the system     * New password is sent to an email, allowing to log in to the system
      
 +The additional option is creating a ticket via Atlassian.net page, which will be sent to Leon Support Team.
  
 +On the left side of the logging in page you can also see current **Leon releases** (being displayed every 2 weeks), where you can find information and links to the latest Leon features & functionalities. All scheduled system **maintenances** and other important new can be found here as well.
  
 ===== Profile ===== ===== Profile =====
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 Here you can define items such as: disabling permanent deleting of sectors in Flights List, alternate airports, using Empty Legs, default flight & trip type, crew list suggestion when ading a new trip, Journey Log items, OPS & Sales checklist items or custom delay codes. Here you can define items such as: disabling permanent deleting of sectors in Flights List, alternate airports, using Empty Legs, default flight & trip type, crew list suggestion when ading a new trip, Journey Log items, OPS & Sales checklist items or custom delay codes.
  
-**Handling Requests**+**GAR emails**
  
-What you can set up here is strictly related with Handling Requests panel in Leon: MyHandling ID, Handling requests status changes, default email addresses or email subject, default HR email content or items requested from a handler, default HOTAC items, etc...+In this page you can insert a default '**Cc**' email address as well as a default **email content** for sending GAR email & pdf file. Here you can also choose the **format** of the file itself. Attached file can be sent either as **PDF** or **XLS**. The format can be switched to a different one before sending GAR in GAR window.
  
 **Quotations** **Quotations**
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 ---- ----
 +
 +===== SCHED =====
 +
 +[{{ :leon:sched:Schedule Overview2.png?200|SCHED page overview}}]
 +
 +**SCHED** is the functionality allowing you to build and manage the schedules. Functionality is designed with Airlines in mind. However, it still can be used by business and charter operators to build schedules if need be. Currently, the schedules can be created on the **Virtual Aircraft only**. The aircraft can be switched after the schedule is published.
 +
 +[{{ :leon:sched:New Schedule4.png?200|'New Schedule' window}}]
 +
 +In order to build a new schedule you need to perform the following steps:
 +  - Click on {{:leon:sched:Icon - New Schedule.png?nolink|}} button
 +  - Insert the timeframe of the schedule (**From** and **To**), select the Aircraft, schedule Rotation (weekly, biweekly, triweekly) and the Trip Type
 +  - Choose the **Client** if applicable. In order for the Client to be populated, it needs to be added in the Phonebook and you need to type in the first 2 letters of Client's name
 +  - Select the days on which the schedule should repeat (Mon-Monday, Tue-Tuesday, etc)
 +  - In the **Schedule** section you can insert the flight details. To add the next flight within the same schedule click on a **+** and the second line will be available. In the second line, you can also select a **'Day Shift'** number which means shifting your order for the selected number of days forward. I.e. if you select +1 and the order is supposed to start from Wednesday, then the order will start from Thursday.
 +  - Click 'Add Schedule' button to save new Schedule
 +
 +
 +Once the schedule is saved, the flights are displayed as blue squares - {{:leon:sched:Icon - unpublished.png?nolink|}}.
 +
 +You can click on the flight and perform further actions, such as **modifying the schedule** or **deleting it**. You can select more than one flight by holding **Shift/Ctrl** buttons on the keyboard and clicking on the flights or by using {{:leon:sched:Icon - Select Flights.png?nolink|}} option.
 +
 +Clicking on {{:leon:sched:Icon - selected unpublished.png?nolink|}} will display the flight details in the bottom 'Status Bar'.
 +
 +<box>**New schedule is not visible to OPS teams in OPS section until the flights are published**</box>
 +
 +Option {{:leon:sched:Icon - publish.png?nolink|}} is there to publish the **selected flights** of the schedule.
 +
 +It is possible to modify selected **flights** or a number of flights or modify **pairings**.
 +
 +For more information regardint this feature, please check [[leon:sched|THIS]] link.
 +
 +----
 +
 +===== Quotes =====
 +
 +[{{ :leon:sales:main sales panel page.png?200|Requests/Quotes - the view on the list of quotes}}]
 +
 +On the main page of the **Requests/Quotes** panel you can see the list of **Quotes** downloaded from **Avinode** as well as those created in Leon.
 +
 +[{{ :leon:sales:Quote edit 2.png?200|Requests/Quotes - the quote edition page}}]
 +
 +The main page of the **RFQ - Request For Quote** page is divided into **2** sections, which show all details in a transparent way:
 +
 +  - RFQ details with options of adding & managing the quote.
 +  - Displaying the quote in Calendar, managing the Checklist, PAX and other options.
 +
 +Right below request details & quoting options you can find **Trip details**: Aircraft registration, Price, ADEP, ADES, TBA checkbox, Departure time LT, Arrival time LT, Block Time, Flight Time, PAX number and Ferry flight indication.
 +
 +By clicking the **+** icon you can add a new leg into the existing trip -  you can do it also in-between existing flights.
 +
 +It is possible to change the **Currency** and Leon will recalculate the price in the new currency. The new currency will also apply to the quote's fees (catering, hotel, flight plan, etc...).
 +
 +It is also possible to schedule a **Fuel Stop**.
 +
 +You can also set up sending an **Invoice** from Leon's panel 'Requests/Quotes'. Before using this option you need to set up in [[leon:documents-manager|Documents Manager]] a new template **QUOTE INVOICE** - you can set up multiple different templates and re-arrange them the way you want (using HTML & CSS). You can also use Leon default template pdf.
 +
 +For more information about 'Requests/Quotes' panel please check [[leon:sales|THIS]] link.
 +
 +-----
  
 ===== Adding crew, pax, clients ===== ===== Adding crew, pax, clients =====
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 **Manual changes** in schedule to a sector initially generated through commercial order, breaks its link to that commercial order schedule. In other words - once you change anything in the schedule and then delete the commercial order - that flight will **not get deleted** along with all the other flights from that commercial oder. **Manual changes** in schedule to a sector initially generated through commercial order, breaks its link to that commercial order schedule. In other words - once you change anything in the schedule and then delete the commercial order - that flight will **not get deleted** along with all the other flights from that commercial oder.
  
-===== Roster =====+===== CREW PANEL ===== 
 + 
 +[{{ :leon:crew-panel:Crew Panel 2.png?200|Crew Panel - rostering tool in Leon}}] 
 + 
 +The new **Crew Panel** has been implemented for fast, legible and intuitive reading & editing of the roster. It displays all the data you need for the perfect planning of duties for the crew. To add a duty mark a day, right-click with the mouse and select either ADD DUTY or QUICK ADD DUTY. 
 + 
 +It is possible to add new Crew members or edit existing Crew members directly from the “Crew Panel”. It is also possible to assign crew to flights from this panel.  
 + 
 +Leon also will suggest FTL calculations by **highlighting the crew tile** with the following colours: 
 + 
 +{{:leon:crew-panel:tile-green.png?|}} - FTL within limits 
 + 
 +{{:leon:crew-panel:tile-orange.png?|}} - rest before the flight violation, not enough rest to perform this flight or series of flights 
 + 
 +{{:leon:crew-panel:tile-red.png?|}} - FDP violation on the flight 
 + 
 +Leon displays **block times** within the crew tile, the top figure being **monthly** block time and the bottom figure being the **yearly** block time. 
 + 
 +**Double-click on a flight** will display Crew assigned to this particular sector along with the phone number & email address. 
 + 
 +__The colour-code in the flights-part of the Crew Panel are as follow__: 
 + 
 +{{:leon:crew-panel:flight fully assigned.png|}} - flight fully assigned 
 + 
 +{{:leon:crew-panel:flight ferry fully assigned.png|}} - flight ferry fully assigned 
 + 
 +{{:leon:crew-panel:flight partially assigned.png|}} - flight partially assigned 
 + 
 +{{:leon:crew-panel:flight unassigned.png|}} - flight without crew assigned 
 + 
 + 
 +It is also possible to **assign Crew to Option flights**. The colour-coding is a per below: 
 + 
 +{{:leon:crew-panel:Option fully assigned.png?nolink|}} - option fully assigned 
 + 
 +{{:leon:crew-panel:option ferry fully assigned.png?nolink|}} - ferry option fully assigned 
 + 
 +{{:leon:crew-panel:option partially assigned.png?nolink|}} - option partially assigned 
 + 
 +{{:leon:crew-panel:option no crew.png?nolink|}} - option without crew assigned 
 + 
 +If you wish to assign the same crew to the next sector or series of sectors, it is possible to copy the crew by left clicking on the flight from which the crew should be copied. Then select Copy Crew or use shortcut C and select the next sector/sectors to which the crew should be copied and select Paste Crew or use shortcut V. 
 + 
 +In order to copy crew to more than one sector it is necessary to hold Shift or Ctrl key while selecting the sectors to which the crew should be copied. 
 + 
 +If the duty is requested by a Crewmember it will be presented as a duty with the red duty label: 
 + 
 +{{:leon:crew-panel:Duty requests.png?nolink|}} 
 + 
 +To accept or reject the request Crew Planner has to either add this requested duty or override the duty. Crew members can **only request the duties via their mobile applications** - subject to the privileges provided. 
 + 
 +To add a new **Simulator** duty from the Crew Panel - once it is already performed - select date range, crew member, right-click the mouse and select 'ADD SIMULATOR' option. 
 + 
 +[{{ :leon:crew-panel:Publis pop_up.png?200|Draft publishing pop-up}}] 
 + 
 +Once you have added crew to flights, added all duties, made all changes - Leon will mark it all (duties) with pink background indicating it is not visible to the crew and it needs to be published. 
 + 
 +To be able to publish added duties you need to set up a drop-down 'Crew Panel' to **Manual Publish**, in **General Settings** section of Leon. Setting it up to **Auto publish** will make all added duties will be published to crew **automatically**.  
 + 
 +{{:leon:crew-panel:Duty pink.png|}} 
 + 
 +When you are ready to publish changes, click {{:leon:icons:CP Publish.png|}} and Leon will show a pop-up window where you can select a **time range** and **crew members**.  
 + 
 +After clicking 'Publish' you will see the progress bar and after a few seconds publication will be completed.  
 + 
 +---- 
 + 
 +You can also use the old version of Leon crew duties panel.
  
 [{{ :leon:crew-duties:crew duty roster.png?200|Section Crew Duties - the main view on the roster}}] [{{ :leon:crew-duties:crew duty roster.png?200|Section Crew Duties - the main view on the roster}}]
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 You can also add **HIL** (Hold Items List) to Leon - this topic is described in more details [[leon:hold-item-list|HERE]]. You can also add **HIL** (Hold Items List) to Leon - this topic is described in more details [[leon:hold-item-list|HERE]].
-===== Reports =====+---- 
 + 
 +===== WIZARD Report ===== 
 + 
 +[{{ :leon:report-wizard:report wizard general.png?200|Report Wizard - the main view on saved reports}}] 
 + 
 +**Report Wizard** has been created to replace in the future **Custom Flights List** report. The main aim was to allow quick & easy creating & storing various type of reports in one page (crew flight times, aircraft block hours, fuel usage, PAX data, etc....). 
 + 
 +Each created and saved report can be **edited** and **re-arranged** in many ways. Leon users can decide what columns should get displayed in the report and in what order, they can choose period of time for each report and name each report the way they want. 
 + 
 +Each Leon user who has the access to the Wizard Report is now able to create and save a report to which no other user will have access. 
 + 
 +Selection of different **Scopes** when creating a new report allows generating reports showing all kinds of data: Flights, Positionings, Flights Aggregated Statistics, Trips, FTLs, Invoices or Quotes. 
 + 
 +It is possible to generate a long-period reports in Wizard, for more than **90 days**. When generating a new report or editing already saved report in Wizard for a period of more than 90 days, Leon will show **Time range too long** warning, however, you will still be able to generate the report. 
 + 
 +In the top-right corner of the report screen, under the sharing icon: {{:leon:reports:share icon.jpg|}} a URL link can be generated. By Clicking {{:leon:report-wizard:share link.jpg|}} and entering the short name of the report, Leon will generate a link, which when inserted into the web address belt of the browser, will download the csv file with the content of the report.  
 + 
 +The functionality is mainly aimed at Customers who wish to export data from Leon to various BI systems including Google Data Studio and Qlik. 
 +---- 
 +==== Other reports ====
  
 In Leon there are tens of reports which can be obtained in a section **Reports**. The section is divided into a few sub-sections. The most useful reports are: In Leon there are tens of reports which can be obtained in a section **Reports**. The section is divided into a few sub-sections. The most useful reports are:
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   * **Custom Flights List** - here you can generate various kind of data. In the filter, apart from period of time, you can select **data source**. Section **Columns** is particularly useful as here is where you can mark checkboxes, which means columns that should appear in the report. At the bottom of the screen there is always a **Summary** table displayed with minimum (MIN), maximum (MAX) and average (AVG) data: block time, flight time, PAX details, Max FL or Fuel.   * **Custom Flights List** - here you can generate various kind of data. In the filter, apart from period of time, you can select **data source**. Section **Columns** is particularly useful as here is where you can mark checkboxes, which means columns that should appear in the report. At the bottom of the screen there is always a **Summary** table displayed with minimum (MIN), maximum (MAX) and average (AVG) data: block time, flight time, PAX details, Max FL or Fuel.
   * **Airport Categories** - this report shows all airports available in Leon (imported from ACUKWIK software). In the filter, you can switch from 'Airport' to 'Custom airfield' to search for airfieds or helipads (usually added to Leon manually upon request).   * **Airport Categories** - this report shows all airports available in Leon (imported from ACUKWIK software). In the filter, you can switch from 'Airport' to 'Custom airfield' to search for airfieds or helipads (usually added to Leon manually upon request).
-  * **Export to FAA CARI 6** - FAA CARI-6 is a computer program that allows you to precisely calculate the cosmic radiation dose. +  * **Export to FAA CARI 7** - FAA CARI-7 is a computer program that allows you to precisely calculate the cosmic radiation dose.
- +
  
 +----
  
  
leon/quick-guide.txt · Last modified: 2021/06/24 09:17 by bartek

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