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leon:users [2021/07/02 06:42] rafal [Adding Users] |
leon:users [2023/11/20 12:34] marek [DOCUMENTS] |
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In Leon, you can manage **Users** in many ways. If you are an admin group member you can decide about user's group, endorsements or ratings. However, everything starts with adding a **new user** to the system. | In Leon, you can manage **Users** in many ways. If you are an admin group member you can decide about user's group, endorsements or ratings. However, everything starts with adding a **new user** to the system. | ||
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Go to a section Settings > Users and there is the list of all Users. The list can be filtered by: All (both active & deleted users are displayed), Active (users with access to Leon only) or Deleted (users with no access to Leon). | Go to a section Settings > Users and there is the list of all Users. The list can be filtered by: All (both active & deleted users are displayed), Active (users with access to Leon only) or Deleted (users with no access to Leon). | ||
- | You can also use order indicators placed next to: User, Code, Login, Email, Status or Last Visit Date to change the order of displaying users. | + | You can also use order indicators placed next to: Name, Surname, Code, Login, Email, Status or Last Visit Date to change the order of displaying users. |
A field ' | A field ' | ||
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< | < | ||
+ | |||
+ | ---------------------- | ||
===== Adding Users ===== | ===== Adding Users ===== | ||
[{{ : | [{{ : | ||
- | To add user simply click on {{: | + | To add a user simply click on {{: |
- | **1. General** | + | * **General** |
+ | * **Documents** | ||
+ | * **Ratings** | ||
+ | * **Other** | ||
+ | * **Experience** | ||
+ | * **Admin** | ||
- | * **PERSON** - fill in mandatory fields such as Name, Surname, Code, Sex & Login. Optional fields are Middle name, DoB, Phone, Email, Labels, Company, Homebase, start and end dates of employment. Additionally, | ||
- | * **PASSPORTS** - click {{: | ||
- | The other section where you can add a passport to a crew member is OPS, tab CREW (in the right-hand filter). Click on the crew code and open a section **PASSPORTS**, | ||
- | {{: | ||
- | | + | ==== GENERAL ==== |
+ | [{{ : | ||
+ | **General** tab contains the general user details. | ||
- | __First step__ is editing CREW profile and clicking a button {{: | + | In the ' |
- | __Second step__ is adding details, as displayed on the screenshot: | + | Optional fields are Middle name, DoB, Phone, Email, Labels, Company, Homebase, User Base start and end dates of employment. ' |
- | - **Country** - select a country that issued | + | Additionally, |
- | - **Type** - select National ID type from the dropdown selection that includes 'ID card', ' | + | |
- | - **No.** - insert National ID number | + | |
- | - **Date of Issue** | + | |
- | - **Expiry date** | + | |
- | - **ID scan** - click on ' | + | |
- | {{: | + | ------------- |
+ | ==== DOCUMENTS ==== | ||
+ | [{{ : | ||
+ | The **DOCUMENTS** tab is divided into 4 subsections: | ||
- | Once the ' | + | * **PASSPORTS** |
+ | * **VISAS** | ||
+ | * **NATIONAL | ||
+ | * **VACCINATIONS** | ||
- | {{: | + | === PASSPORTS === |
+ | Here, you can preview the list of Passports, as well as add a new passport. | ||
+ | |||
+ | Click {{: | ||
+ | |||
+ | The other section where you can add a passport to a crew member is OPS, tab CREW (in the right-hand filter). Click on the crew code and open a section **TRAVEL DOCUMENTS**, | ||
+ | |||
+ | {{: | ||
+ | |||
+ | === VISAS === | ||
+ | |||
+ | Here you can add Visas' details and assign them to a specific passport. | ||
- | * **VISAS** - here you can add Visas' details and assign them to a specific passport | ||
__First step__ is editing CREW profile and clicking a button {{: | __First step__ is editing CREW profile and clicking a button {{: | ||
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{{: | {{: | ||
- | **2. RATINGS** - a tab where you can assign ratings to a new crew member. Check [[leon: | ||
- | [{{ : | + | === NATIONAL ID === |
- | **3. OTHER** - tab which contains the following options: | + | |
+ | Here you can insert National ID details | ||
+ | |||
+ | __First step__ is editing CREW profile and clicking a button | ||
+ | |||
+ | __Second step__ is adding details, as displayed on the screenshot: | ||
+ | |||
+ | - **Country** - select a country that issued an ID | ||
+ | - **Type** - select National ID type from the dropdown selection that includes | ||
+ | - **No.** - insert National ID number | ||
+ | - **Date of Issue** | ||
+ | - **Expiry date** | ||
+ | - **ID scan** - click on the ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Once the ' | ||
+ | |||
+ | {{: | ||
+ | |||
+ | === VACCINATIONS === | ||
+ | |||
+ | Here, you can record the details of the vaccinations including, selecting the disease from the dropdown list, dates of applied doses, uploading the certificate scans and inserting the notes. | ||
+ | |||
+ | {{: | ||
+ | |||
+ | In order to add new vaccination details simply click on the {{: | ||
+ | |||
+ | Once the vaccination details are added, they can also be previewed in the OPS > CREW tab section. Clicking on the {{: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | Clicking on the file will open the uploaded file in a new tab in the browser. | ||
+ | |||
+ | --------------- | ||
+ | ==== RATINGS ==== | ||
+ | |||
+ | This is a tab where you can assign ratings to a new crew member. Check [[leon: | ||
+ | |||
+ | |||
+ | ==== OTHER ==== | ||
+ | |||
+ | [{{ : | ||
+ | This is a tab that contains the following options: | ||
* **'Do Not Fly With' | * **'Do Not Fly With' | ||
* **Freelancer** - checkbox that indicates if a User is a freelance crew | * **Freelancer** - checkbox that indicates if a User is a freelance crew | ||
+ | * **US eAPIS Master Crew List** - indicates a pilot flying to the US. The following fields are included in API: Name, Surname, Gender, Ratings, Date of Birth, Place of Birth, Nationality, | ||
+ | * **Line training in progress** - the checkbox marks the user as the crew member during line training. Crew with line training in progress can be excluded from the crew completeness calculations, | ||
+ | * **Planner note** - the note added here will show up in the crew member' | ||
+ | * ** Duty Accounts** - in this field you can assign duty account to a crew member. It is used for [[leon: | ||
+ | * **Duty Manager** - the person set in this field will be the only one able to accept or reject user's duty requests. If no one is set here, duty requests sent by the user can be accepted or rejected by any user with crew panel " | ||
* **Temporary assignment** - section that allows defining Freelancers' | * **Temporary assignment** - section that allows defining Freelancers' | ||
+ | -------------------- | ||
+ | ==== EXPERIENCE ==== | ||
+ | [{{ : | ||
- | **4. ADMIN** - a tab containing | + | **Experience** is a tab where you can insert the experience before joining the company or record the flights performed outside the company (instead of recording it on the X-COM aircraft). |
+ | |||
+ | To add a new experience simply click on the {{: | ||
+ | |||
+ | Extra columns with the approaches types can be added to the table by selecting the relevant ones from the dropdown list: | ||
+ | |||
+ | {{: | ||
+ | |||
+ | **The data will be included in the cumulative duty.** | ||
+ | |||
+ | **Dual flights** column indicates the number of training flights with the Instructor. | ||
+ | |||
+ | **PICUS flights** column indicates the number of flights as a commander under the supervision of a qualified pilot. | ||
+ | |||
+ | -------------------- | ||
+ | ==== ADMIN ==== | ||
+ | |||
+ | This tab contains | ||
{{: | {{: | ||
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--------- | --------- | ||
+ | |||
+ | ==== USER SIGNATURE ==== | ||
+ | |||
+ | User signatures can be automatically added to the documents (in Documents Manager) and emails (Email Templates). | ||
+ | |||
+ | The first step is to upload a scan/photo of the signature to the User profile - Full User Edit > 'Basic Information' | ||
+ | |||
+ | The signature scan/photo needs to be uploaded in .png format and named __signature__, | ||
+ | |||
+ | {{: | ||
+ | [{{ : | ||
+ | [{{ : | ||
+ | Once the signature is uploaded to the profile, it can be applied to the templates: | ||
+ | |||
+ | __**EMAIL TEMPLATES**__ | ||
+ | |||
+ | The template needs to be switched to HTML version. | ||
+ | |||
+ | The following tag needs to be inserted in the place where the signature of a user is to appear: | ||
+ | |||
+ | **{% signature %}** | ||
+ | |||
+ | |||
+ | __**DOCUMENTS MANAGER**__ | ||
+ | |||
+ | Either of the below tags can be used in the place where the signature of a user is to appear: | ||
+ | * **< | ||
+ | * **{% signature %}** | ||
+ | |||
+ | Both examples are presented in the screens on the right-hand side. | ||
+ | |||
+ | -------------- | ||
==== Two-Factor Authentication ==== | ==== Two-Factor Authentication ==== | ||
<box tutorial> | <box tutorial> | ||
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* **Add/ | * **Add/ | ||
* **Can log into Leon/ | * **Can log into Leon/ | ||
- | * **Active** - Phonebook data section. This checkbox will allow you to delete User from the [[leon: | + | * **Active** - Phonebook data section. This checkbox will allow you to delete User from the [[leon:new-phonebook|PHONEBOOK]]. "Can log into Leon/ |
* **OML** - Operational Multi-pilot Limitation available in Options section - functionality is further down in this section. | * **OML** - Operational Multi-pilot Limitation available in Options section - functionality is further down in this section. | ||
* **Flying experience table** - this is to record Pilots previous experience on a specific type of an aircraft. This can be activated from [[leon: | * **Flying experience table** - this is to record Pilots previous experience on a specific type of an aircraft. This can be activated from [[leon: | ||
* **Freelancer** - if this checkbox is marked, Leon does not trace any endorsements for the user (no warnings will appear in OPS panel, when assigning freelancer crew to new flights). | * **Freelancer** - if this checkbox is marked, Leon does not trace any endorsements for the user (no warnings will appear in OPS panel, when assigning freelancer crew to new flights). | ||
- | * **Manual list** - documents uploaded in [[leon: | + | * **Manual list** - documents uploaded in [[leon:new-privileges|Privileges]] - Manual tab will be displayed in this section |
* **Change password** - you can change your password at any time, or if you have forgotten it, your admin can send it to you. To change a password tick the box ' | * **Change password** - you can change your password at any time, or if you have forgotten it, your admin can send it to you. To change a password tick the box ' | ||
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==== OML ==== | ==== OML ==== | ||
- | An Operational Multi-pilot Limitation allows | + | An Operational Multi-pilot Limitation allows |
- | When you tick this checkbox, Leon will allow this Pilot to operate an aircraft in multi-pilot operations only, if the fellowing | + | When you tick this checkbox, Leon will allow this Pilot to operate an aircraft in multi-pilot operations only, if the following |
* Pilot is not flying with another Pilot with OML imposed | * Pilot is not flying with another Pilot with OML imposed | ||
- | * Pilot is not paired with a pilot older than 60 years | + | * Pilot is not paired with a pilot who has attained age of 60 years |
* Pilot is not flying in a single-pilot operations | * Pilot is not flying in a single-pilot operations | ||
If one of the conditions is not met, Leon will display a warning: | If one of the conditions is not met, Leon will display a warning: | ||
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</ | </ | ||
* < | * < | ||
- | <span style=" | + | <span style=" |
</ | </ | ||
* < | * < |