Quick Start Guide: Account Setup
Add company information, personnel and aircraft
Enable personnel profile restrictions
Setup aircraft profile settings
Create accounts, contacts/leads and vendors
COMPANY INFORMATION
The company profile lays out the basic information about the organization such as contact numbers, hours of operations, certificate number and more. When utilizing the default quote and trip documents, some of these fields will dynamically pull in if entered (address, phone, email and website). Additionally, a company logo can be uploaded into the profile page which will also pull into documents generated from Avianis.
Access and edit the company information go to Company > Company Profile from the main navigation.
Then input all of the relevant information pertaining to the organization.
To upload a logo, click on "Choose File" at the top of the page, select the company logo picture file and click "Upload".
Important company documents (DO-85, Insurance, etc.) can also be added within the Company Profile by dragging and dropping the files into the "Files" section on the right side of the page.
ADD PERSONNEL
In order for business users and crew members to access Avianis they must be setup within the account. Once created, the users will setup their own passwords and login.
To create new users proceed to Users > User Search from the main navigation and click "Create".
Next, select whether this is a business or a flight crew user.
Click "Next".
Input the email/username. Once the email address is added it will look across all Avianis accounts. If the email/username already exists, it will auto fill the First Name, Middle Name (if applicable), and Last name. Home Base is required to be entered.
If they do not exist, it will show the confirm email address field to the right of that email field and then the rest of the form will need to be manually entered in.The link in the welcome email to setup their password will only be valid for 30 minutes. If they have not setup their password within this period of time, they can go to login.avianis.com, enter their email and click the Forgot Password link.
PERSONNEL PROFILE RESTRICTIONS
Once the user is created, clicking "Save" will redirect to the full personnel profile. From there appropriate access roles, restrictions and filters are assigned under the User Access section on the right hand.
ADD AIRCRAFT
Aircrafts are required in order to begin generating quotes or trips on managed fleet. For off fleet tail numbers, those profiles are built as Vendor Aircraft. For more information on Vendor tail numbers please reference, Vendor aircraft are added in an alternate area.
Access the managed aircraft by proceeding to Aircraft & Vendors > Aircraft Search > Create.
In the pop-up add in the aircraft tail number and select the desired aircraft type from the three options: Standard, From Aircraft or Create New.
Standard Type Profile - While serving as the preferred method the Standard Type profile will auto-populate many of the fields on the Aircraft page with values most common for the make/model of aircraft selected as the template. All values are editable within the profile once created.
From Aircraft - This option copies the following information from an already created tail number within the organizations managed fleet. Those values are: Aircraft Type, Homebase, Fuel Type, Regulatory, Trip/Flight Log Preferences, seating information, cruise speed and altitude, Operating Weights, Min Runway Length, Fuel Stop Threshold and Burn, and Flight Time Configuration. All values are editable within the profile once created.
Create New: This will create an aircraft page as a blank slate where all information will need to be entered manually. This option is utilized if the aircraft type cannot be found within the Standard Type Profiles provided or cannot be copied from an existing managed tail number profile.
AIRCRAFT PROFILE EDITS
Trip / Flight Log Preferences - Additional Trip/Flight Log Preferences can be enabled from within Operations > Configurations tab
Requires SIC - An additional check is run on trips for this aircraft to ensure at least one SIC is assigned to each leg on the trip. If an SIC is not assigned, a critical flag will be shown in the trip feasibility.
Requires Flight Attendant - once the framework is complete, when selected, an additional check is run on trips for this aircraft to ensure a Flight Attendant is assigned to each leg on the trip. If a Flight Attendant is not assigned, a critical flag will be shown in the trip feasibility.
- There is no current functionality for this data point as the framework is still being developed. This is for internal reference only.
Additional Crew - No functionality is driven from this designation and it simply for internal reference.
Single Pilot - No functionality is driven from this designation and it simply for internal reference.
Cargo - An additional field is displayed in the Weight and Balance tab of the flight log when enabled to capture Cargo Weight.
Medical - No functionality is driven from this designation and it simply for internal reference.
Passenger - No functionality is driven from this designation and it simply for internal reference.
Managed - Determines if the tail number is available in certain areas of the application, such as, reports, maintenance records and operations.
Flight Log Settings - Additional Flight Log Preferences can be enabled from within Operations > Logging tab
Use Tach Meter - Additional fields are displayed on the flight log for aircraft with this designation to capture Tach Start and Tach End.
- Use Rotary Log - While intended for helicopters it can be utilized on any aircraft. When enabled the OUT/IN fields are removed and the Hobbs Start/Stop fields are displayed. In addition, a T/O 2, LAND 2 and APPR 2 options are added. This would only be utilized if there were multiple take offs and/or landings done where one was Day and the other Night. Although not frequently used nor required the setting also allows for multiple approaches to be captured with different Approach Types. Two additional fields will also be displayed for Coll. Hobbs Start/Stop if relevant. Finally, an additional tab is displayed for Engine Statistics which allows the user to capture very detailed engine data for the flight leg for each engine.
- Use Hobbs Meter - Additional field are displayed on the flight log for aircraft with this designation to capture Hobbs Start and Hobbs End.
- Require Hobbs Meter - If Use Hobbs Meter of Use Rotary Log are enabled, this designation will ensure the crew members enter values for these fields before they save the log.
Enable NVG - Additional fields are displayed on the flight log for aircraft with this designation to capture Night Vision Goggle time for PIC and SIC.
Forestry - An additional tab is displayed on the flight log to capture specific details for Forestry departments.
Law Enforcement - An additional tab is displayed on the flight log to capture specific details for Law Enforcement agencies.
ADD ACCOUNTS
There are three main records in Avianis that are used to manage customers (Leads, Accounts and Contacts). Accounts are the parent record in which contacts such as passengers, executive assistants, etc. are associated with.
Access on Customers > Accounts Search from the main navigation
Click "Create" and then enter the Account name, type and select "Save & Edit" to access the full account profile.
ADD CONTACTS OR LEADS
Contacts
If already in the desired Account click on the Contacts tab and then "Create". Then enter in the contact name and email address
Next click "Save & Edit" to access the full contact profile or "Save & Close" to return to the previous page
Leads
Leads are utilized to keep track of potential customers and allow users to build their profile and generate quotes without converting them to a full account.
To create a lead, click on Customers > Lead Search > "Create". Next select whether the new entry is a Contact or a Lead.
Click "Save & Edit" to access their full profile.
ADD VENDORS
Vendor relationships such as hotels, caterers, FBOs, handlers, charter operators and more can all be tracked within Avianis similar to customers. Each vendor record can contain contact information, multiple contacts, associated aircraft (for Charter Operators), airport locations and more.
Navigate to Aircraft & Vendors > Vendor Search from the main menu.
Click "Create"
Enter the Vendor name, type and click "Save & Edit" to access the full profile.
For certain vendor types, when tied to airports, they will show up in the services area of trips for that airport (click here to learn how to add a vendor to an airport).Related Articles
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