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leon:users [2022/01/20 09:01]
rafal [OTHER] 		leon:users [2023/11/20 12:34] (current)
marek [DOCUMENTS]
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-[{{ :leon:user-profile:user_profile_4.png?200|Section 'Users' Users in Leon - the full list of crew members and other departments members}}]+[{{ :leon:user-profile:users_main_view.png?200|Section 'Users' Users in Leon - the full list of crew members and other departments members}}]
  
 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 'Search' allows quick finding of a particular user by either his name, surname or a code. A field 'Search' allows quick finding of a particular user by either his name, surname or a code.
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 <box>**Leon does not monitor expiry date of endorsements for the freelancers - no warnings will appear in OPS panel, when assigning freelancer to new flights.**</box> <box>**Leon does not monitor expiry date of endorsements for the freelancers - no warnings will appear in OPS panel, when assigning freelancer to new flights.**</box>
 +
 +----------------------
 ===== Adding Users ===== ===== Adding Users =====
  
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 In the 'PERSON' section you can fill in mandatory fields such as Name, Surname, Code, Sex & Login.  In the 'PERSON' section you can 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. 'Email' is especially useful because all the notifications are sent to this email.+Optional fields are Middle name, DoB, Phone, Email, Labels, Company, Homebase, User Base start and end dates of employment. 'Email' is especially useful because all the notifications are sent to this email.
  
 Additionally, there is an option to assign **default Salutation** which will be applied to Sales Documents and Email templates (salutation item in the available data), where **@F** will apply the First name and **@L** will apply the Last name Additionally, there is an option to assign **default Salutation** which will be applied to Sales Documents and Email templates (salutation item in the available data), where **@F** will apply the First name and **@L** will apply the Last name
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 ------------- -------------
 ==== DOCUMENTS ==== ==== DOCUMENTS ====
-[{{ :leon:user-profile:user_documents_tab.png?200|'DOCUMENTS' tab}}]+[{{ :leon:user-profile:user_documents_tab.png?300|'DOCUMENTS' tab}}]
 The **DOCUMENTS** tab is divided into 4 subsections: The **DOCUMENTS** tab is divided into 4 subsections:
  
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 {{:leon:user-profile:crew_travel_document.png?nolink|}} {{:leon:user-profile:crew_travel_document.png?nolink|}}
 +
 +=== 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.
 +
 +{{:leon:user-profile:user_vaccinations_subsection.png?nolink|}}
 +
 +In order to add new vaccination details simply click on the {{:leon:user-profile:new_vacc_button.png?nolink|}} button and record the details of the new vaccination in the additional line.
 +
 +Once the vaccination details are added, they can also be previewed in the OPS > CREW tab section. Clicking on the {{:leon:user-profile:paperclip_icon.png?nolink|}} icon will display the uploaded certificate:
 +
 +{{:leon:user-profile:ops_vaccinations.png?nolink|}}
 +
 +Clicking on the file will open the uploaded file in a new tab in the browser.
  
 --------------- ---------------
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 ==== OTHER ==== ==== OTHER ====
-[{{ :leon:user-profile:freelance_eapis.png?200|Tab 'OTHER'}}]+ 
 +[{{ :leon:user-profile:useredit_other.png?200|Tab 'OTHER'}}]
 This is a tab that contains the following options: This is a tab that contains the following options:
  
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   * **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, Passport details including Visas, 'Licence' - type endorsements   * **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, Passport details including Visas, 'Licence' - type endorsements
 +  * **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, according to the settings in [[leon:crew-planning-tab-in-general-settings|Crew Planning tab in General Settings]]
 +  * **Planner note** - the note added here will show up in the crew member's tooltip in [[leon:crew-panel|Crew Timeline]] and [[leon:crew-calendar|Crew Calendar]]
 +  * ** Duty Accounts** - in this field you can assign duty account to a crew member. It is used for [[leon:duty-trading|Duty Trading functionality]]
 +  * **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 "edit" privileges
   * **Temporary assignment** - section that allows defining Freelancers' contracts. More information on this feature in the [[leon:crew-calendar|CREW CALENDAR]] section, 'Freelancers contracts' subsection   * **Temporary assignment** - section that allows defining Freelancers' contracts. More information on this feature in the [[leon:crew-calendar|CREW CALENDAR]] section, 'Freelancers contracts' subsection
  
 -------------------- --------------------
 ==== EXPERIENCE ==== ==== EXPERIENCE ====
 +[{{ :leon:user-profile:user_experience_tab_u.png?300|'EXPERIENCE' tab}}]
  
-**Experience** is a tab where you can insert the experience before joining the company or record the flights performed outside the company.+**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 {{:leon:user-profile:new_experience_user_button.png?nolink|}} button. This will add a new line to the list where the details of past experience/flight performed outside of the company can be added.
  
 +Extra columns with the approaches types can be added to the table by selecting the relevant ones from the dropdown list:
  
 +{{:leon:user-profile:add_approaches_column.png?nolink}}
 +
 +**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 ==== ==== ADMIN ====
  
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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' tab > 'Signature' subsection. 
 +
 +The signature scan/photo needs to be uploaded in .png format and named __signature__, i.e. signature.png
 +
 +{{:leon:user-profile:signature_in_profile.png?nolink|}}
 +[{{ :leon:user-profile:signature_-_email_templates.png?250|Signature tag used in 'Email templates'}}]
 +[{{ :leon:user-profile:signature_-_doc_manager.png?250|Signature tab used in 'Documents Manager'}}]
 +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 />**
 +    * **{% signature %}**
 +
 +Both examples are presented in the screens on the right-hand side.
 +
 +--------------
 ==== Two-Factor Authentication ==== ==== Two-Factor Authentication ====
 <box tutorial>[[videos:account-configuration:2-factor-authentication|Video Tutorial]]</box> <box tutorial>[[videos:account-configuration:2-factor-authentication|Video Tutorial]]</box>
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   * **Add/remove information** - updating personal details, contact details, passport details, endorsements, generating new passwords, etc   * **Add/remove information** - updating personal details, contact details, passport details, endorsements, generating new passwords, etc
   * **Can log into Leon/Active** - Account restriction section. At any time you can delete user's account permanently (if a person is not your employee anymore) or block it temporarily. Unticked "Active" checkbox restrickts a user from logging in but one will not be permanently deleted from Leon's database, to avoid historical data disappearing from the system. Users with "Can log into Leon" status will not be able to log in, however, he will be still present in the system (crew planning or reports).   * **Can log into Leon/Active** - Account restriction section. At any time you can delete user's account permanently (if a person is not your employee anymore) or block it temporarily. Unticked "Active" checkbox restrickts a user from logging in but one will not be permanently deleted from Leon's database, to avoid historical data disappearing from the system. Users with "Can log into Leon" status will not be able to log in, however, he will be still present in the system (crew planning or reports).
-  * **Active** - Phonebook data section. This checkbox will allow you to delete User from the [[leon:phonebook|Phonebook]]. "Can log into Leon/Active" and "Active" are connected in a way that whenever you want to delete a person from the Phonebook, Leon will ask you (pop-up) if this person's access to the system should be disabled and vice versa.+  * **Active** - Phonebook data section. This checkbox will allow you to delete User from the [[leon:new-phonebook|PHONEBOOK]]. "Can log into Leon/Active" and "Active" are connected in a way that whenever you want to delete a person from the Phonebook, Leon will ask you (pop-up) if this person's access to the system should be disabled and vice versa.
   * **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:general-setup|General Settings]] section.   * **Flying experience table** - this is to record Pilots previous experience on a specific type of an aircraft. This can be activated from [[leon:general-setup|General Settings]] section.
   * **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:privileges|Priviliges]] - Manual tab will be displayed in this section+  * **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 'Generate new password' and click 'Update'. After a while you will receive an email with a new password.   * **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 'Generate new password' and click 'Update'. After a while you will receive an email with a new password.
  
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 ==== OML ==== ==== OML ====
  
-An Operational Multi-pilot Limitation allows to mark a pilot who does not fully meet the requirements for a Class 1 medical certificate and has been referred to the licensing authority. The Pilot is assessed whether the medical certificate may be issued with an OML ‘valid only as or with qualified co-pilot’. The OML for Class 1 medical certificates may only be imposed and removed by the licensing authority.+An Operational Multi-pilot Limitation allows marking a pilot who does not fully meet the requirements for a Class 1 medical certificate and has been referred to the licensing authority. The Pilot is assessed whether the medical certificate may be issued with an OML ‘valid only as or with qualified co-pilot’. The OML for Class 1 medical certificates may only be imposed and removed by the licensing authority.
  
-When you tick this checkbox, Leon will allow this Pilot to operate an aircraft in multi-pilot operations only, if the fellowing conditions are met:+When you tick this checkbox, Leon will allow this Pilot to operate an aircraft in multi-pilot operations only, if the following conditions are met:
   * 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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 </html> </html>
   * <html>   * <html>
-<span style="color:red;font-size:100%;">Crew member (PAP) William Papa exceeds age limit of 60, or</span>+<span style="color:red;font-size:100%;">Crew member (PAP) William Papa has attained age limit of 60, or</span>
 </html> </html>
   * <html>   * <html>
leon/users.1642669316.txt.gz · Last modified: 2022/01/20 09:01 by rafal

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