.. _training-tasks: ================ Training Tasks ================ Overview ======== What is a Training Tasks ------------------------- Training tasks are used to represent the various different training and checking sessions which are completed by the *Training and Checking Organisation*. Training tasks include all simulator and aircraft T&C operations, and also cover selected ground training operations. Examples of the types of training tasks managed by the *Training Portal* are: - Simulator *Type Rating* training - Aircraft line checks (both pilots and cabin attendants) - Simulator recurrent (cyclic) checks - Recurrent ground training courses, such as: - Dangerous goods awareness training - Crew Resource Management (CRM) training - Aircrew security training - Emergency procedures (20.11) training - Selected T&C staff tranining flights. Other types of training tasks may also be managed by this module. Please see the :ref:`system-admin` section for detailed instructions on how to add, edit, or remove a particular *type* of training task. Working with Training Tasks --------------------------- Training Tasks are created, updated, and completed using a particular sequence of steps. This workflow is: #. A Training Task is *created* #. The Training Task is *scheduled* for a particular date/trainer #. The Training Task is *completed* by the trainer - If required, a *Training Record* will be created when the task is completed (see the :ref:`training-records` section for details). #. After a Training Task has been completed, a *new* task is created to replace it if the task is a *recurrent* T&C task. This workflow is shown in the following figure: .. figure:: training-tasks-workflow.png Training Task Workflow Training Task Index ------------------- .. index:: double: Training Tasks; Index The usual way of interacting with *Training Tasks* is through the *Training Task Index*. This index can be accessed from the various entries in the menu for the site. Alternatively, the *Training Task Index* can be accessed directly from the following URL: http://training.airnorth.com.au/tasks/index/ Pagination ^^^^^^^^^^ The *Training Task Index* is paginated to show *50 tasks* at a time. This is done to avoid long loading times for the site if a lot of tasks had to be loaded simultaneously. Filtering ^^^^^^^^^ The *Training Task Index* can be filted to show only tasks meeting certain criteria. To filter the tasks, click on the desired criteria or property in the *Filter* box which is normally located on the right-hand side of the page. Training tasks can be filtered by the following properties: - Task name - Task component (i.e. recurrent or intake) - Aircraft type (fleet) - Training resource (i.e. sim, aircraft, or briefing) - Result (*Satisfactory*, *Unsatisfactory*, or *Incomplete*) - Candidate group (e.g. *pilots* or *cabin_attendants*) - Whether or not the task is a *qualification* - Whether the task is *active* or *inactive* In order to remove a particular filter, click on the **All** item for that particular filter. .. figure:: training-tasks-filter.png Training task filter box and *'All'* entry .. index:: double: Training Tasks; Search Searching ^^^^^^^^^ You can also search training tasks to find tasks matching particular properties or words. To search the training tasks, simply type the desired word or phrase in the *Search* box on the top left-hand side of the page. .. figure:: training-tasks-search.png Training task search box The system will then search for these words in a number of properties of the *Training Tasks*, and will then show only training tasks that match this search. The properties of *Training Tasks* that are included in these searches are: - The candidate's full name - The candidate's ARN .. note:: The search and filter functions work in conjunction with each other. For example, if the filter is set to "Line Check" and the candidate's last name of "Manning" is entered in the search box, then the system will show all line checks associated with "Manning" as the candidate. .. _training-task-add: Creating a New Task =================== Who can Create a Task --------------------- Training Tasks can be created by Users who are in the ``admins``, or ``ftm`` groups. .. note:: To edit or change the groups a User belongs to, see the :ref:`users` section of this documentation. How to Create a Task -------------------- To create a Training Task: #. Open the **Add Task** form by either: - Clicking on the **Add Task** entry in the *Training Tasks* menu, or - Going to the *Training Task Index* and clicking on the **Add Task** button at the top-right of the screen. #. Fill out the details for the task in the *Add Task* form and then click submit. .. figure:: training-tasks-add.png Add Task Form Editing a Task ============== Who Can Edit a Task ------------------- Training Tasks can be edited or changed by Users who are in the ``admin`` or ``ftm`` groups. .. note:: To edit or change the groups a User belongs to, see the :ref:`users` section of this documentation. How to Edit a Task ------------------ To edit a Training Task: #. Open the *Training Task Index* page and locate the task to be edited or changed #. Hover over the ``>>`` in the far right column, then click on the **Edit Task** item in the menu that appears to open the *Edit Task* form #. Edit or change the details in the *Edit Task* form and then click submit. After editing the task you will be redirected to the index or page you were last viewing. .. figure:: training-tasks-edit.png Edit Task Form .. _scheduling-a-task: Scheduling a Task ================= .. index:: double: Training Tasks; Schedule Who Can Schedule a Task ----------------------- Training Tasks can be scheduled by any User who can edit or change a task; that is, any User who is a member of either the ``ftm`` or ``admins`` groups. How to Schedule a Task ---------------------- Training Tasks can be scheduled *either* through the *Training Task Index* or through the *Task Scheduling Calendar*. Scheduling Tasks Through the Training Task Index ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ To schedule a task through the *Training task Index*: #. Open the *Training Task Index* page and locate the task to be edited or changed #. Hover over the ``>>`` in the far-right column, then click on the **Schedule Task** item in the menu that appears to open the *Schedule Task* form #. Edit or change the details in the *Schedule Task* form and then click *Submit*. You will be redirected back to the *Training Task Index* page after the task has been edited. .. figure:: training-tasks-schedule.png Schedule Task Form Scheduling Tasks Through the Task Scheduling Calendar ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ The *Task Scheduling Calendar* provides an alternative way to view and scheduled planned training tasks. To schedule a task through the *Task Scheduling Calendar*: #. Open the *Training Tasks* menu and click on the *Task Scheduling Calendar* item. #. Select the type of task/s to be scheduled, as well as what resources to include, and how many months ahead to search for due tasks #. Click submit to show a list of the tasks which: - Have already been scheduled; these will appear on the calendar, and - Have *not* yet been scheduled; these will appear in tables below the calendar. #. To schedule a task from this screen, click on the name/initials of the candidate to open the *Schedule Task* form. #. Edit or change the details in the *Schedule Task* form and then clikc *Submit*. You will be redirected back to the *Task Scheduling Calendar* after the task has been edited. .. figure:: training-task-scheduling-calendar.png Training Task Scheduling Calendar What Else Happense When a Task is Scheduled ------------------------------------------- When a task is scheduled, it also sends an *email alert* to a number of people informing them that the task has been scheduled. These alerts are sent to: - The candidate - The trainer The notification that is sent includes: - The scheduled date - The due date - The assigned trainer - Any comments or remarks saved in the *Remarks* field The email alert gets sent at 1800 CST every day. An update is also sent to both the trainer and the candidate when any one of the details outlined above changes. .. note:: These alerts are *not* sent if: - The task is both scheduled and completed on the *same day* - The task is marked as *Inactive* (``is_active == False``) (This is done to avoid nuisance warnings being sent when the task is already completed and/or the candidate is no longer working for the Company.) An example email notification to a candidate is shown below.:: Hi, You have been scheduled to complete a training task as follows: Task: Cyclic 01 Trainer: Noel Habib Scheduled Date: 16 Jul 2016 Due Date: 30 Jun 2016 If you have any questions or concerns about this task, then please contact the Flight Training Manager, Rod Manning, at rod.manning@airnorth.com.au. Note: ------------------------------------------------------------------------------ This message provides advice only: final confirmation of T&C tasks is ONLY made when the roster is published.' ------------------------------------------------------------------------------ -- Regards, Training Portal (Database Admin: Rod Manning ) Example training roster notifications which are sent to T&C staff are shown below. Note that these notifications also include all of the comments which have been recorded for a task, and that details which have been changed are marked with an '\*':: Hi, Your list of scheduled training tasks is shown below. Any changes to previously notified tasks are marked with an asterix ('*'): ---------------------------------------------------------------------------- *14 Sep 2016 Cyclic 02 E120 Candidates: Rian McGill, Bruce Moncrieff Remarks: BLM: No buffer period available. ---------------------------------------------------------------------------- 15 Sep 2016 Cyclic 02 E120 Candidates: Susha Semenikow, Joel Prouten ---------------------------------------------------------------------------- *24 Sep 2016 Cyclic 02 E120 Candidates: Michael Herd, Paul Feliszek ---------------------------------------------------------------------------- -- Regards, Training Portal (Database Admin: Rod Manning ) Completing a Task ================= .. index:: double: Training Tasks; Complete Who Can Complete a Task ----------------------- Training Tasks can normally only be completed by the *trainer who is assigned to complete the task*. However, members of the ``sysadmin`` and ``ftm`` groups can also complete tasks. This has been done to allow the *Flight Training Manager* to mark tasks as complete if a hard-copy record is completed instead of an online one. How to Complete a Task ---------------------- To complete a task from the *Training Tasks* menu: #. Open the *Training Tasks* index and locate the task to be completed. #. Hover over the `>>` in the far right column, then click on the **Schedule Task** item in the menu that appears. .. figure:: training-tasks-complete.png Complete Task Action on Training Task Index Alternatively, tasks can be completed from *Home* (*Welcome*) screen by clicking on the **Complete** link in the table of *Scheduled Tasks*. .. figure:: training-tasks-complete-welcome.png Complete Task Link on Welcome Screen .. note:: In both cases, the link to *Complete* the task will only be displayed if you are appropriately authorised to complete the task. Completing Tasks with Sequences ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ If a task has *sequences* associated with it then a *Training Record* form will be opened when the task is completed. See the :ref:`training-records` section of this users guide for details on how to complete a *Training Record*. .. note:: Tasks with sequences associated with them are usually tasks that are conducted in the simulator or actual aircraft; for example: - Line checks - Cyclic sessions - Type rating training Ground training tasks (e.g. CRM, 20.11/EP, aircrew security) *never* have sequences associated with them Completing Tasks Without Sequences ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Training tasks *without* any sequences associated with them will open the *Complete Task* form when the **Complete** link is clicked. To complete such tasks: #. Select the date the task was completed #. Select whether the task was completed to a *Satisfactory* or *Unsatisfactory* standard #. Click *Submit* .. figure:: training-tasks-complete-task.png Complete task form What Else Happens When a Task is Completed ------------------------------------------ When a training task is completed, the *Training Portal* completes a number of additional administrative functions to help Training Department managers and supervisors keep track of things. Create Recurrent Task ^^^^^^^^^^^^^^^^^^^^^ If the task has a recurrency period associated with it, the *Training Portal* automatically creates a *new* task to replace the task that has just been completed. The *Training Potal* also automatically calculates the correct due date for the new task based on: - Whether the original task was completed before or after the *due date* - Whether the task was completed to a *Satisfactory* or *Unsatisfactory* standard - The rules governing how the task repeats (e.g. intervals, buffer periods, etc.) .. note:: See the :ref:`system-admin` section for details on how to view and modify the repeat details for individual types of training tasks. Task Completion Notification ^^^^^^^^^^^^^^^^^^^^^^^^^^^^ .. index:: double: Training Tasks; Notification For selected tasks, the *Training Portal* will send an email to nominated managers and supervisors to notify them that the task has been completed. This notification email is sent to the ``FlightTrainAdmin@airnorth.com.au`` address, and an example task completion notification email is shown below:: Hi, The following training task has been completed: Candidate: Rod Manning Task: Cyclic 02 Completed Date: 17 Oct 2016 -------------------------------------------- Result: Satisfactory New Expiry Date: 31 Oct 2017 A copy of the training record for this task can be viewed at the following URL: http://training.airnorth.com.au/training_records/view/1421/ Pilot Recency Details: Flight Time: 4.0 hrs IF Hours: 1.5 hrs Night Hours: 3.5 hrs Night Takeoffs: 2 Night Landings: 2 Approaches: ILS, RNAV, Vis. Approach, LVTO -- Regards, Training Portal (Database Admin: Rod Manning ) .. _`training-task-remove`: Removing a Task =============== .. index:: double: Training Tasks; Remove Who Can Remove a Task --------------------- Training Tasks can be removed by any User who can edit or change a task; that is, any User who is a member of either the ``admin`` or ``ftm`` groups. What Happens When a Task is Removed ----------------------------------- When a task is *'removed'* it's **not** actually from the database; instead, the task is marked as *Inactive* and is simply not displayed in the usual index of *Training Tasks*. Also, other actions, such as Task Schedule Notifications, and display on various PDF reports (etc.) are turned off whenever a task is removed/inactive. .. note:: Tasks *cannot* be deleted by a normal user. If a task **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 Task -------------------- To remove a task from the system: #. Open the *Training Task* index page and locate the task to be removed. #. Hover over the `>>` in the far right column, then click on the **Remove** item in the menu that appears. .. figure:: generic-remove.png Remove object from index .. _`training-task-activate`: How to Activate a Task ---------------------- To activate a task that has previously been removed: #. Open the *Training Task* index page and locate the task to be activated .. note:: Ensure that the ``Is Active`` filter in the filter box is set to either **All** or **False** so that tasks that have been removed are visible. #. Hover over the `>>` in the far right column, then click on the **Activate** item in the menu that appears. The task will now be activated, and will appear in the normal list of active tasks for that User. .. figure:: generic-activate.png Activate object in index