Create and manage Documents & Equipment

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

   3. To modify the details, click 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)

 Screenshots

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

 Screenshot

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 1.1)

   4. Select the month and year (Screenshot 1.2)

   5. Enter the details under General Information (Screenshot 1.3)

   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 2)

   2. Select the date range that should be included in the report (Screenshot 3.1)

   3. Click the Generate Monthly Report button (Screenshot 3.2)

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

   5. Review the recipients and click Send (Screenshot 3.3)

 Screenshots

Create an Aircraft Management Contract

1. Navigate to Contracts and click New

2. Enter the basic details:

   1. The contract name would typically be the Account Name + the Client’s A/C Reg, e.g. Test Co FF-FWB (Screenshot 1.1)

   2. The main contact is the contact from the client side who is responsible for managing the contract (Screenshot 1.2)

   3. If the client has a MyExecuJet User Account, it can be specified under this field. To request a MyExecuJet User for a specific aircraft, please send a Chatter message to FlightWare Support

3. If required, enter charter information:

   1. 'Commission %' refers to the agreed charter commission rate with the owner. This is calculated based on the total amount of a won charter trip (Screenshot 1.3)

   2. 'Referred Charter Commission' refers to the agreed charter commission rate agreed with the owner for clients that they refer to ExecuJet (Screenshot 1.4)

   3. 'Transaction %' refers to the agreed commission rate agreed with the owner for any services related to this aircraft (Screenshot 1.5)

4. Scroll down to enter signature information:

   1. Customer Signed By: the contact who signed the contract at the client company (Screenshot 2.1)

   2. Company Signed By: the Internal staff member who signed the contract (Screenshot 2.2)

   3. Activated By: the internal staff member who activated the contract (Screenshot 2.3)

5. Click Save

6. Navigate to the aircraft, click Edit, and start typing the name of the contract in the Contract field and select the contract from the list (Screenshot 3)

7. Click Save

 Screenshots