Differences

This shows you the differences between two versions of the page.

--- leon:quick-guide [2020/02/04 12:44]
bartek [CREW PANEL]
+++ leon:quick-guide [2021/06/24 09:17] (current)
bartek [Fleet]
@@ Line 1: / Line 1: @@
 ====== 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 =====
-[{{ :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.
@@ Line 16: / Line 17: @@
-    * 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
     * 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
+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 =====
@@ Line 35: / Line 38: @@
 You can also define your own settings in a tab **User settings** such as: airport codes, UTC or LT, preferred flights view or home page.
+-----
@@ Line 52: / Line 55: @@
 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**
-If you use quotes you can define here sending fully detailed quotes to Avinode (once you are integrated), sending MVT emails about fleet movement to clients, Flight Brief default email address and the content.
+If you use quotes you can define here sending fully detailed quotes to Avinode (once you are integrated), simple quotes or not sending at all. You can also define here default email 'From', 'Cc' and 'Bcc', email subject & content for sales documents, such as: Flight Brief & Charter Contract.
+The same can be done in the panel [[leon:email-templates|EMAIL TEMPLATES]].
 **Documents**
-In this section you can define i.e. documents default displaying in Flights List or airport codes on them, adding airport notes or flight number on them, default fuel cards on Trip Sheet and more.
+In this section you can define **Notify Crew** functionality default email details (to use this option, go to OPS, right-click with the mouse over the flight, select TRIP or LEG and by clicking 'Notify Crew' link Leon will show a pop-up window for sending flight documents to crew).
+Below you can find some additional settings, i.e. defining default **fuel cards** to show on Crew Trip Sheet document.
-For more information regarding General Settings in Leon check [[leon:general-settings|THIS LINK]].
+-----
 ===== Fleet =====
-To add a new **aircraft**, or to edit already added go to **Settings > Fleet** and click the link 'Add new aircraft'.
+[{{ :leon:introduction:fleet main page.png?200|Section Fleet - main screen}}]
+[{{ :leon:admin-fleet-management:fleet main page.png?200|Aircraft edition page}}]
-If you type first letter or number of the aircraft type you want to add, Leon will show suggestions in a drop-down list. You also need to insert **aircraft short name** and **aircraft registration** as these are mandatory fields to be filled in. The other mandatory fields are: aircraft home base, its colour and minimum cabin & cockpit crew.
+The main **FLEET** page shows is split in **2** panels: **FLEET** - showing real tails, and **VIRTUAL FLEET** - showing virtual tails. You can filter the page by an aircraft type, aircraft status (all, active, not active, deleted) and whether you want to view ACMI or non-ACMI tails.
+The **aircraft edition** section is divided into **4** tabs:
+  * **BASIC** - here you can find most important aircraft information, such as: name, IATA code, registration, PAX capacity, max cargo, weight & fuel units or MTOW.
+  * **OPS** - this tab shows OPS related information of the aircraft, of which the __mandatory__ ones are: **Max fuel** & **Burn fuel on taxi per h**.
+  * **SALES** - in this panel you can add **Airport Fees & Aircraft Fees** (previously set up in a section SALES > FEES). An interesting option is a possibility of uploading **pictures** for the particular aircraft and then make it displayed in your 'Requests/Quotes' panel documents with the help of [[leon:documents-manager|Documents Manager]], where in Available Data > Aircraft you can find an item 'Pictures' to be used.
+  * **PERFORMANCE** - here you can add the **aircraft performance** data which will be used for calculating **STA** time on all trips on the particular tail. Speed Profiles part of the page allows to define an aircraft speed: either Simple one or Advanced one - this is then used to suggest an **Arrival time** when adding a new flight (Leon shows STA time based on aircraft speed, GCD and an average winds).
-Additionally add other aircraft details of which important ones are:
+Right below mentioned 4 tabs Leon shows the **status** of the aircraft:
-[{{ :leon:admin-fleet-management:Aircraft.png?200|Aircraft data edition main screen}}]
+  * **Active** - an aircraft used by the operator - charged by Leon accounts.
-  * **Capacity** - useful if you add pax to Leon and the number of pax exceeds capacity Leon will issue a warning.
+  * **Not used** - an aircraft not used and not charged by Leon, but still available in filters (for data reports generating).
-  * **Home base** - add an airport code so that Leon can use it to show the aircraft location (i.e. in a section Calendar).
+  * **Deleted** - an aircraft deleted, not charged by Leon, not available in any of the sections.
-  * **Default flight number** - used by Leon when adding a new trip. Additionally you can mark a checkbox 'Increase flight number by one' to have next added leg of the trip to have the number increased by one.
+  * **ACMI** - an aircraft temporarily leased or sub chartered aircraft by your company.
-  * **Weight/Fuel unit** - set the default units used by Leon when adding a Journey Log (post-flight data).
-  * **Colour** - all flights of this aircraft will appear in selected colour (in a section Flights List).
-  * **ACMI** - mark if the aircraft is temporarily leased or sub chartered aircraft by your company.
-  * **Minimum cockpit/cabin crew** - these fields will determine basic crew for an aircraft for FDP calculation. Anything above that will be cosidered as augmented/double crew.
-  * **Status** - when the aircraft is marked as 'deleted' it will be removed from all filters in Leon as well as Timeline. Status 'not used' does not remove it from Leon.
-  * **CAM Data** - fields "FH/FC exceed warning" will help to trigger CAM warnings in Edit Flight or when adding the Flight.
-  * **Performance fields** - 'Climb' and 'Descent' rates added to aircraft performace fields can be used in generating 'Cosmic Radiation Dose' report. Adding 'Max range with 0 PAX or max PAX' will result in displaying a warning "ADES out of range for leg..." when the range between ADEP and ADES is larger than the one specified for the aircraft.
-  * **Aircraft brochure** - here you can upload aircraft brochure (i.e. aircraft inside view photos etc) which then are automatically sent with quotation documents, such as: Flight Brief, Charter Contract and Flight Quotation. You can upload 1 file of maximum of 5MB in PDF format.
+----
@@ Line 102: / Line 105: @@
 If you mark a function in a column **Use** and column **Default** - it will be visible straight away in a tab FLIGHT, when adding a new flight.
+It is also possible to add a custom position by inserting its code into a **Operator name**.
 {{:leon:settings:acft crew positions.jpg|}}
 It is also possible to define aircraft crew positions in the aircraft profile. Check [[leon:fleet-setup#aircraft-positions|THIS LINK]] for more details.
+-----
 ===== Users =====
 Adding a new user to Leon can be done in **2 ways**:
-[{{ :leon:admin-users:New user profile.png?200|Adding a new user from section Settings > Users}}]
-  * **New user** - in a section Settings > Users you can add both: new users who are not a part of crew staff as well as crew members. Click link **Add user** and add mandatory details, such as: **name** and **login**. You can also add passport details, which are used on some of documents (such as General Declaration). 'Home base' is used by Leon to properly calculate crew rest (at home base or away from home base).
-A tab **Groups** allows you to assign a new user to a particular group (to which you can define privileges explained [[leon:privileges|HERE]]).
+[{{ :leon:user-profile:user profile.png?200|User's profile}}]
-Once a new user is added you can edit his profile and set his **Personal Endorsements** (described under [[leon:endorsements|THIS LINK]]).
+  * **New user** - in a section Settings > Users you can add both: new users who are not a part of crew staff as well as crew members. Click link **NEW USER** and add mandatory details, such as: Name, Surname, Sex, Code, Login and Homebase . You can also add passport details, which are used on some of documents (such as General Declaration). 'Home base' is used by Leon to properly calculate crew rest (at home base or away from home base). By using other tabs in upper part of the window you can add **Ratings**, define with whom crew should not fly with and also add an option so that user won't be logged out by Leon.
-  * **New crew member** - can be added from a section Crew > Crew Members (click 'New crew member') where main details can be defined, such as: name/surname, login, code, home base, email address and ratings. To add more details click link **Full user edit** or go to Settings > Users.
+By clicking **Open full edit** link Leon shows a full user's profile. Here you can add additional details, such as:  Place of birth, phone, or change permission group.
+In a tab 'Personal Endorsements' you can edit crew **Personal Endorsements** (described in [[leon:endorsements|THIS LINK]]).
 <box>A field **Email work** is a very important one as this is the **main email address to which the password will be sent out as well as notifications** or any other messages.</box>
+-----
 ===== Adding flights =====
@@ Line 126: / Line 135: @@
 [{{ :leon:schedule:adding trip.jpg?200|Adding a new trip in a section OPS > Table}}]
-Adding a **new flight** can be done from a section **OPS** where it's possible to add {{:leon:icons:New Trip.png|}} {{:leon:icons:new positioning.jpg|}} {{:leon:icons:new office.jpg|}} or {{:leon:icons:new reservation.jpg|}}
+Adding a **new flight** can be done from a section **OPS** where it's possible to add {{:leon:icons:New Trip.png|}} {{:leon:icons:new positioning.jpg|}}  {{:leon:schedule:New Simulator.png?nolink|}} or {{:leon:icons:new reservation.jpg|}}
 OPS is divided into **3** sections: TABLE, CALENDAR and TIMELINE. Each of them shows flights in a different way to meet your needs. In OPS you can add a new trip regardless section you work with.
@@ Line 138: / Line 147: @@
 To add more legs to the trip click **+** and to delete a leg click {{:leon:icons:bin-new leon.png|}}
-You can also add a new **positioning**, new **office** or new **reservation** by clicking appropriate buttons placed next to NEW TRIP.
 ==== Sales ====
@@ Line 146: / Line 155: @@
   - By using {{:leon:icons:New Trip.png?|}} button located at the bottom of the page
-  - By right-clicking the mouse on the square which will bring {{:leon:icons:Add trip button.png?|}} button.
+  - By right-clicking the mouse on the square which will bring {{:leon:icons:Add trip button.png?|}} button as well as an option of adding a **Day Note**.
 If the user hovers the mouse over **CREW** assigned crew will show up information such as:
@@ Line 217: / Line 226: @@
 -----
+===== Bookings =====
-===== Adding crew, pax, clients =====
+[{{ :leon:sales-bookings:Bookings 1.png?200|Bookings calendar view}}]
+**Bookings** is the Calendar-like section where it is possible to see all the aircraft tasks in one view. 'Bookings' allows viewing all the gaps (availability) in the aircraft schedule and helps the Sales Teams selling the flights.
+It is possible to expand the height of the columns if need be. In the aircraft registration column hover the mouse over the line separating 2 differen aircraft. If you see {{:leon:sales-bookings:double arrow.png?nolink|}} icon, hold it and expand.
+The 'Bookings' view is divided to filter section at the top and the calendar with the aircraft operations below the filter.
+The **top filter** contains such elements as:
+  * {{:leon:sales-bookings:TF - Requests.png?nolink|}} - allows switchich view to [[leon:sales|Requests/Quotes]] section.
+  * {{:leon:sales-bookings:TF - Display.png?nolink|}} - option to choose between 'Quotes' only view, 'Schedule' only view and both 'Quotes&Schedule' view. 'Quotes&Schedule' will divide Aircraft row into 'QUOTATION' section (at the top) and 'SCHEDULE' section (below) separated by the line.
+  * {{:leon:sales-bookings:TF - Date Range.png?nolink|}} - option to choose the date range. You can either do it by choosing from the options available in the dropdown or select the range in the available calendar.
+  * {{:leon:sales-bookings:TF - Today.png?nolink|}} - Clicking on **TODAY** will limit the view to one day only (today). Using arrows will move the schedule forward/backwards by the number of days chosen in the date range starting from the beginning/end of filtered date. For example, if the date range is 29/01 - 29/02, clicking on right arrow will move it to 29/02 - 31/03
+  * {{:leon:sales-bookings:TF - Aircraft.png?nolink|}} - option to filter by aircraft
+  * {{:leon:sales-bookings:TF - Dots.png?nolink|}} - here you can choose preferred airport code (switch between airport ICAO/IATA codes) and the Timezone (UTC/LT).
+The **indication of the operations** within the 'Bookings' view is as follow:
+  * {{:leon:sales-bookings:BI - Confirmed.png?nolink|}} - **Confirmed commercial flight**
+  * {{:leon:sales-bookings:BI - NonCom.png?nolink|}} - **Non-commercial flight added from OPS section**
+  * {{:leon:sales-bookings:BI - Option.png?nolink|}} - **Option flight**
+  * {{:leon:sales-bookings:BI - JL.png?nolink|}} - **Flight Completed - Journey Log inserted**
+  * {{:leon:sales-bookings:BI - RQ.png?nolink|}} - **Quote Request**
+  * {{:leon:sales-bookings:BI - Res.png?nolink|}} - **Reservation**
+  * {{:leon:sales-bookings:BI - ResOption.png?nolink|}} - **Reservation Option**
+  * {{:leon:sales-bookings:BI - MX.png?nolink|}} - **Maintenance**
+  * {{:leon:sales-bookings:bi-aogmx.png?nolink|}} - **AOG Maintenance**
+It is possible to add the **Reservation** from this screen. To do so, click on 'ADD RESERVATION' button, fill in the data in the pop-up window and save the changes.
+You can also **edit the Flight/Option/Quotation** as long as it was added from the 'Request/Quotes' section.
+It is also possible to edit Maintenance/AOG Maintenance and Reservations. Clicking on Maintenance/AOG Maintenance will edit the particular Maintenance in MX > Scheduled Maintenance section. Clicking on 'Reservation' will edit this 'Reservation' in a pop-up window in the 'Bookings' screen.
+<box>**Flights added from OPS section are not clickable in 'Bookings' section.**</box>
+-----
+===== Adding crew, PAX, clients =====
 **Adding Crew**
@@ Line 236: / Line 286: @@
 The alternative ways of adding new crew to Leon are explained chapters [[leon:crew-members|Crew Members]] & [[leon:users|Users]].
-**Adding Pax**
+**Adding PAX**
 [{{ :leon:updates:pax edit.jpg?200|Adding a new passenger to Leon}}]
@@ Line 294: / Line 344: @@
 ===== ADD-ONS =====
-Go to a section Settings > Add-Ons to configure Leon integrations with the softwares as below (the list is not full):
+Go to a section Settings > Add-Ons to configure Leon integrations with the softwares as below (the list is not full, we're integrated with over **40** softwares):
-  * **MyHandling** - software to service Handling Requests.
+  * **Airport Charges** - calculating landing fees, passenger charges and taxes for a turnaround.
-  * **SchedAero** - charter sales management system.
+  * **Aero CRS** - a cloud based system for managing and operating a small-medium airline scheduled or charter based operation.
+  * **Avinode** - world’s largest online Marketplace for buying and selling private air charter.
   * **CAMP** - maintenance software.
+  * **Centrik** - managing Risk, Safety, Compliance, Manuals, Documents, Meetings, Training and more.
+  * **Delisky** - leading provider of VIP in-flight catering services to private & business jet operators.
+  * **Eurocontrol** - air traffic management.
   * **EuroFPL** - software to flight planning and navigation.
+  * **ForeFlight** - flight planning software.
+  * **FRMSc SAFE** - managing occupational alertness as well as providing advice and training.
+  * **FuelerLinx** - an aviation fuel planning and tankering software system.
+  * **MyHandling** - software to service Handling Requests.
   * **PPS** -  flight planning software.
+  * **Q5** - developing quality, security, and environmental, health and safety for the crew.
   * **RocketRoute** - flight planning & management software.
-  * **Eurocontrol** - air traffic management.
+  * **SchedAero** - charter sales management system.
-  * **UVair** - products and services for the general aviation industry.
+  * **TRAXXALL** - aircraft maintenance tracking and parts inventory management software.
-  * **Aero CRS** - a cloud based system for managing and operating a small-medium airline scheduled or charter based operation.
-  * **Avinode** - world’s largest online Marketplace for buying and selling private air charter.
-  * **Delisky** - leading provider of VIP in-flight catering services to private & business jet operators.
-  * **FRMSc SAFE** - a computer program that allows a range of factors influencing alertness in aircrew to be evaluated.
   * **UvGO** -  a program to create and file flight plans for domestic, regional, and intercontinental routes.
   * **Videcom** - compliant Airline Reservation System providing Inventory Hosting, IATA Eticketing, Internet Booking Engine, GDS Distribution, Codeshare and Interline connections.
-  * **Drivania** - providing private ground transportation in more than 1,000 cities through their global network of highly qualified chauffeurs
 ----
@@ Line 323: / Line 378: @@
 There are number of time-filtering options, such as: Calendar where you can choose the date, set to current date by default, TODAY button with which you can change the date forward (right arrow) or backward (left arrow), a checkbox 'Refresh automatically' - if this checkbox is ticked, the green line will refresh automatically. If it is unticked, manual refresh is needed, 'Time-range' view - here you can choose i.e."6h" to see 6h worth of activities on one screen.
+-----
-===== Commercial orders =====
-It is possible to add a **long-term flight schedule** to the system. It can be a week-long, month-long or even a few-months-long schedule. This is when you can use section Sales > Commercial Orders.
-[{{ :leon:commercial-orders:edit-schedule-window.png?200|Adding a commercial order}}]
-Before adding a new **Commercial Order** you will need to enter a **Season** to specify period of time within which the schedule should take place. Go to Sales > Seasons and click on **Add new season** icon. Enter the name of the new season (i.e. Summer 13, Winter 13, etc.) and define a period of time (how long should the season last).
-By clicking **New schedule** icon, a new pop-up window will show up. A period of time for the new order will be copied from 'Season' definition but it can be changed. Select aircraft and the days of flights (i.e. 1, 3, 5 for Monday, Wednesday and Friday). After adding flight number you can optionally select 'Day SHT' (Day shift), which means shifting your order for selected number of days forward.
-I.e. if you select **+1** and the order is supposed to start from Monday (a box '1' is ticked), then the order will start from Tuesday. Selected STD/STA times and ADES/ADEP details will get automatically exported to the 'Flights List' page.
-**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.
 ===== CREW PANEL =====
@@ Line 406: / Line 446: @@
 ----
+===== CREW CALENDAR =====
-You can also use the old version of Leon crew duties panel.
+[{{ :leon:crew-duties:Calendar_General View.png?200|Crew Calendar - general view}}]
-[{{ :leon:crew-duties:crew duty roster.png?200|Section Crew Duties - the main view on the roster}}]
+In this calendar-like section of CREW you can schedule crew duties for a selected period of time, for most part, exactly like in the old Crew Duties page; however, the interface has been changed to correspond more with Crew Panel Timeline page. Right clicking on a given day opens up a pop up window with a menu allowing to select an action to do. It is possible to see Activity Details - information on duties performed on a particular day, you can Add Simulator, Positioning or Duty. You can also see Changes History or Delete duty. Unlike in the old Crew Duties panel, here **you can add a duty crossing midnight**.
-Leon allows you to **plan crew duties** according to your own created duty-types. By going to a section Settings > Duties Setup (tab Definition) you can define duty types, name them, select a colour to appear in the roster and assign them to your crew.
-Tab **Functions** should contain all aircraft on which duties are being performed. By clicking 'Add/Edit' duty function you can specify which crew ratings should appear in the crew-duties table.
-Duties roster can be planned in 2 available modes:
+The **FILTER** is located in the top bar section of the interface, similarly to Crew Panel Timeline view. It allows to filter out crew by crew names, labels, position types and aircraft types. You can select more than one crew member or label.
+[{{ :leon:crew-duties:Calendar_Filter.png?150|Crew Calendar filter}}]
-  * **Actual** - where all changes get exported to crew straight away.
-  * **Draft** - where you can plan duties before publishing them (for particular crew members, within a selected period of time).
-In both modes you can copy already added duties to other crew members. You can view **days off** assignement violation (once it's turned on in the filter).
-In this section you can also monitor **crew currency**(read more about this topic [[leon:duties-setup|HERE]]).
-A section where you can also add crew duties (the same defined in Definition) is [[leon:crew-activities|Crew Activities]].
+From the same **top bar** it is possible to switch between the Crew Calendar and Crew Timeline view, select the time-frame, timezone (old Crew Duties were only available in UTC), switch on or off the draft mode as well as crew requests. **Crew Requests**, just like in the old Crew Duties and Crew Panel page, appear with the red duty letter code {{:leon:crew-duties:Calendar_Requests.png?nolink&60|}}
+When you right-click on the duty you can either accept or decline the request.
+{{:leon:crew-calendar:CC - top bar.png?nolink|}}
+If the **Drafts** toggle is switched to **ON** the unpublished draft is indicated by a pink line at the bottom of the duty squares.
+{{:leon:crew-duties:Calendar_Draft.png?|}}
+Once the draft of the roster is ready, you can publish it by clicking the {{:updates:Calendar_Publish button.png?nolink&50|}} button. This opens up a pop-up window in which you can select the time-frame (by default it is set to 15 days ahead) and crew members for which you want the roster to get published.
+-----
 ===== Endorsements =====
@@ Line 436: / Line 481: @@
 You can also add **Endorsements for Airpots** (section Crew > Endorsements for airports): airport brief, practical training & online training.
+-----
+===== Maintenance =====
-===== MX =====
 [{{ :leon:scheduled-maintenance:adding new maintenance.png?100|Adding new maintenance}}]

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