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leon:settings-handling-requests [2017/12/08 14:29]
rafal [GAR Emails]
leon:settings-handling-requests [2021/12/03 10:03] (current)
rafal [Attach documents by default]
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 ====== Handling requests ====== ====== Handling requests ======
 +<box tutorial>[[videos:getting-started:step-4.-handling-requests|Video tutorial]]</box>
 +
 +
  
 This tool allows you to configure default handling requests and GAR patterns which will be used in preparing and sending emails to handling agents or GAR offices (see [[leon:handling-requests|Handling Requests]] and [[leon:gar|GAR]]). This tool allows you to configure default handling requests and GAR patterns which will be used in preparing and sending emails to handling agents or GAR offices (see [[leon:handling-requests|Handling Requests]] and [[leon:gar|GAR]]).
  
-===== General settings =====+The whole panel contains of 2 tabs. 
 + 
 +===== Settings ===== 
 + 
 +A tab **Settings** is divided into a few sub-sections desribed below. 
 + 
 +==== General settings ====
  
-  * **Opr ICAO** - an operator code which needs to be recognize by Eurocontrol in order to get flight times imported to Leon. +  * **Operator name** - it will appear on Handling Requests sheetnext to Flight No& Aircraft.
-  * **MyHandling GUID** - This id is required if you want to integrate Leon with MyHandling software. If you are an existing customer of Leon Softwareplease contact MyHandling support (contact@myhandling.com) in order to obtain this identifierFor more information check a section [[leon:handling-requests|Handling Requests]]. +
-  * **HR available** - this checkbox must be ticked to enable sending out HR emails.+
   * **Test settings** - if marked, HR will be sent to user's email address instead of handling agent.   * **Test settings** - if marked, HR will be sent to user's email address instead of handling agent.
   * **Approval date** - if the approval date of handlers/fbo expires in less than 14 days, Leon will send an email to the inserted email address.   * **Approval date** - if the approval date of handlers/fbo expires in less than 14 days, Leon will send an email to the inserted email address.
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 <box>We strongly recommend making a thorough familiarisation with 'Handling' module by using **'Test mode'** to avoid mistakes or confusion.</box> <box>We strongly recommend making a thorough familiarisation with 'Handling' module by using **'Test mode'** to avoid mistakes or confusion.</box>
  
-===== Matching flights =====+==== Matching flights ====
  
-Including options by default when matching flights in HR Sheet when sending an email to a handing agent.+Including options by default when matching flights in HR Sheet when sending an email to a handling agent.
  
-===== HR status changes =====+==== Callsign ==== 
 + 
 +[{{ :leon:settings:handling-requests:HR_example.png?240|Example of callsign use}}] 
 +This configuration allows you to choose one of three options:  
 + 
 +  - **Flight number** - in a Handling Request the original flight number is used, as specified for the particular flight. It is the default setting.  
 +  - **Operator IATA** - if the flight number begins with the ICAO designator, it is replaced by IATA code in the Handling Request message. 
 +  - **Operator ICAO** - if the flight number begins with the IATA code, it is replaced by ICAO designator in the Handling Request message.  
 + 
 +An example of the Handling Request with "Operator IATA" set in the Handling Request configuration presented in the screenshot on the right-hand side. ICAO designator "YYY" is replaced by IATA code "T7"
 + 
 +Both codes must be defined in the operator's General Settings. 
 + 
 +{{:leon:settings:handling-requests:Callsign setting.png?nolink|}} 
 +==== HR status changes ====
  
 [{{ :leon:settings:hr status changes.jpg?200|Handling requests status changes}}] [{{ :leon:settings:hr status changes.jpg?200|Handling requests status changes}}]
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-===== HR emails - default definitions =====+==== HR emails - default definitions ====
  
  
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 **Handling Request\\26-06-2013\\M-LEON\\EGSS\\(ver 1)** **Handling Request\\26-06-2013\\M-LEON\\EGSS\\(ver 1)**
  
-**Default email contents**+==== Default email contents ====
  
-Default email contents are particulary important because they include the default email contents for new, amended, and canceled handling requests as well as default GAR content, requested items, HOTAC details, Billing info and Footer. +Default email contents are particularly important because they include the default email contents for new, amended, and cancelled handling requests as well as default GAR content, requested items, HOTAC details, Billing info and Footer. 
-What all these fields contain is only email text messages - **NOT** handling requests/GARs themselfs - as documents are attached separately as PDFs files. You can add in these particular fields your default phone/fax number, email address, etc... See below examples of default email contents.+What all these fields contain is only email text messages - **NOT** handling requests/GARs themselves - as documents are attached separately as PDFs files. You can add in these particular fields your default phone/fax number, email address, etc... See below examples of default email contents.
  
 ^  Default HR email content  ^ ^  Default HR email content  ^
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 Regards,                                         Regards,                                        
-^  Default cancelation request email content  ^+^  Default cancellation request email content  ^
 Dear Ops, Dear Ops,
  
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 Transport to/from HOTAC Transport to/from HOTAC
-^          Billing Info           ^ +
-Please forward all invoices to: address, VAT No., Company Reg.+
 ^  Footer  ^ ^  Footer  ^
 Please provide us with an estimated cost and email your confirmation to @email or fax @fax . Please provide us with an estimated cost and email your confirmation to @email or fax @fax .
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 ---- ----
 +==== Attach documents by default ====
 +
 +Here you can select the documents that should be attached to the Handling request by default.
 +
 +The documents listed are the documents with 'Handling Request Manifest' and ' General Declaration' types.
 +
 +Once the documents are selected, they will be automatically ticked in the HR email, as per the below screenshot:
 +
 +{{:leon:settings:handling-requests:attach_default_hr_dcuments2.png?nolink|}}
 +
 +----
 +
 +===== Sending rules =====
 +
 +
 +
 +In this section you can define whether Leon should disable sending HR emails for the entire fleet to a particular airport/airports. Or should Leon enable sending HR emails for just one tail, to a particular airport/airports.
 +
 +By clicking a link **Add rule** you can select the aircraft registration, an airport, whether HR emails should be sent or not and the order.
 +
 +[{{ :leon:handling-requests:sending rules.jpg?200|Defining Handling Requests email sending for the fleet}}]
 +{{:leon:handling-requests:sending rules pop up screen.jpg|}}
 +
 +If for a particular airport there should not be sent any HR emails at all, leave aircraft field as 'Select' - Leon will show **Any** in the column 'Registration'. In such case, when adding a new flight to the airport where it is defined that no HR email should be sent, in a tab 'Checklist' Leon will show handling's status as 'Not Applicable' and will not select any handler. Also, when hovering the mouse over the 'Note' icon, Leon will show an information:"Handling is not required on selected airport for current aircraft". You can, of course, still select a handling agent manually and send HR email, if necessary.
 +
 +{{:leon:handling-requests:sending rules note.jpg|}}
 +
 +The **order** defines which setting is more important if it comes to defining the rule for the same airport. 
 +
 +For example, no HR emails should be sent to EGGW, apart from the aircraft A-BCDE - the order for A-BCDE should be higher then for 'Any' rule, so that sending HR emails for this tail is enabled. It is not possible to add the same order to 2 different rules. If you try to do so, Leon will change the order of previously added rule (either increase it or decrease it, depending on numbers of rules and order-number you add).
 +
 +----------
 +
 +===== Requested items =====
 +
 +[{{ :leon:settings:HR items per aircraft.png?150|Default requested items per aircraft}}]
 +
 +In the settings you can also define the **Requested items** which will then show in the Handling Request email by default.
 +
 +It is also possible to assign the Handling Request **default requested items to a specific aircraft**.
 +
 +Any changes made to the list of requested items will only apply to the newly added flights and not the existing flights.
 +
 +The items per aircraft will overwrite the operator default requested items in Handling Request email.
 +---------
 +===== Billing Info =====
 +
 +[{{ :leon:settings:handling-requests:billing-info.png?200|'Billing info' tab view}}]
 +
 +This section is divided into two sections:
  
-===== GAR Emails ===== +  * **Default** information inserted here will be displayed by default in the 'Billing info' section in the 'Handling request' email.
-[{{ :leon:handling-requests:GAR Settings.png?200|GAR Template settings}}]+
  
-Here you can insert a default 'Cc' email address as well as a default email content.+  * **Billing info specified per aircraft** - information from this section will be displayed in Handling Requests as Billing Address and it will overwrite information from the 'Default' section. It is useful if you want to use the information that is different from the default for the rest of your fleet (i.e. owner'address)
  
-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. 
  
 +-------------------------
  
-More information regarding GAR functionality in Leon can be found under [[leon:checklist|here]]. 
  
  
leon/settings-handling-requests.1512743342.txt.gz · Last modified: 2017/12/08 14:29 by rafal