How to I setup pilot currency items? (v3)


Flight Schedule Pro helps you and your pilots keep track of medical certificate expiration, biennial review, student sign-off, club checkouts and/or any other items you want to setup. To keep you informed and your pilots current, Flight Schedule Pro will optionally send email notifications to remind you and your pilots of upcoming expirations.

We have already setup a few standard pilot currency items for you, however you can customize them however you'd like . . .

To edit/create Pilot Currency Items:

  1. Go to the Company menu and click System Setup.
  2. On the left, go to Scheduling and click Currency Items, which will bring you to your list of custom pilot currency items.

    Create a new currency item:

    1. Click Add New Currency Item at the bottom of the page.
    2. Name. Enter a name for this check (i.e. Biennial Review)
    3. Interval. Enter in how many days this item will expire.
    4. What type of check is this? Select one-time check if this item only needs to be checked once or recurring if it occurs ever "so many" days.
    5. Expires on the last day of the month check box. If the item expires on the last day of the month, check this box so we can make the necessary adjustments for this check.
    6. Click Save to create your new custom pilot currency item.
Edit existing currency item:
  1. Click the Edit icon next to the currency item you want to edit.
  2. Make the desired changes.
  3. Click Save.
In addition, to verify the pilot's currency, each of the pilot currency items can be checked when the pilot makes a reservation (reservation checks) or at the time of dispatch (dispatch checks), or both, or not at all!

v3: v3 Help Articles (older version)

  1. Pilot Currency Overview (v3)
  2. How do I edit a user's pilot information? (v3)
  3. How to I setup pilot currency items? (v3)
  4. How do I setup reservation checks? (v3)
  5. How do I record evidence of TSA documentation? (v3)
  6. Dispatching Overview (v3)
  7. How do I activate flight recording with dispatching? (v3)
  8. How do I setup dispatch checks? (v3)
  9. Scheduling Overview (v3)
  10. Scheduling Rules Setup (v3)
  11. How do I setup reservation types? (v3)
  12. Eliminate last minute cancellations (v3)
  13. Priority Reservation Hours (v3)
  14. How do I specify which hours are displayed on my schedule views? (v3)
  15. How do I create a custom view? (v3)
  16. How do I set the aircraft schedule order? (v3)
  17. Should I setup multiple locations? (v3)
  18. How can I add two customers to a reservation? (v3)
  19. How do I edit role scheduling preferences? (v3)
  20. How do I setup company wide scheduling preferences? (v3)
  21. How can we schedule by aircraft type? (v3)
  22. Standby Reservations Overview (v3)
  23. How do I edit a custom view? (v3)
  24. How do I create a custom view? (v3)
  25. How do I set the schedule to show the view of my choice? (v3)
  26. How do I make a reservation? (v3)
  27. How do I display other peoples names on the schedule views? (v3)
  28. How can I change the default reservation length from 2 hours to 1.5 hours? (v3)
  29. How do I print the schedule? (v3)
  30. How do I setup multiple locations? (v3)
  31. Why you should require Customer 1 or Member 1
  32. User Management Overview (v3)
  33. How do I add and invite users? (v3)
  34. How do I approve new users? (v3)
  35. How do I view/edit a user's profile? (v3)
  36. How do I remove mass users from a role? (v3)
  37. How do I assign mass users to a role or roles? (v3)
  38. How do I assign a user to more than one role? (v3)
  39. How do I assign users to roles? (v3)
  40. How do I override permissions for a user? (v3)
  41. How do I edit and review roles? (v3)
  42. How do I edit a user's role assignment? (v3)
  43. How do I add a new role? (v3)
  44. How do I disable remote user signup? (v3)
  45. Receiving SMS text messages on your mobile phone (v3)
  46. Why managing user permissions with Roles is a good idea (v4)
  47. How do I Import Users (v3)
  48. What are the file size and dimension requirements for images uploaded to the system? (v3)
  49. How do I redirect users to my website when they logout of Flight Schedule Pro? (v3)
  50. Cannot override my base work schedule using time-on/time-off entries (v3)
  51. Customers are not getting emails when reservations are created/edited/deleted (v3)
  52. About Pilot Roles (v3)
  53. Instructor Overview (v3)
  54. About Instructor Roles (v3)
  55. About Instructor Time-Off (v3)
  56. How to Setup Instructor Availability (v3)
  57. How do I add available shifts to a work schedule? (v3)
  58. How do I remove a Flight Instructor? (v3)
  59. How do I make time off and time on entries for instructors? (v3)
  60. How can I set the work schedule for a an instructor or staff pilot as always available? (v3)
  61. Aircraft Maintenance Overview (v3)
  62. How do I add an Aircraft? (v3)
  63. How do I edit an Aircraft? (v3)
  64. How do I down an aircraft for maintenance? (v3)
  65. How do I deactivate an aircraft temporarily? (v3)
  66. Fields description for aircraft times page (v3)
  67. How do I create a maintenance reminder for an aircraft? (v3)
  68. How to format text (v4)
  69. Billing & Invoicing Overview (v3)
  70. How do I setup Billing & Invoicing? (v3)
  71. How do I add a new flight instructor? (v3)

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