System Admin

Overview

The System Admin section of the site allows for the modification of settings and other parts of the database. This is necessary in order to setup default objects such as competency scores, types of training tasks, and what sequences are included in particular training tasks.

Warning

Making incorrect settings or using the System Admin setting in correctly may result in either the site being unavailable or in loss of data.

As such, be careful making changes through this admin site, and please contact the System Administrator if there are any questions or if any assistance is required.

Accessing the System Admin

The System Admin pages can be accessed only by members of the sysadmin group. To access the admin site, either:

  1. Go to the admin site directly at http://training.airnorth.com.au/admin/sysadmin
  2. Click on the System Admin link in the Admin menu

Use of the Site

The user interface for the System Admin site is the same for all of the different modules that make up the site.

Authentication and Authorization

Group Management

Groups for the site are designed to be managed through a text-based settings file stored on the web server. Whilst changes to groups and permissions can be made through this module, this is not recommended.

The security and access restrictions for the site can only be assured if the groups and permissions are loaded from the permissions file stored on the server.

Warning

Changing the groups and associated permissions may compromise the security and access restrictions of the site.

User Management

Most of the necessary changes for user management can be performed through the User Management part of the site. However, the System Admin section of the site allows for the following additional actions to be performed:

  • Resetting a User’s password
  • Setting additional permissions for a User
  • Setting whether a User can login to the site
  • Setting whether a User receives email alerts and notifications

Editing a User’s Profile Through the Admin Site

To edit a User’s profile through the admin site:

  1. Login to the admin site (see Accessing the System Admin) and click on the Users module
  2. Select the User whose password is to be changed on the Select user to change page.

Resetting a User’s Password in System Admin

To reset a User’s password:

  1. Selecting the User’s profile as described in Editing a User’s Profile Through the Admin Site section
  2. Click on the link at the top of the page to reset the User’s password
  3. Enter the new password for the User in the Change Password page and click submit

Note that the User isn’t notified of this password change by the system for security reasons. As such, the System Administrator who changes the password must let the User know what their new password is.

Caution

Electronic means of communication such as (unencrypted) email and online messaging services are not secure for the purpose of communicating the new password to the User.

Communicating a new password to a User using unencrypted email (etc.) may result in the security of the site being compromised.

Warning

Passwords should not be re-used on multiple sites

Re-using a password that’s already in use for a User may result in compromising the security of both the Training Portal and any other sites the password was used on.

Setting Additional Permissions for a User

As described in the Group Management section, the permissions for a User are controlled through that User being a member of a particular Group. As mentioned in that section, making changes to a User’s permissions outside this framework may compromise the security and access of the site.

Nonetheless, it may be necessary to change an individual permission for an individual User. If so, this action can be performed by:

  1. Selecting the User’s profile as described in Editing a User’s Profile Through the Admin Site section

  2. Scrolling to the User Permissions section of the Change User page

  3. Enabling individual permissions for a User by selecting them in the left- or right-hand panel and clicking on the arrows to move the permissions.

    Permissions are activated when they’re in the Chosen box on the right-hand panel.

Note

It is normal for no permissions to be chosen for a User, as the permissions for that User are set by the Groups that the User belongs to.

Setting Whether a User can Login to the Site

The normal way to prevent a User from accessing the site is to make their account Inactive through the User Management section of the site. (See the How to Remove a User section of this users guide for details on how to make a User inactive).

However, some User profiles need to remain active, even though the User should not be able to login to the site. For example, the Engineering account may need to remain active to assigned maintenance training tasks to that account/User, however there’s not need for this account to be able to login to the site, and so the login should be disabled to reduce the chance of unauthorised access.

To set whether a User can login to the site:

  1. Select the User’s profile as described in Editing a User’s Profile Through the Admin Site section

  2. Scroll down to the Can login checkbox.

  3. If the Can Login box is ticked then the User will be able to login to the site.

    To prevent a User from logging in to the site, un-tick the checkbox and then click Save.

Setting Whether a User Receives Email Alerts

For the Email Alerts module of the site, email alerts are sent to nominated Users when a task is not scheduled, when it is due to expire, has expired, or has not been completed as scheduled. These notifications are sent to User’s where the Receives Email Alerts setting is selected.

To set whether a User receives these email alerts:

  1. Select the User’s profile as described in Editing a User’s Profile Through the Admin Site section

  2. Scroll down to the Receives email alerts checkbox at the very bottom of the page

  3. If the Receives email alerts box is ticked then the User will receive the emails sent from the site.

    To change whether a User receives these alerts, tick or un-tick the checkbox (as appropriate), and then click Save

Documents

The Documents section of the System Admin site allows for modification of the Document Types and document Categories.

Caution

Whilst the Documents themselves can be modified through the System Admin site, they are best managed through the Documents module of the site.

Modifying a Document directly through the System Admin site may result in data loss and/or a failure to follow normal system processes and logic.

Document Types

The Document Type is used to group Documents on the main document index page. Each type of document is displayed in a table on the main Document Index page.

Documents can also be filtered and searched by the document type.

Examples of document types may include:

  • Forms
  • Company Operations Manual
  • Training/Users Guides

Adding Document Types

To add a Document Type:

  1. Login to the admin site (see Accessing the System Admin) and click on the Document types module
  2. Click on the Add document type link at the top-right of the Select document type to change page.

Note

Document Types can also be added directly by clicking on the admin-add-link button on the applicable entry on the main System Admin pages.

Editing Document Types

To edit, or delete a Document Type:

  1. Login to the admin site (see Accessing the System Admin) and click on the Document types module
  2. Select the Document Type which is to be changed on the Select document type to change page.

Category

Document Categories are tags which can be further used to group and classify documents. Like with Document Types, documents can be search and filtered by category.

Unlike document types, the category a document belongs to doesn’t affect where it appears on the index page. A document’s categories are displayed in the listing for the document on the index page.

Examples of document types may include:

  • Controlled vs Uncontrolled
  • Fleet type (e.g. M23, EMB120, ERJ170)
  • Training program (e.g. recurrent, intake, type rating, etc.)

Adding a Category

To add a Category:

  1. Login to the admin site (see Accessing the System Admin) and click on the Document Category module
  2. Click on the Add category link at the top-right of the Select category to change page.

Note

A document Category can also be added directly by clicking on the admin-add-link button on the applicable entry on main System Admin pages.

Editing A Category

To edit, or delete a document Category:

  1. Login to the admin site (see Accessing the System Admin) and click on the Category module
  2. Select the document Category which is to be changed on the Select category to change page.

Email Alerts

Note

The data in this section of the System Admin site does not need to be setup or modified in order for the site to operate normally.

The Email Alerts module is used to store data about emails that are sent to candidates and trainers. Two modules available in this section of the System Admin site:

Email Alert Logs

This module stores data that’s used to send alerts to admin staff about training tasks that are about to expire, or which have expired.

This data is available for review and audit about what alerts were sent, but does not otherwise require modification or changing.

Task Notification Stack

The task notification stack contains information that’s used to send alerts to candidates and trainers about scheduled training tasks.

Again, this data is available for review purposes only, and it does not otherwise require modification or changing.

Exams

The Exams section of the admin site allows for the management of the Topics that are used to group questions in exams.

Caution

Whilst individual Exams, Questions, and Answers may be modified through the System Admin site, they are best managed through the Exams module of the site.

Modifying an Exam, Question, or Answer directly through the System Admin site may result in data loss and/or a failure to follow normal system processes and logic.

Topics

A Topic is a group or tag that a question belongs to. When an exam is created, all questions which belong to a particular topic are goruped together in the exam.

The exams are also setup such that at least one question from each topic selected is included in the exam.

Adding a Topic

To add a Topic:

  1. Login to the admin site (see Accessing the System Admin) and click on the Exam Topics module
  2. Click on the Add topic link at the top-right of the Select topic to change page.

Note

A document Topic can also be added directly by clicking on the admin-add-link button on the applicable entry on main System Admin pages.

Editing A Category

To edit, or delete an exam Topic:

  1. Login to the admin site (see Accessing the System Admin) and click on the Topics module
  2. Select the exam Topic which is to be changed on the Select category to change page.

Instrument Register

The Instrument Register section of the System Admin site allows for the management of the CASA Offices.

Caution

Whilst the CASA Instruments and Omnibuses themselves can be modified through the System Admin site, they are best managed through the Instruments Register module of the site.

Modifying a CASA Instrument or Omnibus directly through the System Admin site may result in data loss and/or a failure to follow normal system processes and logic.

CASA Offices

A CASA Office keeps track of what office has issued a particular CASA instrument or approval.

Adding a CASA Office

To add a CASA Office:

  1. Login to the admin site (see Accessing the System Admin) and click on the Exam CASA Officers module
  2. Click on the Add casa office link at the top-right of the Select casa office to change page.

Note

A CASA Office can also be added directly by clicking on the admin-add-link button on the applicable entry on main System Admin pages.

Editing A Category

To edit, or delete a CASA Office:

  1. Login to the admin site (see Accessing the System Admin) and click on the CASA Offices module
  2. Select the CASA Office which is to be changed on the Select casa office to change page.

Resources

The Resources part of the System Admin site allows for management of the following models:

Aircraft Types:

The Aircraft type is used to classify what fleet a User belongs to.

Each Aircraft Type has a Designator and a longer Description. The Designator appears on training and checking records and the various indices and reports.

Ranks:
A Rank is used to classify Users. Common ranks which are used include First Officer and Captain.
Results:
A Result is used to record the outcome of training and checking tasks.

Aircraft Types

Adding Aircraft Types

To add an Aircraft Type:

  1. Login to the admin site (see Accessing the System Admin) and click on the Aircraft types module
  2. Click on the Add aircraft type link at the top-right of the Select aircraft type to change page.

Note

Aircraft Types can also be added directly by clicking on the admin-add-link button on the applicable entry on the main System Admin pages.

Editing Document Types

To edit, or delete a Aircraft Type:

  1. Login to the admin site (see Accessing the System Admin) and click on the Aircraft types module
  2. Select the Aircraft Type which is to be changed on the Select aircraft type to change page.

Ranks

Adding a Rank

To add a Rank:

  1. Login to the admin site (see Accessing the System Admin) and click on the Rank module
  2. Click on the Add rank link at the top-right of the Select rank to change page.

Note

a Rank can also be added directly by clicking on the admin-add-link button on the applicable entry on the main System Admin pages.

Editing Document Types

To edit, or delete a Rank:

  1. Login to the admin site (see Accessing the System Admin) and click on the Rank module
  2. Select the Rank which is to be changed on the Select rank to change page.

Results

The Results model has 2 fields:

Result:

This is a positive or negative integer which is used to classify the result. Three results must be defined in order for the system logic in the Training Tasks and Training Records modules to work correctly:

  • -1: This is the default result, and indicates that the task has not yet been completed.
  • 0: This indicates that the task has been completed in full and the required standard/outcome has been achieved.
  • 1: This indicates that the task has been completed in full, but that the required standard/outcome was not achieved.

Caution

Changing the value of these numerical Result fields may cause the Training Tasks and Training Records modules to cease functioning.

Choice:

The Choice is the text which is displayed on the training records and training task when a particular result has been achieved.

The label used for the Choice field should reflect the meaning of the Result field as described above.

Adding a Result

To add a Result:

  1. Login to the admin site (see Accessing the System Admin) and click on the Results module
  2. Click on the Add result link at the top-right of the Select result to change page.

Note

A Result can also be added directly by clicking on the admin-add-link button on the applicable entry on the main System Admin pages.

Editing a Result

To edit, or delete a Aircraft Type:

  1. Login to the admin site (see Accessing the System Admin) and click on the Aircraft types module
  2. Select the Aircraft Type which is to be changed on the Select aircraft type to change page.

Sites

The Sites framework for the site is used to ensure that the database and program are matched up with the right web server and address for the site.

These settings are setup when the site is first hosted, and shouldn’t require modifications or changes unless the hosting arrangements for the site are changed.

If this is believed to be causing problems for managing the site, contact the System Administrator to have the problem investigated and addressed.

Training Packages

The Training Packages module supports the system that’s used to control and manage the training packages maintained by the T&C organisation.

In practice, only the Package Type should be managed through this interface, as the management of the Packages themselves is fully automated.

Caution

Whilst individual Training Packages may be modified through the System Admin site, they are best managed through the Exams module of the site.

Modifying an individual Package directly through the System Admin site may result in data loss and/or a failure to follow normal system processes and logic.

For details on how the Training Packages work and are managed, see the Training Packages section of this documentation.

Package Type

A Package Type is used to classify and group packages on the Training Package index page.

Package Types are allocated to particular Training Packages using the interface provided in the normal site. See the Training Packages section of this documentation for details.

Adding a Package Type

To add a Package Type:

  1. Login to the admin site (see Accessing the System Admin) and click on the Package Type module
  2. Click on the Add package type link at the top-right of the Select package type to change page.

Note

A Package Type can also be added directly by clicking on the admin-add-link button on the applicable entry on main System Admin pages.

Editing A Package Type

To edit, or delete a Package Type:

  1. Login to the admin site (see Accessing the System Admin) and click on the Category module
  2. Select the Package Type which is to be changed on the Select package type to change page.

Training Records

The Training Records component of the System Admin site allows the following models to be managed and controlled:

  • Assessment markers
  • Instrument approaches
  • Score classes

Caution

Whilst individual Training Records and Scores8 may be modified through the *System Admin site, they are best managed through the Training Records module of the site.

Modifying an individual Training Record or Score directly through the System Admin site may result in data loss and/or a failure to follow normal system processes and logic.

Changing Training Records

Security of Records

As a matter of principle, Training Records which have been entered and accepted by the Trainer should not be modified or changed. However, in cases where obvious data entry errors have occurred (e.g. no scores recorded), the record may be re-opened to be edited and corrected.

Reopening a Closed Training Record

To re-open a close training record:

  1. Open the Training Record using the procedure set out in the How are Training Records Completed section of this document.
  2. Change the Trainer Status and Candidate Status fields to Open.

After the Trainer Status field has been set to open, the trainer will be able to re-open and edit the training record from either their home screen, the Training Task Index, or the Training Record Index.

Assessment Markers

Assessment Markers are used to record areas of weakness or areas to improve in a training or checking task. They are also known as Reason Codes.

The following fields can be defined for an Assessment Marker:

Sort order:

This field determines the order in which the marker is displayed on the training and checking records.

Assessment Markers are ordered in ascending order based on this field (i.e. fields with a smaller sort order number appear first).

Marker key:
The Marker Key is the single letter abbreviation for the Assessment Marker that appears on the training and checking record.
Marker value:
The Marker Value is the text that’s displayed on the training and checking record to explain what the assessment marker means.

Adding an Assessment Marker

To add an Assessment Marker:

  1. Login to the admin site (see Accessing the System Admin) and click on the Assessment Marker module
  2. Click on the Add assessment marker link at the top-right of the Select assessment marker to change page.

Note

An Assessment Marker can also be added directly by clicking on the admin-add-link button on the applicable entry on main System Admin pages.

Editing An Assessment Marker

To edit, or delete an Assessment Marker:

  1. Login to the admin site (see Accessing the System Admin) and click on the Assessment marker module
  2. Select the Assessment Marker which is to be changed on the Select assessment marker to change page.

Instrument Approaches

The Instrument Approaches are displayed on the training and checking record to indicate what instrument approaches, or other specialist sequences, were completed during a training or checking task.

The following fields can be defined for an Instrument Approach:

Sort order:

This field determines the order in which the marker is displayed on the training and checking records.

Instrument Approaches are ordered in ascending order based on this field (i.e. fields with a smaller sort order number appear first).

Key:

The Key is the single letter abbreviation for the Instrument Approach that is recorded in the database for that particular approach type.

The Key does not appear on the training and assessment record.

Value:
The Value is the text that’s displayed on the training and checking record for the selected instrument approach.

Adding an Instrument Approach

To add an Instrument Approach:

  1. Login to the admin site (see Accessing the System Admin) and click on the Instrument Approach module
  2. Click on the Add instrument approach link at the top-right of the Select instrument approach to change page.

Note

An Instrument Approach can also be added directly by clicking on the admin-add-link button on the applicable entry on main System Admin pages.

Editing An Instrument Approach

To edit, or delete an Instrument Approach:

  1. Login to the admin site (see Accessing the System Admin) and click on the Instrument Approach module
  2. Select the Instrument Approach which is to be changed on the Select instrument approach to change page.

Score Class

A Score Class are the scores that are awarded for each sequence on a training record to indicate the level of competency achieved by the candidate. Typical examples for a Score Class include Competent, Not Competent, Not Assessed (etc.).

The following fields need to be defined for for a Score Class:

Sort Order:

This field determines the order in which the score class is displayed on the training and checking records.

Score Classes are ordered in ascending order based on this field (i.e. fields with a smaller sort order number appear first).

Score Key:
The Score Key is a short abbreviation for the Score Class that is shown at the top of each score class column on the training and checking record.
Score Value:

The Score Value is a longer description of what the Score Key means. It is shown on an explanatory section of the training and checking record, and should be brief but direct regarding the score class’s meaning.

For example, the Score Key of C may have a Score Value of Competent to explain what the C abbreviation means.

is_active:

This is a boolean (true/false) setting to determine whether or not the score is activated.

Scores that are inactive (i.e. the is_active box is not checked) are hidden/not displayed for selection when editing a training record.

Score Weight:

The Score Weight selects whether the score indicates a good or bad result.

This field is necessary because good and bad results may be called different things in different training and checking systems, even though they have a similar meaning (e.g. Not Competent may alternatively be Not Yet Competent, or Poor, Below Standard, etc.).

The setting of this field affects the validation logic used to process the form, and so errors in this field may lead to unexpected effects when training and checking record forms are submitted.

Adding a Score Class

To add a Score Class:

  1. Login to the admin site (see Accessing the System Admin) and click on the Score Classs module
  2. Click on the Add score class link at the top-right of the Select score class to change page.

Note

A Score Class can also be added directly by clicking on the admin-add-link button on the applicable entry on main System Admin pages.

Editing a Score Class

To edit, or delete a Score Class:

  1. Login to the admin site (see Accessing the System Admin) and click on the Score Classs module
  2. Select the Score Class which is to be changed on the Select score class to change page.

Training Tasks

The Training Tasks section of the System Admin site allows for the management of the following models:

  • Training task Components
  • Training task Types
  • Training Resources
  • Training Courses
  • Sequences
  • Repeat Types

Caution

Whilst individual Training Tasks may be modified through the System Admin site, they are best managed through the Training Tasks module of the site.

Modifying an individual Training Task directly through the System Admin site may result in data loss and/or a failure to follow normal system processes and logic.

Training Tasks

Warning

Training Tasks should normally only be managed and edited through the Training Tasks section of this site.

Changing a Training Task directly through the admin site may lead to a loss of data, or a failure to follow the normal business logic included in the site.

It is strongly advised that the System Administrator is contacted before making changes to a Training Task through the admin site.

In spite of the above warning, the status of a Training Task may viewed or changed if problems have occurred with the site. The following fields are available for Training Tasks:

Task Type:

The Training Task Type that defines the details of the task.

See Training Task Type section of this documentation for further details.

Candidate:
The User who is assigned to complete the task as the candidate (i.e. the student, trainee, or person being checked).
Trainer:
The User who has been assigned to complete the task.
Aircraft Type:
The Aircraft Type or fleet that the task applies to.
Due Date:

The date by which the task must be completed.

The Due Date is used to send email alerts when a task hasn’t been scheduled or completed a certain number of days prior to the due date.

Scheduled Date:
The date that a task has been rostered or scheduled to be completed.
Completed Date:
The date that a task was completed.
Result:

The result of the task.

See the Results section of this documentation for details of the choices available for this field.

Is Active:
Sets whether the Training Task is active or not. Training Tasks that are not active are not shown on the various training task indexes.
Is Remedial:

Sets whether the task is part of a remedial training program for a candidate.

Note

This value is usually set automatically by the normal site when a task is completed to an Unsatisfactory standard.

Ignore Repeat:
If this setting is checked then no new task is created when the task is completed.
Remarks:

This field includes comments or notes for a particular task.

Note that these comments are included in emails that are sent to both the candidate and the trainer.

Is Filed:
If this field is checked then it indicates that the training record for task has been filed.
Filing Date:
This field records the date the training record was filed.
Filing User:
This field records the User who filed the training record.
Is Checked:
If this field is checked then it indicates that the training record for the task has been checked by the FTM or their delegate.
Checked Date:
This field records the date that the training record was checked by the FTM or their delegate.
Checked User:
This field records the User who checked the training record (either the FTM or their delegate).

Adding a Training Task Component

Warning

It is not recommended for Training Tasks to be created using the System Admin site.

To Add a Training Task, use the Add Task function available through the normal site. See the Training Tasks section of this documentation for details on how to do this.

Editing a Training Task Component

Warning

Editing or deleting a Training Task may result in data loss that is unrecoverable.

Please contact the System Administrator for assistance if a Training Task is to be deleted or changed.

To view, edit, or delete a Training Task:

  1. Login to the admin site (see Accessing the System Admin) and click on the Training Task module
  2. Select the Training Task which is to be changed on the Select training to change page.

Training Task Component

A Training Task Component is used to classify what type of training program a task belongs to. Typical training program components may include:

  • Initial training
  • Recurrent training

The following fields need to be defined for a Component:

Name:
The name of the training task component.
Is Active:
Sets whether the Component is active or not. Components that are not active are not shown on the various training task indexes.

Adding a Training Task Component

To add a Training Task Component:

  1. Login to the admin site (see Accessing the System Admin) and click on the Training Task Component module
  2. Click on the Add training task component link at the top-right of the Select training task component to change page.

Note

A Training Task Component can also be added directly by clicking on the admin-add-link button on the applicable entry on main System Admin pages.

Editing a Training Task Component

To edit, or delete a Training Task Component:

  1. Login to the admin site (see Accessing the System Admin) and click on the Training Task Component module
  2. Select the Training Task Component which is to be changed on the Select training task component to change page.

Training Resource

A Training Resource is used to classify what training resources are used to conduct a training task. Typical training resources may include simulators, actual airctraft, or ground training facilities.

The following fields need to be set for a Training Resource:

Name:

The name of the Training Resource.

This value is used on the various training task indexes for the site.

Description:
A longer description of the what the Training Resource is and/or is used for.
Is Active:
Sets whether the Training Resource is active or not. Training Resources that are not active are not shown on the various training task indexes.

Adding a Training Resource

To add a Training Resource:

  1. Login to the admin site (see Accessing the System Admin) and click on the Training Resources module
  2. Click on the Add training resource link at the top-right of the Select training resource to change page.

Note

A Training Resource can also be added directly by clicking on the admin-add-link button on the applicable entry on main System Admin pages.

Editing a Training Resource

To edit, or delete a Training Resource:

  1. Login to the admin site (see Accessing the System Admin) and click on the Training Resources module
  2. Select the Training Resource which is to be changed on the Select training resource to change page.

Sequences

A Sequence is an event, manoeuvre, or activity that is performed during a Training Task. Examples of things that are Sequences include:

  • Takeoff
  • Landing
  • Aviation knowledge

The following fields need to be defined for a Sequence:

Sequence ID:
The sequence ID is a one or two letter abbreviation that is used for the Sequence on the training records.
Sequence Label:
The sequence label is a short phrase that describe the sequence. It appears on the training record and performance reports.
Sort Order:

The sort order determines the order in which the marker is displayed on the training and checking records.

Sequences are ordered in ascending order based on this field (i.e. fields with a smaller sort order number appear first).

Has Marker:

This field determines whether this sequence has Assessment Markers associated with it.

If this field is checked, then all of the active Assessment Markers are displayed next to this sequence on the training record.

Is Active:
Sets whether the Sequence is active or not. Sequences that are not active are not shown on the various training task indexes.

Adding a Sequence

To add a Sequence:

  1. Login to the admin site (see Accessing the System Admin) and click on the Sequences module
  2. Click on the Add sequence link at the top-right of the Select sequence to change page.

Note

A Sequence can also be added directly by clicking on the admin-add-link button on the applicable entry on main System Admin pages.

Editing a Sequence

To edit, or delete a Sequence:

  1. Login to the admin site (see Accessing the System Admin) and click on the Sequences module
  2. Select the Sequence which is to be changed on the Select sequence to change page.

Repeat Types

A Repeat Type sets the timeframe and condition used to calculate the new due date when a Training Task is completed. For instance, the settings for this model allow a task to be repeated annually, or monthly, and at the end of the month, or on a specific date, etc.

Caution

The Repeat Types for the training tasks in use have been created and tested using automated unittests to ensure that they produce the required results.

If changes are made to the Repeat Types then this may affect the reliability or accuracy of the due dates which are automatically calculated for training and checking tasks.

If detailed changes to the Repeat Types are required, please contact the System Administrator for assistance.

The following fields need to be set for a Sequence:

Label:
The label is used in the menu entry in the Training Task Type admin pages to select the Repeat Type that applies to that training task.
Does Repeat:

If this field is checked then a new training task is created when a training task is completed.

If this field is not checked, then no new training task is created when a training task is completed.

Interval:

The interval is a number that sets the number of days, months, or years later that the new due date for a repeating task.

Note

Whether the interval is months, days, or years is set by the Interval Type setting.

Interval Type:
The interval type sets whether the interval number refers to days, months, or years.
Window of Opportunity Type:
The window of opportunity type sets whether the number set in the Window of Opportunity field refers to days, months, or years.
Window of Opportunity:
A window of opportunity refers to a grace period before the due date such that if the task is completed within the window of opportunity then the new due date is set based on the original due date.
End of Month:
If the End of Month checkbox is selected, then the new due date for a task is always set to the last calendar month in which the training task falls due.
Fixed Date:
If the Fixed Date checkbost is selected, then the new due date is always calculated based on the original due date.

Adding a Repeat Type

To add a Repeat Type:

  1. Login to the admin site (see Accessing the System Admin) and click on the Repeat Types module
  2. Click on the Add repeat type link at the top-right of the Select repeat type to change page.

Note

A Repeat Type can also be added directly by clicking on the admin-add-link button on the applicable entry on main System Admin pages.

Editing a Repeat Type

To edit, or delete a Repeat Type:

  1. Login to the admin site (see Accessing the System Admin) and click on the Repeat Types module
  2. Select the Repeat Type which is to be changed on the Select repeat type to change page.

Training Task Type

The Training Task Type is used to define the properties and characteristics of training tasks. Examples of the different types of training tasks that can be defined include:

  • Proficiency checks
  • Line checks
  • Type rating training sessions
  • Remedial training sessions

The following fields need to be defined for a Training Task Type:

Sort Order:

The sort order determines the order in which the task is displayed on the various training task indexes.

Training Tasks are ordered in ascending order based on this field (i.e. fields with a smaller sort order number appear first).

Name:
The name of the training task type.
Resource:
The resource used to complete the training task. The resources available in this section are set by the Resources section of the System Admin site.
Repeat Type:
The repeat type which controls how new tasks are completed to replace a task when it is completed. The repeat types available in this section are set by the Repeat Types section of the System Admin site.
Sequences:

The list of Sequences which are trained or checked as part of the training task.

If a training task type has no sequences associated with it then it can only be marked as either Satisfactory or Unsatisfactory when it is completed.

If, instead, a training task type has one or more sequences selected in this field, then a Training Record is created when the task is completed so that competency scores (etc.) can be assigned for the task.

Is Active:
Sets whether the Training Task Type is active or not. Training Task Types that are not active are not shown on the various training task indexes.
Component:
Select the Training Component that the task belongs to.
Send Notification:
If this setting is checked, then email notifications are sent about the task when it is completed.
Is Qualification:
If this setting is checked then the task is treated as a qualification and is displayed on the Crew Qualification Validity report.
Buffer Period:

The buffer period applies to qualifications that can be completed the after the due date and still be valid.

(For example, cyclic sessions may be completed up to 20 days after the due date and the crew remain valid.)

Task Code:

The task code is used to reference the training task to some other system or syllabus that sits outside the Training Portal.

For example, the Task Code may be a course or lesson code in an external syllabus, or it may be related to a qualification or skill recorded in another Company database.

Adding a Training Task Type

To add a Training Task Type:

  1. Login to the admin site (see Accessing the System Admin) and click on the Training Task Types module
  2. Click on the Add training task type link at the top-right of the Select training task type to change page.

Note

A Training Task Type can also be added directly by clicking on the admin-add-link button on the applicable entry on main System Admin pages.

Editing a Training Task Type

To edit, or delete a Training Task Type:

  1. Login to the admin site (see Accessing the System Admin) and click on the Training Task Types module
  2. Select the Training Task Type which is to be changed on the Select training tasktype to change page.

Training Courses

The Training Courses are used to group a number of Training Tasks into a course to allow them to be scheduled and removed as a group. Training Courses are normally managed through the Training Courses section of the site.