This article will detail:
How to create training programs and training items
How to connect the training items to the training programs
Adding crew members to the programs
Input training dates and upload training documents for the crew members.
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CREATE TRAINING PROGRAMS
Training programs can be created as aircraft-specific and/or non-aircraft specific.
Non-aircraft Specific Program
Go to Crew > Training Programs from the main navigation
Click Create
Name the program. For example, the General Pilot Training program.
Do not select a pilot position unless the training items for this program are crew position (PIC/SIC) specific
Be sure to check the Trip Compliance check box. That provides the results of the crew currency checks in the Trip Feasibility > Crew section.
Click "Create"
Click the name of the program to add all training items and personnel applicable to the General Pilot Training program. Examples include Basic Indoctrination, Non-specific 135.293, Drug Test, etc.
Aircraft Specific Program
Go to Crew > Training Programs > Create
- Name the program. For example, Citation X Training (PIC) program.
- Unlike the non-aircraft specific program, now you will want to select a crew position within the program.
- Be sure to check the Trip Compliance check box. That provides the results of the crew currency checks in the Trip Feasibility > Crew section
- Next, associate the aircraft type with the program type rating
- Add all training items pertaining to the Aircraft Type Rating for the specific PIC training program, by clicking the "Add New" button. For example, 135.299, 135.297, 135.293(a)2-3,(b).
CREATING TRAINING ITEMS
- Description
- Airports
- Aircraft
- Avionics
- Accounts
- Crew Position
- Regulatory Type
- Frequency: Set how often the training items needs to be completed with units of Day, Month, or Year
- Next Due On: Based off the frequency, when does the training item need to be completed by with selections for Month Start, Month End of Exact Date
- Apply Base Month: Apply the month when this item should be completed
- Grace Eligible: Does this item allow for pre/post grace completion
- Pre Grace: Pre Grace window, with units of Day, Month, or Year for each
- Post Grace: Post Grace window, with units of Day, Month, or Year for each
ASSIGNING CREW MEMBERS
Once the Program is created you will then add applicable personnel by toggling to the "Personnel" tab and selecting crew members from the drop-down. Once added they will appear in alphabetical order based on their first name.
ADDING TRAINING DATES AND DOCUMENTS
Once all programs are created, training items are created and crew members are added, you will begin to enter the last completed dates and upload training documentation. There are three locations to enter dates and training documents. Once inputted in one area, it applies to all.
Training Program
Within the training program on the personnel tab, click edit next to the personnel name.
Next, input the last completed date and the next due will auto-calculate. Base month is calculated based on Next Due. If grace eligible is set up on the item, dates will auto-populate.
Click the docs icon to upload a training document from your machine.
Personnel Profile
Access the personnel profile through My Company > Personnel >Training tab.
Click the blue edit button
Crew Records > Training Items
From the main navigation proceed to Crew Records > Training Items.
All personnel member's training items are listed here.
Helpful Hints: Each aircraft profile contains a Directly Assigned Aircraft section. Direct assigning can replace program association (in the case of 91 personnel that compliance does not need to be tracked) or it can be an additional crew record management option. When direct assignments are created and a position is designated, the personnel is an option to crew on the aircraft in the selected position. For example, Amanda Kramer is directly assigned to tail # N604TC as a PIC, she is available as a PIC and SIC for the N604TC The added benefit of direct assigning is crew currency information (if setup) is provided in the Quote Feasibility > Crew section for the sales team.