.. _instruments: ====================== Instruments Register ====================== Overview ======== Purpose of the CASA Instrument Module ------------------------------------- The *CASA Instrument* module is designed to maintain a register of all CASA instruments, approvals and delegations which have been issued to T&C staff members and the AOC itself. This module keeps track of the expiry date of each instrument and approval, and sends emails to T&C staff and management when an approval needs to be renewed. CASA Instruments ================ .. _`authorisation`: Who Can Add or Edit an Instrument --------------------------------- A *CASA Instrument* can be added, edited and viewed by Users who are members of either the ``ftm``, ``admins``, or ``training_coordinators`` groups. All of these Users are also allowed to remove or activate a *CASA Instrument* as this is considered to be the same as *editing* an instrument. What is the Difference Between an Approval and a Delgation ---------------------------------------------------------- An *Approval* is an instrument issued by a CASA office that authorises a person to perform a specific function or task. In contrast, a *Delegation* is a legal document issued by the *Director of Safety* (i.e. the head of the CASA) that **delegates** certain powers of CASA to a person. In practical effect, an *Approval* is issued for routine tasks and functions (e.g. appointing someone as a *Check Captain*), whilst a *Delegation* is issued for a very specific and unique task (e.g. delegating the power to issue a licence or rating). How are Approvals Renewed ------------------------- Approvals are **not renewed**. Instead, they are *cancelled or removed* and replaced by a **new** approval. For this reason, when an approval expires: #. It should be **removed** as described in the :ref:`remove-casa-instrument` section. #. The *replacement* instrument should be added as described in the :ref:`add-casa-instrument` section. by opening the *Instrument Index* page, locating the instrument How are Delegations Renewed --------------------------- In contrast to CASA approvals, a delegation is renewed by having it's expiry date amended by another piece of legislation known as an *Omnibus* instrument. An *Omnibus* is simply a piece of legislation that amends a large number of delegations at the same time. In practice, this means that once a delegation is issued, the *original delegation will remain current* because it's expiry date is continually being pushed back and extended by *Omnibusses*. .. _add-casa-instrument: Adding a CASA Instrument ======================== Who Can Add a CASA Instrument ----------------------------- CASA Instruments can be added by any User who is authorised to *add* an instrument (see the :ref:`authorisation` section for details). How to Add an Instrument ------------------------ To add a *CASA Instrument*, either: - Select the **Add Instrument** item in the *Instruments* menu, or - Open the *Instrument Index* and click on the **Add Instrument** button at the top-right of the page. This will open the *Add Instrument* form. Complete the form with the applicable details and then click on *Submit* to add the instrument. .. _remove-casa-instrument: Removing a CASA Instrument ========================== What Happens When a CASA Instrument is Removed ---------------------------------------------- When an instrument is *'removed'*, it's **not** actually from the database; instead, the instrument is marked as *Inactive* and is simply not displayed in the usual index of *CASA Instruments*. Other actions, such email notifications, are also turned off whenever a *CASA Instrument* is removed/inactive. .. note:: CASA Instruments *cannot* be deleted by a normal user. If an instrument **absolutely** *has to be deleted* then this can be done by a ``sysadmin`` user through the admin control panel. One a task has been **deleted** in this way then it **cannot be recovered** (which is why only the ``sysadmin`` user is allowed to delete the task!). See the :ref:`system-admin` for further details. How to Remove a CASA Instrument ------------------------------- To remove a *CASA Instrument*: #. Open the *Instrument Index* page and locate the *CASA Instrument* to be removed #. Click on the **Remove** link displayed in the far-right column of the index table. After an *CASA Instrument* has been removed it is removed from the *Instrument Index* so long as the ``is_active == true`` filter is selected. How to Activate a CASA Instrument --------------------------------- To activate a *CASA Instrument* that has previously been removed: #. Open the *Instrument Index* page and locate the task to be acitvated .. note:: Ensure that the ``Is Active`` filter in the filter box is set to either **All** or **False** so that *CASA Instruments* that have been removed are visible. #. Click on the **Activate** link displayed in the far-right column of the index table. The *CASA Instrument* will now be activated, and will appear in the normal list of active *CASA Instruments* diisplayed on the *Instrument Index* page. Email Notifications =================== Overview of Email Notifications ------------------------------- The webserver that hosts the *Training Portal* has been setup to run a program every day to check the status of the CASA Instrument Register and send out email alerts when the status of a CASA Instrument changes. Email alerts are sent *once per task* when the status of the task changes. If, for some reason, an alert is not sent immediately when the status of an instrument changes (e.g. if the server is down), that alert will be sent immediately after the problem has been resolved. What Email Notifications are Sent --------------------------------- Email notifications are sent when a CASA Instrument's status changes IAW the following statuses: - **Approaching Due:** Sent *90 days* before expiry. - **Due Soon:** Sent *30 days* before expiry - **Expired:** Sent *when the instrument expires* Who Receives Email Notifications -------------------------------- Email alerts for CASA instruments are sent to all Users who have the ``Receives Email Alerts`` property selected as *True* (checked) in their user profile. .. figure:: user-profile-email-alerts.png *Receives Email Alerts* property set to **True**