Generate and send a flight brief

1. Navigate to the Trip and click the Flight Brief (FB) button

2. To display the cost of the flight, tick the 'Add Cost to Flight Brief' box (screenshot 1-1)

3. To include or remove flight legs in the document, tick or untick each one (screenshot 1-2)

4. If there have been any changes to the trip and they need to be reflected in the flight brief, click the Refresh Brief button (screenshot 1-3)

5. Follow the procedure below to update recipients

6. Click Send (screenshot 1-4)

 Screenshots

Generate and send a crew briefing

1. Navigate to a flight leg and click the Crew Briefing (CB) button

2. Use the filters on the right hand side to select a time range (screenshot 2-1). You will be able to generate a crew briefing for flight legs within this range

3. Select the documents you want to generate for each flight leg in the range (screenshot 2-2):

   1. Tick the CB box to generate a crew briefing

   2. Select a GenDec type from the drop down to generate a general declaration

   3. Tick the CabCrw box to generate a cabin crew briefing

   4. Tick the PaxTck box to generate a passenger ticket

4. Click Generate Crew Briefing PDF or Generate Crew Briefing HTML (screenshot 2-3)

5. If there have been any changes to the flight legs and they need to be reflected in the crew briefing, click Generate Crew Briefing PDF or Generate Crew Briefing HTML again

6. Follow the procedure below to update recipients

7. Click Send (screenshot 2-4)

 Screenshots

Generate and send a proforma invoice

1. Navigate to the Trip and click the Proforma Invoice (PF) button

2. Follow the procedure below to update recipients

3. Click Send

Generate, update, and send a quote

1. Navigate to a Charter trip and click the Quote (Q) button

2. If a quote has been sent and a new flight leg is added, only this leg will be displayed in the Quote document by default (incremental quote)

3. If required, click Customize Quote (screenshot 4-1):

   1. Select what items are added to the total price by ticking the 'Add to Quote' boxes

   2. Select what items are displayed on the quote by ticking the 'Display on Quote' boxes

4. Follow the procedure below to update recipients

5. Click Send

 Screenshots

Review and update document recipients

1. Review all recipients and remove any unnecessary recipients by clicking the little cross next to their names (screenshot 5-1)

2. Add any required extra recipients:

   1. To add existing contacts:

      1. Select the type of recipient from the drop down (To, CC, or BCC) (screenshot 5-2)

      2. Start typing their name in the Add Contacts box (screenshot 5-3)

      3. Select their name from the drop down and click Add (screenshot 5-4)

   2. To add external e-mail addresses

      1. Click the Add E-mail Address button (screenshot 5-5)

      2. Type the e-mail address in the box that appears (screenshot 5-6)

      3. Select the type of recipient from the drop down (To, CC, or BCC) (screenshot 5-7)

      4. Click Add Emails (screenshot 5-8)

 Screenshots

(WIP) Sending Service Requests

1. Navigate to the Services of the Trip

2. Select the Service

3. Click on the Service name to display the Service detail page

4. Click on the Service Request button

5. The Service Request email will be displayed. The email text can be changed as required

6. The Supplier can be changed using the Change Supplier Button

7. Select the Payment Method

8. Enter the name of an additional Contact recipient in NuvolOps if required, or enter the email address of the recipient

9. Send the Request

For any concerns about this Procedure please post a Chatter to @NuvolOps Support and we will gladly assist you in any way possible.