With this update, users can now include the Trip/Quote start and end dates as a default on the email subject template line. These new additions are located in My Company>Global Settings>General>Email Defaults>Custom Subject drop-down and are titled the following:

When selected the date range will pull into the Subject line when an email is sent from Avianis.

Applicable Report Types

A new user role has been added called Personnel Administrator to allow for the creation and editing of users. When a user has this role applied, they have access to My Company > Personnel > Create from the main navigation. This will then allow them to create new personnel members for the organization and to also edit any and all values including user role assignments.

A new user role has been added called TSA Administrator to specifically allow access to the TSA Watchlist area of the application. When a user has this role applied, they have access to the Operations > TSA Watchlist tab and they are able to utilize the full feature set within this tab. If the user only has this role assigned to their login they will receive an access denied message if they attempt to navigate to other tabs within the Operations page.

This update removed the Recent/Following widget on the Dashboard page to allow more space for the Dashboards Tabs. The Dashboard tabs have been updated to expand the full width of the page resolving some issues with column names in My Schedule. In addition to removing the Recent/Following widget, the following updates have been made to the button in the Avianis header:

In My Company>Global Settings>General>Email Defaults a new Custom Subject dynamic option has been added to the drop-down list. This new option displays as "Dates (Local)" within the drop-down and queues off the trip or quote to automatically pull in the applicable dates into the email’s Subject line. The date format is determined by the Date Format selection in the personnel profile of the logged-in user. If the event end date is the same as the event start date across all legs then the email subject line adjusts to show only the start date without a dash.

The Report Type is what determines where the Start/End Dates (Local) are pulled from. The Dates (Local) uses the Quote Itinerary if the Report Type is:

The Dates (Local) uses the Trip Itinerary if the Report Type is:

The Dates (Local) used in the return no value if the Report Type is:

Several updates have been made to the Email form and tracking functionality. First, the email template was standardized to make it easier for the user to understand/use. Second, the tracking feature has been improved.

The email form modal was updated to use the current Tracked - No form for all emails. The form that displayed when the email form was toggled to Tracked - Yes has been removed altogether. The Tracked Yes/No remains on the form and controls whether emails are tracking actions, such as bounces, delivered, and opened. A new field has also been added to this form called "Reply To" which provides a location under the "From" field for the user to enter in an email the customer’s response should reply back to. This form still auto populates based on the default email templates that are enabled for that report type.

Additionally, the requirement to populate an email in the "To" recipient box has been removed provided there is an email entered in the "Other Recipients" field. The user can click on Other to display the "Other Recipients" field. If no email is entered in the "To" or "Other Recipients" fields an error occurs stating “Recipients are required”. This update applies to the following record types:

If Tracked is toggled to Yes, then it tracks the emails that are sent to each recipient and are tracked individually in the Email Tracking located in the Feasibility and Tools section of the quote/trip. Previously, if Tracked was toggled to Yes, separate emails were required to be sent to track each individual recipient sent documents. This has been updated to track all recipients without having to send separate emails. Email tracking will be displayed in the Feasibility & Tools widget under Tools>Email Tracking.

If Tracked No is selected, it does not show the tracking status of these emails in the Feasibility and Tools section of the quote/trips.

An additional option is available to enable for client portal users, it's the Advanced Scheduling functionality. When enabled, the Advanced Scheduling setting allows a user to change the aircraft on a scheduled trip, cancel a scheduled trip and view the proposed duty time. The Advanced Scheduling role will default to No when this feature becomes available in production.

With the Advanced Scheduling setting set to Yes, the portal user has the option to change the aircraft on an active trip. The trip stage must be less than the stage specified in the Trip Stage Limit selection in the Portal Global Settings. Once the stage setting is met then the Change Aircraft option is hidden. The button is also hidden when the trip is locked.

After the aircraft are set and Save Changes is clicked the flight time will automatically calculate based on the new aircraft selection(s). The change aircraft details are available in the main Avianis trip activity feed. Other important checks and balances intact are a leg cannot be changed to another aircraft if it's logged or cancelled.

Additionally, a column for proposed duty time will display in the trip in the client portal. The calculation is not specific to any crew member, and includes the main Avianis account's pre and post duty configurations.

An option to cancel a trip also displays.

The trip stage must be less than the stage specified in the Trip Stage Limit selection in the Portal Global Settings. Once the stage setting is met then the Cancel Trip option is hidden but still displays. This is the same for when the trip is locked. The option to input a reason why the trip is being cancelled is also available, but not required. If the user clicks No, the modal closes and no changes occur. If the user clicks Yes, the following occurs:

Related Articles:

General

Understanding User Roles

Global Settings: General

Client Portal Setup and Creating Users

We have removed the step where a user must confirm the changes, and made overall performance improvements to the Schedule Board loading to decrease load time.

When dragging a flight from one aircraft to another (Managed, Fleet, or Vendor), it no longer displays a pop-up window to decide whether the change should apply to all legs on the trip or just that individual leg. It will simply move that leg alone and not require a confirmation step. When moving a flight backward or forward in time on the same aircraft, it will still show the confirmation window as it did before, just not when the aircraft is changed to a new tail number.

Additionally, various performance improvements to the load time of the various resource areas (Aircraft, Fleet, Vendors, and Crew).

The Event Categories are a user control value set that is more specific to the operation. This update allows users the option to set and display colors for events based on their category, not type. This only applies to the Schedule Board, not the Scheduling calendar view.

To set the customized colors go to My Company > Global Settings > General > Duty/Event Categories > [create/edit a category]

Launch the Duty/Event Category by clicking Create New or Edit on an existing category. In the template, a new option appears labeled Show Event Colors with a toggle allowing the user to choose "By Type" or "Custom".

If Show Event Colors is toggled to "By Type", then the events on the Schedule Board will default to use the assigned colors set up in My Company > Profile > Schedule Board (tab) > Event Type Colors.

If "Show Event Colors" is toggled to "Custom", then the events on the Schedule Board will default to use the assigned colors set up in the Duty/Event Category template and NOT the ones set on the event type in My Company>Profile>Schedule Board tab>Event Type Colors, regardless of what event type is applied. This toggle will populate two additional fields below it allowing the user to select two colors; one for the background and another for the text color.

Given an account has custom colors assigned to an event category, then the background color appears in the Schedule Board color legend. These will be listed alphabetically by the category name, below the event type colors, and above the flight colors.

This update is another bridge from the Scheduling calendar views into the Schedule Board. It splits events/flights that span across multiple days into two or more objects (or Schedule Items), where there is one object per day. This applies to all schedule items (objects): flights, events, discrepancies, job cards, etc.

This update only applies to the Fixed view setting located in Schedule Board>Filters>Templates tab>Show Event Length By and it is recommended to toggle the MIN/HR/DAY option in the Schedule Board header to DAY. If any other Show Event Length By option is selected, then the events/flights will NOT be split across multiple days and will still appear as a continuous object for the duration.

Once the settings have updated to the Fixed view and a single flight/event spans multiple days then there are arrow icons shown in the bottom left and/or right corners. The arrows point to the previous, or following, day where the event/flight continues and there is another object. For example, if an event occurs 8/23-8/25, then there are three objects. The object on 8/23 has an arrow pointing to the right, and the object on 8/24 has arrows both left and right, and the 8/25 object arrow points left only.

Though the separate objects on each day are the same event/flight, they are considered separately in the stacking/ordering of objects on a day. It may likely be the case that the objects on separate days do not align vertically from day-to-day (are not on the same row). Objects still stack chronologically by start/departure and then by schedule object type.

Note:

The following update applies to the Schedule Board, such as flight legs and personnel events, when the Show Event Length By settings is toggled to the Fixed view, only. All scheduled events will resize to be the height of the max lines of any given template. This is regardless of whether a scheduled event of that type is displayed on the timeline or not. If the template for that object has less than the max number of lines in its template, then extra space/blank lines will display below to meet the line requirement.

Change Aircraft Context Menu

On the Schedule Board, when the user right-clicks on a flight leg the context menu will now display an option to Change Aircraft.

When selected a pop-up will appear displaying all legs for that trip with dropdowns available for the user to Change All Legs or to change the aircraft on each leg of the trip. This pop-up is the same as the pop-up the user sees when they click Multiple next to aircraft on the trip page.

When the Change Aircraft pop-up is launched from the Schedule Board, the leg the user used to initiate the aircraft change will be highlighted in blue. Additionally, when the pop-up window is launched from either the Schedule Board or the trip record it will now auto check the ‘Recalculate Flight Time where the Aircraft has changed’ checkbox. When Save Changes is clicked from the pop-up, the board will refresh leaving the user on the same view but will move the legs to the new aircraft selected by the user.

In the event, a trip is locked, or if the leg is partially logged or logged, then the Change Aircraft option in the context menu will be disabled. If the trip has legs that have been logged and not logged then the Change Aircraft will still be able to be selected on the legs that are not logged but the pop-up window will disable the drop down for the legs that have been partially logged or logged.

This update offers the ability to include Event Templates for the Schedule Board to display the Start and End Date/Time in local time in addition to the already present UTC time.

In the Schedule Board Filters, under the Template tab, there is now an option of “Start Date/Time (Local)” and “End Date/Time (Local)” available as a field within the drop-down to add to the Personnel Events template. This new option appears in alphabetical order on the list of options.

When the “Start Date/Time (Local)” and “End Date/Time (Local)” is entered and saved on the template and then an event is saved in the Local or Homebase time zone selection, the value that displays for the date/time is exactly as it is entered/saved on the Event itself and in the date format of the user's preference on the personnel profile, the 24hr clock, and "L".

When the “Start Date/Time (Local)” and “End Date/Time (Local)” is entered and saved on the template and then an event is saved in the Zulu time zone selection, the value that displays is the date/time saved on the Event converted to the Homebase TZ of the viewing user and in the date format of the user's preference on the personnel profile, the 24hr clock, and "L".

Easily access and view details of aircraft discrepancies by clicking on the aircraft container in the Schedule Board and Scheduling > Aircraft. This modal has been updated to offer three tabs, Profile, Contracts, and Discrepancies.

One additional update in this modal is the Go To Aircraft button that shows at the bottom of the modal has been removed and replaced with an icon link (a square with an arrow pointing out) to the right of the aircraft/home base. By clicking the button a new tab opens to the aircraft record. If the roles of the user do not allow access then the button does not respond.

On the Schedule Board, a new 'Jump to' field has been added to each view, i.e. Fleets, Aircraft, Vendor, and Crew. This provides the ability to quickly locate a specific resource without the need to scroll or filter/hide any non-matching information.

The 'Jump To' list is populated based on the resources currently displayed in that timeline section. The list will be ordered in alphanumeric order regardless of how the aircraft has been ordered in the user's Filters. The user can select from the drop-down or type in the resource that needs to be located. Once the resource has been selected the timeline view will “Jump To” that resource and will display it at the top of the selected timeline view.

Additionally, if the “Search For” field has been applied, then the “Jump To” drop-down list will update accordingly to only display the resources that are still displayed from the search results.

This new update allows the user a faster, easier way to create repositioning flights on an Aircraft or Vendor schedule line from the Schedule Board.

When the Schedule Board filters are set to Display event length by Duration, located in Filters>Templates tab, a reposition can be created directly from the Schedule Board by right-clicking in either the Aircraft or Vendor timeline on a white space between flights. White space is blank/unscheduled space and is a date/time on the schedule line that does not have a flight or maintenance event scheduled for the entire, true schedule of the aircraft. This is regardless of any filters where flight or maintenance events are not shown.

When the user right-clicks on the Aircraft or Vendor timeline view, the context menu displays a new option that will appear in the list called “Create Reposition”. When Create Reposition is clicked the Create Reposition modal will be launched.

If there is a flight or maintenance event that is filtered from view and so appears as a blank space on the Schedule Board, when the user right-clicks on the date/time where that event would be they will still see the Create Reposition in the context menu. If they select Create Reposition in this scenario, an error message appears stating "Error Occurred: A scheduled item is at this time, please select a space between schedule items to create a reposition" and the Create Reposition modal is NOT launched.

If there is a blank space between flights/maintenance events and the arrival of the previous event and the departure of the next event are already matching the same airport, when the user right-clicks and selects Create Reposition from the context menu an error message will appear stating "Error Occurred: The previous arrival and next departure airports are a match, please select space between mismatched airports to create a reposition" and the Create Reposition modal is NOT launched.

When the Create Reposition modal is launched several fields will have data that auto-populates based on where the modal is launched from and the data available in the previous/next events.

Four new dynamic options are now available in the Flight Leg templates for the Schedule Board:

When selected, these options display the departure/arrival times without a date and can be set in My Company>Profile>Schedule Board tab>Default Event Templates>Flight Leg or by each user in Schedule Board>Filters>Templates tab>Flight Leg. When selected the time displays in a 24-hour format (ex 13:00) on the object within the timeline view. The times are not defined as Local or Zulu within the object. If the user needs to define the time as Local or Zulu, then free text must be entered into the Flight Leg template.

This update provides the ability to customize the colors for each leg status for flight leg events on the Schedule Board. Under My Company > Profile > Schedule Board > Event Type Colors tab, a new section has been added below the existing Personnel Events area called Flight Leg Status. The Flight Leg Status table provides three columns for Name, Text Color, and Background Color. Each Leg Status is listed under the Name column, and the existing colors that were hardcoded in the backend for each leg status remain as the default selection within the settings.

Once the leg status colors have been customized, the flight cards on the Schedule Board, along with the legend in the upper right-hand corner, will update based on the custom colors set on that leg status.

Notes:

This update provides the ability to view events based on the number of lines that have been entered in the Schedule Board's Templates. This update only applies to the Text and Duration views (not Fixed view).

Optimized multiple queries related to the Schedule Board to improve load times throughout.

When the user is on the Schedule Board, the Quick Filter Control previously defaulted to display "Filters", and the user would be required to make a selection from the drop-down. This has been updated so the quick filter dropdown auto-populates with the top timeline that is shown in the user’s currently selected main view filter. This displays in the order of Fleet>Aircraft>Vendor>Crew if all timeline views have been enabled in Filters.

Note:

Schedule Board: Filters

Schedule Board: Event Color-coding

Schedule Board: Event Display Templates

Schedule Board: Guide to General Views

Schedule Board: Personalizing Event Display Settings (User)

Schedule Board: Accessing and Viewing

We have added an additional field on a trip that allows users to add additional trip contacts for the accounts on the trip (this is in addition to the Primary Contact which will still only allow a single selection). If the Primary Contact has also been added to the Trip Contact(s) field then they will be marked with an asterisk.

When on the Pax tab within a trip, on the leg summaries (expanded or collapsed), the displayed name will include: First + Middle + Last + Suffix + "Nickname". When the user opens the Account Contact list / Find Contact search, the displayed name fields will include: Last, First + Middle + Suffix + "Nickname".

Users can now search Account Contacts and Find Contacts search by entering 2 letters only, then all possible results/matches will display below. Previously, 3 letters were required to initiate the search. Users may also search by Suffix or Nickname.

The following updates apply to the airport search map that can be accessed from the Airports > Airport Search page along with the map popup from the Trip/Quote create page and trip leg.

A default regulatory set selection has been added to the account record. This allows for auto-selection when trip records are created for accounts with a default set.

The default regulatory set defaults to empty until a user sets the default. To set a default regulatory set, click on empty. All active regulatory sets are in alphabetical order in the list. These come from Crew Records > Regulatory Sets. To remove the set selection, set N/A.

When a quote is created:

When a trip is created:

The terminology has been updated in the Operations>Settings tab>Configuration and in Operations>Settings tab>Trip/Leg Status settings for Crew Acknowledgement. To align the terminology for crew acknowledgments throughout the application the following areas have been updated:

An update has been implemented to allow the user to move the modal when a new Quote/Trip is created from the Schedule Board and Scheduling calendar. When the create Quote/Trip modal is launched from within the Schedule Board or Scheduling calendars the user is able to click on the header area and drag the modal around the page. This will allow the user to see details from the schedule without having to close the popup modal in the event details from the schedule are needed to be referenced.

This feature provides the ability to assign multiple contacts to flights on a trip at once.

When a user has more than one contact to add to the trip, they are able to click in any of the top-level pax add field(s) (Account Contact, Find Contact, and Select Personnel fields) and make multiple selections. The user can use Ctrl+click to keep the drop-down open and add multiple contacts from within the drop-down at one time, or they can click each individual name and add them one by one which will close the drop-down between each addition.

Additionally, multiple contacts/personnel can be added across all three pax add fields simultaneously. Once a contact/personnel has been selected to add to the trip the checkboxes to assign to each leg will appear. These checkboxes have been updated to display All Legs and each individual leg side by side. The default will auto-check All Legs. The user is then able to uncheck All Legs to remove all selections, or they can click on the specific legs to remove the passengers from (this action will also uncheck the All Legs box). At any time, the user can check All Legs again to recheck all legs within the trip.

If a flight leg is designated as Empty then the system will automatically uncheck the boxes for all applicable legs, and those checkboxes will be disabled, even when All Legs is checked.

To improve the load time for the FuelerLinx integration within a trip an update has been implemented to cache the referral token every 24 hours. This will prevent the integration from fetching the referral token each time the Fuelerlinx iFrame is loaded.

Updates have been made to the FuelerLinx SOAP API to remove the passing in of a start date and end date. Additionally, the Avianis FlightSchedule SOAP endpoint for the FuelerLinx SOAP service has been updated with an additional parameter of trip number so a trip number can be passed in by FuelerLinx and pull back all flight legs in that trip. This will ensure all legs for that trip pullback regardless of the other parameters that are being passed in.

The Instructions widget in the trip record has been updated to display more information without having to open the edit screen. The widget will now display the LEG NUMBER: ROUTE DESCRIPTION if the instruction has been tied to a leg. If the instruction is not tied to a leg then only the description will display. The description is still hyperlinked allowing the user to click on it to make additional edits if needed.

When instructions have been created on a trip, and those instructions have been tied to a flight leg, the expanded widget now displays the instructions in descending numeric order. If the instructions have not been tied to a flight leg, the Instructions widget displays the instruction without a leg association at the top of the list in the order in which they were entered by the user.

The Expand/Collapse all button has been updated to a button that now displays +/-. This change applies to the following tabs on the Trip page:

The control notations for expand/collapse on the trip pages for each individual leg have also been updated. This has been updated to display ‘-’ instead of ‘x’ when the legs are expanded. This applies to the following tabs on the Trip page:

Designate lead passenger(s), primary contact, and trip contact(s) in a trip

Add Passengers to Manifest

Airport Directory Basics

Fuelerlinx Basics

A new feature is available from any page with the exception of Scheduling > Aircraft/Crew. The Trip Calculator button allows a user to quickly launch and calculate the essential information when planning a potential quote and/or trip such as flight time, duty time, nautical mile, and what time one must depart to arrive by a specific time and in reverse. A Managed, Vendor or Fleet aircraft is required.

The user can move the modal around the page by clicking and dragging anywhere on the modal. The modal functions are similar to the create quote/trip page with the exception of allowing the user to save the data that is inputted into the calculator, which has been removed from this view.

A new field on the Create Quote/Trip modal has been added. This new field is labeled Contract and allows the user to select the contract that needs to be applied to the quote directly from the quote create screen. This field only displays when the form is toggled to Quote Only or Quote & Trip. If the form is toggled to Trip, this field will be hidden as it doesn’t apply.

Upon launching the modal the Contract field will be disabled until an aircraft has been assigned. Once the aircraft has been selected the Contract field will display the default contract for the selected aircraft. The drop down will include any other contracts that are active on the aircraft profile. Once an Account is assigned the Contract field will update to include the active contracts on the account profile in addition to the aircraft contracts.

When the user clicks Create the quote is created and the selected contract is applied to the newly created quote instead of the default from the aircraft's profile. The Contract field within the quote remains enabled in the event a the contract needs to be updated.

An update has been made to the Quote detail page that allows the user to Override the quote Total by using a button group next to the total price that says Override with a Yes/No toggle as the button options. This toggle will automatically default to no.

Override>No

If the override is toggled to No then the Quote Total will be calculated based on the itinerary and line items entered in the Additional Charges table. If the override is toggled back to No after overriding the original price, then it would go back to showing the system calculated total only and not the overridden total. The field would also revert back to a field that is unable to be edited.

Override>Yes

If the user clicks on Yes, the quote will update the UI to show the total price as a hyperlinked field that can be clicked on to edit. Next to the editable Total field, the calculated total that the system generated will display in parentheses. The system generated price will remain unchanged regardless of what the quote Total is overridden to by the user. The updated quote total will display the overridden price in the following areas:

Additionally, when a quote total is overridden/changed, the FET field in the quote table will be calculated based on the difference between the overridden total and the calculated total multiplied by the tax rate that is being set on the quote contract if the quote type on the quote is set to Retail.

Profit Analysis Updates

When the Override is set to Yes on the total, a new line will be added to the profit analysis below the Discount row called Override Difference. This field is one cell that spans both the Cost and Profit columns just like the discount does and the difference between the calculated total and the override total displayed. The Total with Discount Profit line will also subtract the Override Difference and display the new total in the Profit column. The Cost column will remain unchanged.

Invoice Updates

If a quote total price is overridden and the user goes to add that quote to an invoice, in the list of items from the quote to add to the invoice, a new line will display with the following information:

Notes:

Quote

Quote: Profit Analysis

When an APU component is added to an aircraft profile, there is a new selection called Log Time with two options: Totals and Time Used.

If set to Totals, then the calculation will work as it does currently by taking the highest number entered on any flight log for that APU. If the setting is Time Used, it will work like the Engines where it will add the hours/cycles entries from the logs (plus any baseline hours/cycles entered on the APU record itself) to get the total. The default for new components will be Totals and all existing APU components are going to be set to Totals when the feature goes live to maintain current functionality. Once an APU is set up and this setting is selected, the user cannot change it.

If an active APU is set up on the aircraft, in the flight log, the labels will show either Totals or Time Used. The Total APU Hours/Cycles for an aircraft will be calculated based on the Log Time setting for the active APU.

This update applies to the crew members' Medical’s tab within their profile. This can be found by proceeding to My Company > Personnel > selecting the user > Crew Info tab > Medical.

Multiple Active Toggle

When the user is adding in a new medical to the crew members profile a toggle is now present that allows the user to either keep all currently active Medicals in their active status or to deactivate all previously active ones. The default for this setting is NO.

Active Medical Column

When accessing the crew members' Personnel Profile and the Crew Info tab is visible there is now a new column named Active within the Medicals section to show the entries status.

When a user is in Crew Records > Programs > click into the program > Personnel tab, the list of personnel names within the program is now alphabetized by the last name, then first name, then middle initial (if provided). The names display as First, Middle initial, Last name which matches the name format in the drop-down box used to add personnel to the training program.

The name format in the drop-down box was changed from First Last to First + Middle Initial (if provided) + Last. The "reorder" arrow has been removed from the column, names will only display in alpha order by the last name > the first name > middle initial, they cannot be reordered in the table.

An update has occurred in the personnel event-specific section to the start and end date selections. After an event is created and the event contains an increment (example: 1 day, 4 days, 8 days, etc.) if the start date is changed, then the end date updates based on the originally calculated increment. If the end date is edited, there is no change to the start date.

Example

If/when the End Date is changed, there is no impact on the Start Date, meaning if the user would like to adjust the increment of days they only need to change the End Date and the duration will be updated.

New columns have been added to the Flight Leg Search page including the Aircraft Category Column and Document Number Column. These options have also been added to the list of Filter options allowing the user to filter the results for either Aircraft Category and/or Document Number by:

Improved user experience has been implemented on the Maintenance > Job Card Search page. Clicking the edit button now opens a new tab with the job card details within. Quickly manage the applicable information, x the tab, and return to the original Job Card Search page. This also applies to users that have access to Aircraft Profiles > Maintenance > Job cards.

In the Quote, Account, Contact, and Expense Search pages, when the user clicks search, if the number of results returned is greater than 100, it shows a gray bar at the top of the search page which covers up the export buttons and the quick search. It shows the number of records loaded and the total number of records coming back based on the filter. The number of records loaded increases to 2000 records each time until it gets to the total number. Once all of the records are loaded, the gray bar goes away and it shows the total number loaded along with the export and quick search functionality.

Since all of the records are now loaded on the page, we no longer have the paging element at the bottom right corner of the page and the selection to determine how many results to load per page. If the user loads more than 200 records and they scroll down the results, once they have gotten to the 200th record, it continues to load the next 200. The quick search does work across all results, but for performance reasons, there is “lazy loading” on the scroll.

Trip and Flight Leg Search

Search Functions