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