Where to find the General Global Settings
detail each settings functionality
Global Settings: General
This article outlines all general best practices within the Global Settings for your organization.
The article will discuss:
GLOBAL SETTINGS > GENERAL
The settings can be found in My Company > Global Settings > General. The users who have access to this section are Account Admin, Operations Manager, and Chief Pilot.
SETTINGS DESCRIPTION
Address Types
Create various address types to tie to addresses within contact records. For example, an address can be added and determined to be either eAPIS, Home, or Vacation for the contact.
Avionics Types
Create specific avionics types your operation needs to track on the qualification level. For example, Garmin, FANS, Etc.
These can then be designated as the avionics type on the aircraft profile and the qualification item to fully track currency and set the application up to flag accordingly. For more information regarding tying training items to avionics types see our article here.
Certificate Types
Create a list of certificate types such as ARGUS, Wyvern, ISBAO, etc. These certificate types can be associated to vendors allowing an operation to fully manage vendor credentials.
Crew Equipment Types
Add various types of equipment types such as iPad, Uniform, Epaulets, etc. This is connected to the Employment section of the personnel profile and allows an operator to easily manage the issuing and returning of personnel items.
Email Defaults
Email defaults are the templates used when sending emails from Avianis for your company. Below are details of every field to fill out when creating or editing an email template.
Designate whether to track individual sends. If tracked is marked, the email tracking in Snapshot & Tools allows the user to track the emails.
Select the "Report Type" that the email template will refer to.
Set a default "Reply To" email address. Then when the email is sent out, if the recipient replies to the email, it will come back to this address listed here.
The "Default From" email address, which displays as the sender to any recipients of the email.
- Individual Users or 'Groups' in the To, CC, or BCC fields for emails from any record. When added, it will send to the email of each member of that Group.
Note: Requires a 'From' email be provided for the Group. Next, you have the option to add a default subject line. If you click the drop down to the left of the field you can select any of the dynamic placeholders to add them to the subject line. Note: When selecting the time/date designators within the subject they follow the below logic:
Lastly, enter the default email message.
Click "Create".
Event Containers
Event containers are a way to customize the various categories of activities crew members are assigned to for viewing on the calendar.
Once these event containers are created, they can be added to the aircraft schedule under the filters section.
Groups
Groups are used to combine all applicable users within your organization together within the same department. Once groups are created, you can select them when sending messages, assigning tasks, or emailing within Avianis and everyone in the group will be notified.
For email defaults to be sent from a group, you must include a group email in this setup.
Locations
Locations is no longer managed from Global Settings, but has moved to the Airports module: Custom Airport Locations
Note Categories
A user is able to create note categories in order to better organize the various notes that are added to records throughout the system. The selected "Related To" option in the drop-down area will designate what area the note is available in. If All Record Types are set, then the Note Category is an option for all the record types that contains Notes.
Tag Categories and Tags
A user is able to create tags as a way to sort, organize, and flag items within the system. Records such as aircraft, personnel, accounts, contacts, leads, trips, quotes, etc. are all areas where the user is able to search by tags.
For example, if a tag category is created called "Amenities" and subsequently a tag is created titled "WiFi Enabled", an aircraft can then be given the tag "WiFi Enabled". Next, you can utilize these tags when searching for aircraft to quote or schedule that have that particular amenity.
Search by a Tag
Task Types and Task Templates
For a step by step guide on how to configure tasks and task lists see Configure Task Types and Task Lists.
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