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  1. Navigate to an aircraft, click on the Related Lists tab and scroll down to Dox & Equip (Screenshot 1.1)

  2. To create a new record:

    1. Click New (Screenshot 1.2)

    2. Select a record type - keep in mind that this will determine what details you can enter

    3. Enter the details and click Save

  3. To add attachments or edit existing documents:

    1. If the View All link is present, click on it to see all documents for the selected aircraft (Screenshot 2.1)

    2. Click on the name of a record to see its details (Screenshot 2.2)

    3. To modify the details, click on the pencil symbol to Edit

    4. To add an attachment, click on the Related List tab and scroll down to Notes & Attachments, then click Upload Files (Screenshot 3.1)

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Configure and Generate an Aircraft Activity Report

  1. Navigate to an aircraft and click the A/C Activity button (Screenshot 1)

  2. Select the date range that should be included in the report (Screenshot 2.1)

  3. Select whether the dates are displayed in local times or UTC (Screenshot 2.2)

  4. Select the minimum status for flight legs to be displayed in the report (Screenshot 2.3)

  5. Select the trip types and leg types to be displayed in the report (screenshot 2.4)

  6. Select the level of detail in the report (screenshot 2.5)

  7. Scroll down to Generate A/C Activity and click to generate the report (screenshot 3.1)

  8. If required, edit the recipients (screenshot 3.2) and click Send

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Review Aircraft Monthly Reports

  1. Navigate to the Aircraft record

  2. Select the Related tab to view the Monthly Reports related list

  3. A list of existing Monthly Report entries will be displayed (screenshot 1.1)

  4. Review the entries for the required month (click on the Monthly Report Name to view the record)

  5. To edit entries display the record (screenshot 1.2), edit the required fields and click 'Save'

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Configure and Generate a Monthly Management Report

  1. To add department information:

    1. Navigate to an aircraft, click on the Related tab and scroll down to Monthly Reports

    2. Click New Monthly Report

    3. Select the Type - this is the department that you will be updating (Screenshot 12.1)

    4. Select the month and year (Screenshot 12.2)

    5. Enter the details under General Information (Screenshot 12.3)

    6. This information will be reflected in the monthly report for the relevant month and year

  2. To generate a monthly report:

    1. Navigate to an aircraft and click the Monthly Report button (Screenshot 23)

    2. Select the date range that should be included in the report (Screenshot 34.1)

    3. Click the Generate Monthly Report button (Screenshot 34.2)

    4. Review the full report to make sure the details are correct

    5. Review the recipients and click Send (Screenshot 34.3)

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