d. Custom
Views
ii. Editing / Deleting Custom Views
e. Weekly
Views
f. Monthly
3.
Scheduling
a. Aircrafts
b. Instructors
4.
My Schedule
5.
My Account
6.
Logbook
8.
Editing Personal Information
10.
Admin Section
d. Editing / Deleting Instructors
f. Editing / Deleting Aircrafts
g. Users
h. Setting up your School / Club
i. Dispatch
i. Using Schedule Pointe’s Dispatch System
iii. Editing / Deleting Dispatch Records
iv. Not Using Schedule Pointe’s Dispatch
System
i. Credit / Debit Customers Accounts
ii. Viewing Customer Account History
iii. Creating Sales Receipts / Invoices
iv. Editing Sales Receipts / Invoices
k. Reports
1.
Main Menu Definitions – the Main Menu is
found at the top and top right of the screen and varies based on security
level.
a. Aircraft Schedule – view the daily
aircraft schedule.
b. Instructor Schedule – view the daily
instructor schedule.
c. Entire Schedule – view both the daily
aircraft and instructor schedule.
d. Custom Views – view the custom the
schedule(s) that you create.
e. Weekly Views – view either an
aircraft or instructor’s schedule for an entire week.
f. Monthly Schedule– view either an
aircraft or instructor’s schedule on a monthly basis.
g. Events – view the event
calendar.
h. Dispatch – view all open and
closed dispatches as well as starting point for creating a new dispatch.
i. Orders – view all paid and
unpaid orders/invoices.
j. Pilots – view all pilots and
instructors in the system.
k. Aircraft – view all aircraft
in the system.
l. Reports – initial link for
system reporting.
m. Other – depending on
security level will contain different sub-menu items.
n. My Account – view account
history for the current or selected user.
o. My Schedule – view schedule for
the current or selected user.
p. My Logbook – view logbook for
the current or selected user.
q. Messaging – send broadcast
email messages.
r. Users – add/edit system,
front desk and maintenance users.
s. Company Setup – edit company setup.
t. My Profile – view/edit
information for current user.
u. Home – redirect to home
page.
v. Help – online help file.
w. Logout – logout of system.
2.
View Schedules
– This section describes how to view aircraft and instructor schedules either
individually, at the same time or on a weekly/monthly basis. (Note: A * after any aircraft tail number throughout
the system denotes there are squawks for that particular aircraft.)
a.
Aircraft Schedule – to view the
aircraft schedule click on the Aircraft Schedule Link. The aircraft schedule page will appear with
the make and model of all aircraft going across the top of the page and times
going down the page.
From here you can
navigate the currently selected day by using the arrows, text box or calendar
link.
An aircraft is
scheduled if there is a range of colored cells.
The person’s last name who has the aircraft scheduled shows up at the
top of the scheduled block of time. If
the block of time that you would like to schedule is all white than that
aircraft is available to schedule.
To initiate the
scheduling process click on one of the schedule hyperlinks (the word schedule
underlined and usually blue). To learn
more about scheduling aircrafts see the section called Scheduling.
b. Instructor Schedule – to view the instructor
schedule click on the Instructor Schedule Link.
The instructor schedule page will appear with the name of the instructors
going across the top of the page and times going down the page.
From here you can
navigate the currently selected day by using the arrows, text box or calendar
link.
An instructor is
scheduled if there is a colored range of cells.
The person’s last name who has the instructor scheduled shows up at the
top of the scheduled block of time. If
the block of time that you would like to schedule is all white than that
instructor is available to schedule.
To initiate the
scheduling process click on one of the schedule hyperlinks (the word schedule
underlined and usually blue). To learn
more about scheduling instructors see the section called Scheduling.
c. Entire Schedule - to view the entire schedule
(both aircraft and instructors) click on the Entire Schedule Link. The Entire Schedule page will appear with the
make and model of the aircraft and the name of the instructors going across the
top of the page and times going down the page.
From here you can
navigate the currently selected day by using the arrows, text box or calendar
link.
An aircraft or
instructor is scheduled if there is a colored range of cells. The person’s last name who has the
aircraft/instructor scheduled shows up at the top of the scheduled block of
time. If the block of time that you
would like to schedule is all white than that aircraft/instructor is available
to schedule.
To initiate the
scheduling process click on one of the schedule hyperlinks (the word schedule
underlined and usually blue). To learn
more about scheduling aircrafts and instructors see the section called Scheduling.
d. Custom Views - to view your Custom Views click on
the Custom View Link. The Default view
that you created will appear with the make and model of the aircraft (if any)
and the name of the instructors (if any) going across the top of the page and
times going down the page. To select a
different view that you created select the view name from the View drop down
list at the top left center of the page.
From here you can
navigate the currently selected day by using the arrows, text box or calendar
link.
An aircraft or
instructor is scheduled if there is a range of cells colored green. The person’s last name who has the aircraft/instructor
scheduled shows up at the top of the scheduled block of time. If the block of time that you would like to
schedule is all white than that aircraft/instructor is available to schedule.
To initiate the
scheduling process click on one of the schedule hyperlinks (the word schedule
underlined and usually blue). To learn
more about scheduling aircrafts and instructors see the section called Scheduling.
1.
Add New Custom View
–
to add a custom view into the system click on Custom Views from the Main Menu
followed by the Add / Edit / Delete link from the upper left center of the
screen. Finally click on the Add button
from the upper left corner of screen.
From here enter in the view name followed by all the Aircraft (if any)
and Instructors (if any) that you want to see in the view. Click the Default check box to make this the
default view that gets displayed automatically when you click Custom Views from
the Main Menu. If you’re using a mobile
device make sure to click the Wireless option.
Only views designated as wireless will be available through mobile
browsers and applications.
2.
Edit / Delete Custom View - to edit a Custom View in the system click on Custom
Views from the Main Menu followed by the Add / Edit / Delete link from the
upper left center of the screen. From
here click on the View Name of the Custom View that you want to edit. Once the Custom View page is displayed, make
any necessary changes and click Save to finish.
If you’re Deleting a
Custom View simply click Delete from the Custom View page and the view will be
removed from the system. (Note: This action cannot be undone).
e. Weekly/Monthly
Views – to view an aircraft or instructor’s schedule in weekly/monthly
increments click on the Weekly Schedule Link. The Weekly Views page will
appear. From here you need to select
either an aircraft or instructor, which will automatically refresh the
screen. You can also manually refresh
the screen by pressing the refresh button to the right of the date text
box. From here you can navigate the
currently selected day by using the arrows, text box or calendar link.
An aircraft or
instructor is scheduled if there is a colored range of cells. The person’s last name who has the
aircraft/instructor scheduled shows up at the top of the scheduled block of
time. If the block of time that you
would like to schedule is all white than that aircraft/instructor is available
to schedule.
To initiate the
scheduling process click on one of the schedule hyperlinks (the word schedule
underlined and usually blue). To learn
more about scheduling aircrafts and instructors see the section called Scheduling.
3.
Scheduling – to schedule an aircraft, instructor or both
click on the schedule hyperlink from anyone of the schedule pages.
Once the schedule
page is displayed you will need to select the Start Date, Start Time, End Date
and End Time from the top of the page.
If you need help with the date click on the calendar graphic next to the
date text box.
Next, select an
aircraft, instructor or both from the two list boxes and press the schedule
button at the bottom of the page. If the
aircraft and or instructor are not available you will get a message saying
there has been a scheduling conflict. At
this point you can elect to be placed on a cancellation list. If the aircraft and or instructor become
available you will automatically be scheduled and notified via email. (Note:
If you’re logged into the system as an Admin or Instructor you will also
have to select the scheduling pilot. If
you’re an instructor you’ll only need to do this if you’re scheduling for your
students. See the Instructor Section below
for more details. Click on the ‘find
more’ link below the Scheduling Pilots text box to bring up a list of pilots in
the system. Make sure you select a pilot
from the list.
a. Changing
a Reservation - to edit a reservation, click on your last name at the top
of the scheduled block of time from anyone of the schedule pages. Once the schedule page is displayed you can
change the dates, times, aircraft or instructor. Make sure you save the changes by clicking
the Save button at the bottom of the screen.
(Note: If there is a linked
reservation you will be prompted to change that as well. If you click ‘Cancel’ when prompted the
linked schedule will remain unchanged, otherwise the linked schedule will
automatically be changed.)
b. Deleting a
Reservation
- to delete a reservation that you have made click on your last name at the top
of the scheduled block of time from anyone of the schedule pages. Click the delete button at the bottom of the
page and your reservation will be deleted. (Note:
If there is a linked reservation you will be prompted to Delete that as
well. If you click ‘Cancel’ when
prompted the linked schedule will remain unchanged.)
4.
My Account – use this screen to
view account history. (Note: If you’re logged into the system as an Admin
you will also have to select a pilot.
Click on the ‘find more’ link below the Pilots text box to bring up a
list of pilots in the system. Make sure
you select a pilot from the list.)
5.
My Schedule –
use this screen to view all future or past reservations. A list of both aircraft and instructor
reservations will be displayed. (Note: If you’re logged into the system as an Admin
you will also have to select a pilot.
Click on the ‘find more’ link below the Pilots text box to bring up a
list of pilots in the system. Make sure
you select a pilot from the list.)
6.
Logbook – to use schedule
pointe’s logbook click on the Logbook hyperlink from the Main Menu. The logbook page displays a list of all your
logbook entries. To add a new entry
click on the Add button at the top left of the screen. Key in all the information just as you would
in a regular logbook and click save. (Note: If you’re logged into the system as an Admin
you will also have to select a pilot.
Click on the ‘find more’ link below the Pilots text box to bring up a
list of pilots in the system. Make sure
you select a pilot from the list.)
7.
View Aircraft - click on Aircrafts
from the Main Menu to bring up a list of aircrafts in the system. From here click on the tail number to see
detailed information for each aircraft. (Note: A * after any aircraft tail number throughout
the system denotes there are squawks for that particular aircraft.)
a.
Viewing Squawks
–
Click on the Squawks hyperlink to see a list of all squawks for the particular
aircraft being viewed.
b.
Adding Squawks
-
If Squawks are enabled from the Company Setup page then pilots will have the
ability to add squawk items. If it is
not enabled System, Front Desk and Maintenance Users will be the only ones able
to add squawks. Click on the Squawks
hyperlink. Once the page is displayed
enter in the date and description and click Save to finish. (Note:
If you’re logged into the system as an Admin you will also have to
select a pilot. Click on the ‘find more’
link below the Pilots text box to bring up a list of pilots in the system. Make sure you select a pilot from the list.)
c.
Deleting Squawks
(Admins
Only) - Click
on the Squawks hyperlink. Once the page
is displayed click Delete for the squawk you wish to delete.
8.
Editing Personal Information – to update your personal information click
on My Profile from the Main Menu. From
this screen you can change all of your personal information including your
login and password. If you don’t fill in
your email address you will not receive email notifications.
9.
Instructor Section
– as an instructor there is some additional functionality available to you in
the system. First of all you can do
recurring schedules for time off and you also have the ability to schedule your
students.
a.
Scheduling time off
– There are two ways to schedule your time off.
It is recommended that you use method one to initially create your
schedule and method two as a way to refine it.
1. Click on My Schedule followed by the Setup Schedule link. From here check off all boxes which represent
times you generally will not be working (Note: you’ll do this only once). When you’re finished, click Save and then
another set of controls will appear. Select
the number of weeks you would like to push this schedule out followed by the
date to begin, finish by clicking go.
2. To schedule single or
in some cases recurring blocks of time off follow the same instructions listed
above to schedule an instructor. The difference
here is that your name needs to appear in the Select Scheduling Pilot text box
and your name should also be selected in the Select an Instructor list
box. If your name does not appear in the
Select Scheduling Pilot text box click on find more to select your name from
the list (Note: Do not type your name in the text box if it
does not automatically appear, use the find function to select your name from
the list). To make a schedule
recurring click on recurring found below the Comments text box. Next select the interval (day, week, month)
and finally the duration in days. Finish
the process by clicking schedule.
When scheduling
recurring time off (method 2) it is recommended that you schedule your days off
followed by times for particular days.
For instance, if you don’t work Monday and Tuesday and you don’t work
before 9:00 am and after 4:00 pm you would need to schedule in the following
manner: First Schedule yourself off for
Monday and Tuesday, recurring every week for 30 days (can be more). Next schedule yourself off from 6:00 am to
9:00 am recurring every day for 30 days.
Repeat the process for times after 4:00 pm.
b.
Scheduling your students - to schedule your students follow the
instructions listed above for scheduling.
The difference here is that your students name needs to appear in the
Select Scheduling Pilot text box (Note: Do not type your students name in the text
box if it does not automatically appear, use the find more function to select
your students name from the list).
7.
Admin Section – as a System Administrator you can do
everything described above plus Add / Edit and Delete both Pilots and
Aircrafts, Add / Edit and Delete other System Users, Dispatch Aircrafts and
Instructors, run Reports and Edit the FBO Profile page.
a. Pilots / Instructors – this section
describes the process for adding, editing and deleting both pilots and
instructors.
1.
Adding Pilots – to add a pilot into the system click
on Pilots from the Main Menu followed by the Add button from the upper left
corner of the screen. From here enter in
the pilot’s information. At a minimum
you’ll need to key in the Pilots First Name, Last Name, Login and Password. If the Login is taken you will get an error
message. Make sure you click Save when
done.
2. Edit / Delete Pilots – to edit a pilot in the
system click on Pilots from the lower left corner of the Main Menu. If the pilots name does not appear from the
list you’ll need to key in the first few letters of their last name in the text
box located toward the top of the screen and click on the Search button. From here click on the last name of the pilot
whose record you want to edit and their profile page will be displayed. Make any changes necessary and click Save.
If you’re Deleting a
pilot click Delete from their profile page and the pilot will be deleted.
2.
Adding Instructors
– to add an instructor follow the same steps required to add a pilot. To make the pilot an instructor clicks the
Flight School Instructor check box on the first tab. By doing this the instructor will
automatically appear on the Instructor Schedule page, Entire Schedule page and
the Weekly Views page.
3.
Edit / Delete Instructors – to edit an instructor follow the same
instructions above for editing pilots.
To remove the instructor from the schedule you need to uncheck the
Flight School Instructor check box on the first tab and then click Save.
b. Aircrafts - this section
describes the process for adding, editing and deleting aircrafts
1.
Adding Aircrafts - to add an aircraft into the system
click on Aircrafts from the Main Menu followed by the Add button from the upper
left corner of the screen. From here
enter in the aircraft information. At a
minimum you’ll need to key in the Make, Model and Tail Number. It is recommended that you also key in the
Aircraft Identifier. For example, to add
a Piper Warrior into the system the make would be Piper the model would be
Warrior the tail number could be 9268F and the aircraft identifier would be
PA-28. Adding aircrafts this way will
ensure that the aircraft will be grouped together on the schedule. Don’t forget to click Save when done.
2.
Edit / Delete Aircrafts – to edit an aircraft in the system click on Aircrafts
from the Main Menu. From here click on
the tail number of the aircraft that you want to edit. Once the aircrafts profile page is displayed,
make any necessary changes and click Save to finish.
If you’re Deleting an
aircraft simply click Delete from the aircrafts profile page and the aircraft
will be removed from the system.
c.
Users – this section describes the process for
adding, editing and deleting System Users, Front Desk Users and Kiosk
Users. Users are not pilots in the
system but are rather administrators for their particular school or club. For example you might have one System User,
three or four Front Desk Users, a single Kiosk User and a few hundred
pilots. A System User has complete
control over the account including the ability to change the setup and
permanently delete pilots and aircraft.
It is recommended that you limit the number of accounts you setup as
System User accounts. Other employees of
the school should be setup as Front Desk Users, this level of security includes
privileges needed to perform most day to day operations. In some cases you may have an instructor that
has both a pilot account and a Front Desk User account. In this situation the instructor should just
use their Front Desk User account as it includes all privileges of an
instructor.
1.
Adding Users - to add a user into the system click on
OtheràUsers from the Main Menu followed by the Add
button from the upper left corner of the screen. From here enter in the login, password, email
address and select the type of user from the dropdown. Don’t forget to click Save when done.
2.
Edit / Delete Users
–
to edit a user in the system click on OtheràUsers from the Main
Menu. From here click on the login name
of the user that you want to edit. Once
the users profile page is displayed, make any necessary changes and click Save
to finish.
If your Deleting a
user simply click Delete from the users profile page and the user will be
removed from the system. (Note: This action cannot be undone).
d.
Setting up your School / Club – to setup or change your schools profile
record click on OtheràCompany Setup from
the Main Menu. From here your school’s
profile page will be displayed. Some of
the field definitions are as follows:
1. Company Tab – Basic contact
information for the school or club. For
Return Website to be utilized enter website address as http://www.SchedulePointe.com.
2. Contact Tab – The contact person
for the school or club. The email
address entered here is where all Schedule Pointe notifications will be sent.
3. Header/Home/Schedule Page Setup
1.
Header – This is where you can
upload your company logo and choose to display your company name in the header.
2.
Home Page – You can optionally
display a home page image as well as enter bulletin board comments that your
customers will see when they first sign in.
3.
Schedule Page – Settings that
affect all schedule page layouts. If you
check Hide User Names only Users will be able to see Pilot names on the
schedule, all others will see “resv’d”.
4. Schedule Parameters – These settings
control all scheduling and cancellation rules. Below are some common rules:
1. Read Only –
The schedule is read only to your pilots.
2. Schedule Interval –
Controls the interval in minutes displayed on all schedule pages.
3. Begin Schedule On -
You have the option of only allowing your customers to schedule on even or odd
hours.
4. End Schedule On - You
have the option of only allowing your customers to schedule on even or odd
hours.
5. Schedule On Half
Hours Only –Usually used to optimize scheduling in regards to hours of sunlight
in the day.
6. Schedule Aircraft and
Instructors Independently – Use this option if it is common to schedule an
instructor differently than an aircraft.
For instance if you generally schedule an instructor for a post flight
briefing you could use this option.
7. Default Schedule
Duration – Used to automatically set schedule duration.
8. Max Number of Days in
Advance to Schedule - This limits the number of days in advance someone can
schedule either an aircraft or instructor.
9. Last Date to Schedule
– This limits how far in advance someone can schedule either an aircraft or
instructor.
10. Min Cancellation Hours - This field will
enforce your school’s cancellation policy if any. For example if your school requires users to
cancel an aircraft 24 hours in advance enter a 24 in the textbox.
11. Max Number of Reservations – The maximum
number of reservations a pilot can have at any one time.
12. Min Hours in Advance to Schedule an
Instructor – The minimum hours in advance a pilot may schedule an instructor.
13. Lock Down Schedule, Hours in Advance – You
may lock the schedule any number of hours in advance.
14. Max Hours to Schedule an Aircraft – The
maximum hours a pilot can schedule an aircraft, this can be overridden by
Users.
15. Require Estimated Hours When Scheduling –
This will force pilots to enter estimated hours when scheduling.
16. Prevent Scheduling After Hours – Prevents
pilots from scheduling any resource before or after business hours (defined on
first tab).
17. Prevent Scheduling After Hours, Same Day Only
– This prevents a pilot from scheduling a resource after the business has
closed on that day only. This addresses
the issue for instance, where no one will be available to give the pilot keys
to an aircraft.
18. Instructors are Bound by Schedule Parameters
– Instructors are bound by the same schedule parameters as regular pilots.
19. Instructors Can Manipulate Schedule – This
gives instructors the same privileges as a User at it pertains to scheduling.
20. Instructors Can’t Schedule Their Time Off –
This forces a User to setup all instructor schedules.
21. Instructors Are Always Current – This will
bypass all system validations.
22. Lock Account After Number of Days of
Inactivity – This will automatically lock an account if a pilot has not
scheduled in the specified number of days.
5. Optional Modules
1. Event Scheduling – Will say enabled if you have access to the Event Scheduler
2. Dispatch - Will say enabled if you have access to the
Dispatch module.
1. Display Hours Until Maintenance –
If checked will display hours until maintenance on all schedule pages.
2. Automatically Add Logbook Entry – If checked will automatically add a
logbook entry for every dispatched flight.
3. Instructors Can Dispatch – Optionally allow instructors to dispatch.
4. Users Can Dispatch – Optionally allow your pilots to dispatch.
5. Lock Account After Number of Days Since Last Flight – This will
automatically lock an account if the pilot has not flown within specified
number of days.
3.
Customer Accounting – Will say
enabled if you have access to the Customer Accounting Module
1.
Setup Tax Rates – Click on this
link to open a new window which will allow you to enter all applicable tax
rates. Tax Rates are entered as .0875
for 8.75%. Make sure you click Active when
done.
2.
Setup Order Items - Click on
this link to open a new window which will allow you to enter all the items
you’ll be invoicing.
1.
Description – Enter the
item/service description, i.e. Aircraft Rental.
2.
Category – Select the
appropriate category.
3.
Price – Enter the price for the
selected item. Note: For aircraft
rental category, leave price equal to 0.00 as you’ll enter the price for each
aircraft from the aircraft profile page.
It is recommended that you not enter a billable line item for each
aircraft, rather enter a billable line item for each type of aircraft rental
(Regular Rate, Block Rate, etc.) and then you’ll enter the price of each type
of aircraft rental from the aircraft profile page under the Rates tab.
4.
Select appropriate tax code if applicable.
5.
Active – check this to enable this billable item.
4.
Charter X – Will say enabled if
your account is setup to link to CharterX.
6. Other Setup Items
1. GMT Adjustment – Enter as a positive number.
2. Default Home Page – The initial page your customers are directed to when
signing in.
3. Language – Not implemented
4. Setup Schedule Types - Click on this link to open a new window which will
allow you to enter all schedule types.
1. Description – Enter schedule description (i.e. Stage Check, Check Ride,
etc.)
2. Instructors Can Schedule – Allow instructors to schedule this type.
3. Users Can Schedule –
Allow your customers to schedule this type.
4. Active – Check this
to enable this type.
5. Color – Select the
color for the type.
5. Setup Cancellation Codes – Click on this link to
open a new window which will allow you to enter all cancellation reasons.
1. Description – Enter
cancellation description (i.e. Weather, No Show, etc.)
6. Require Cancellation
Reason – Forces the user to select a cancellation reason when
deleting/cancelling a reservation.
7. Email Customer
Contact Info to Instructors When Scheduled – Includes customer contact info in
instructor email.
8. Instructors Can Edit
Pilots Profile – Optionally allow instructors to edit pilot profiles.
9. Users Can View Other
Users Contact Info – Optionally allow customers to see each other’s profile.
10. Hide Header – N/A
11. Display Link on
Clients Page – This will display your company name on the Schedule Pointe
Clients page.
12. Report Directory –
Default directory for downloading reports.
13. Total FBO Integrated
– Link with Total FBO.
14. Total FBO Location ID
– Used to link multiple Total FBO locations.
7. Color Scheme – Use these links to
define your companies color scheme.
8. Party Validations – Defines all the
standard and custom pilot and aircraft validations.
1. Pilot Validations – Check which
validations Schedule Pointe will enforce.
1. Setup Custom
Validations – Click on this link to open a new window which
will allow you to enter all custom pilot validations.
2.
Aircraft Validations – Check which
validations Schedule Pointe will enforce.
1. Setup Custom
Validations – Click on this link to open a new window which
will allow you to enter all custom aircraft validations (i.e. Aircraft AD’s)
9. Custom Defined Fields
– You can define up to ten custom defined
fields relating to your pilots, five free flow text and five yes no fields are
available.
10. Documents – Upload documents
which are accessible by your customers.
e.
Dispatch – There are two ways to dispatch aircraft depending
on the options you chose when you signed up with Schedule Pointe.
1.
Using Schedule Pointe’s Dispatch System - From anyone of the
Schedule Pages click on the last name at the top of the scheduled block of time
for the aircraft or instructor you wish to dispatch. When the schedule record appears click the
Dispatch button at the bottom of the screen.
The Dispatch Date is the date the aircraft and or instructor is
dispatched, the Date/Time Out represents the scheduled block start date
time. The beginning hobbs and tach
should correctly display the starting hobbs and tach for the aircraft being
dispatched If there is one. Click Save
to save the dispatch record or click Save and Print to save and print a dispatch
ticket.
2.
Checking in an Aircraft and or Instructor – To check in an
aircraft and or instructor click on Dispatch from the Main Menu. A list of all Dispatched resources will
appear. Open up the dispatch record by
clicking on the dispatch date field.
When the dispatch record appears, enter in the ending instructor time if
applicable, hobbs time and tach for a
dispatched aircraft. Click the Close
check box and finish by clicking Save.
If an aircraft was dispatched the aircraft’s record will automatically
be updated to reflect the new hobbs and tach time. To see a list of closed dispatch records
click on Dispatch from the Main Menu.
Next click on the Closed option followed by the Refresh button.
3.
Editing / Deleting Dispatch Records – Begin by clicking
Dispatch from the Main Menu. Select from
either Open or Closed Dispatch records at the top of the screen and click
Refresh. Click on the Dispatch Date of
the record you would like to Edit or Delete.
When the record appears make any appropriate changes and click Save to
update the record or click Delete to remove the record.
4. Dispatching an
Instructor only
– If your dispatching an instructor that has been scheduled follow the
procedure above. If your dispatching an
instructor that has not been scheduled you may click on Dispatch followed by New. The rest of the procedure is the same as
above.
5.
Displaying Hours Until Maintenance – To display hours
until maintenance on any one of the aircraft schedules click on this option
from the profile page.
6.
Not Using Schedule Pointe’s Dispatch System - If you choose not to use Schedule
Pointe’s Dispatch System there is still a way to indicate on the schedule which
aircrafts have been dispatched. From
anyone of the following pages; Aircraft Schedule, Entire Schedule or Weekly
Views, click on the last name at the top of the scheduled block of time for the
aircraft you wish to dispatch. When the
schedule record appears click in the Dispatched check box at the bottom of the
screen and click Update to save the record.
When you go back to the schedule you will notice the scheduled block of
time now appears blue indicating the aircraft has been dispatched.
f.
Customer Accounting – If you use Schedule
Pointe’s Dispatch System you also have the option of using the Customer
Accounting System. This system will
allow you to create sales receipts / invoices from dispatch tickets as well as
other items such as fuel, headsets, supplies and other miscellaneous
items. The system will also
automatically deduct the invoice total from the customer’s account if utilized.
1. Credit / Debit
Customers Accounts – Click on My
Account from the Main Menu. The first
thing you’ll need to do is select a pilot.
Enter in the first few letters of the pilot’s last name or click on the
find more hyperlink. Click on the pilot’s
last name from the list, the name should now appear in the text box. Next click refresh. From here enter in the date, select credit or
debit, payment method, transaction number, description and the amount to credit
or debit. Finish by clicking Save. An entry will be made into the customer’s
account and should be visible on the screen.
You can also credit a customer’s account from any one of the Order
Screens (Item 3 and 4 below).
2. Viewing Customer
Account History – Follow the steps
above to select a pilot and finish by clicking Refresh. The customers entire account history will be
displayed. Customers can also view their
own account history unless you disable My Account from the Profile page.
3. Creating Sales
Receipts / Invoices – There are two
methods for creating sales receipts.
1. From the Dispatch
Entry page (either select an existing dispatch record as your closing out a new
dispatch record) click Save and Invoice.
The Add Order Entry page will be displayed with whatever resource was
dispatched automatically filled in. You
may make whatever changes you would like at this point including adding new
line items. The data that is
automatically populated comes from the dispatched aircraft’s record as well as
the FBO profile record. You may also
apply payments to an order at this point.
This will link payments to a particular order. Enter in the date, select payment method,
transaction number, description and the amount to credit. Finish by clicking Save or Save and
Print. If you click Save and Print the
new order will be saved and a receipt will be printed.
2. Click on Orders from
the Main Menu followed by New. You can
create sales receipts for fuel sales, headset rentals, supplies and other
miscellaneous items. You may also apply
payments to an order at this point. This
will link payments to a particular order.
Enter in the date, select payment method, transaction number,
description and the amount to credit.
Finish by clicking Save or Save and Print. If you click
Save and Print the new order will be saved and a receipt will be
printed. If you click the paid checkbox,
the customer’s account will automatically be debited the amount of the order.
4. Editing Sales
Receipts / Invoices – Click on orders
from the Main Menu. Select either Paid
or Unpaid from the top of the page followed by Refresh. Click on the order number of the order you
want to edit. You may add new line items
or delete existing line items. You may
also apply payments to an order at this point.
This will link payments to a particular order. Enter in the date, select payment method,
transaction number, description and the amount to credit. Finish by clicking Save or Save and
Print. If you click on Save and Print
the order will be saved and a receipt will be printed.
5. Deleting an Order – Click on orders from the Main Menu. Select either Paid or Unpaid from the top of
the page followed by Refresh. Click on
the order number of the order you want to delete. Finish by clicking delete. If the order was paid, the customer’s account
will automatically be credited the amount of the order deleted.
1. Order - In order to run
these reports you must use Schedule Pointe’s Dispatch and Customer Accounting
System. To bring up the Report page
click on Reports from the Main Menu. Select
the Period Beginning and Period Ending date for the report you would like to
run. You can click on the schedule
graphic just to the right of the date text box, this will bring up a calendar
so that you may easily select a date to report against. The default report is Order Totals. This report will give you total amounts for
all order item types for the specified period.
The Order Detail report will give you order totals by pilot for the
specified period. Click on a pilot’s
last name to get a list of all orders for that pilot for the specified period.
2. Dispatch - In order to run
these reports you must use Schedule Pointe’s Dispatch System. To bring up the Report page click on Reports
from the Main Menu. Next click on
Dispatch. Select the Period Beginning
and Period Ending date for the report you would like to run. You can click on the schedule graphic just to
the right of the date text box, this will bring up a calendar so that you may
easily select a date to report against.
Select Total Aircraft to get a summary report of all the aircraft in the
system for the period specified. To get
a detailed report for a particular aircraft click on the Tail Number of that
aircraft. Select Total Instructor to get
a summary report of all the instructors in the system for the period
specified. To get a detailed report for
an instructor click on the Instructors Last Name.
3. Cancellation – To run the
Cancellation Report click on Reports from the Main Menu. Next click on the Cancellation hyperlink
found at the top center of the page.
Select the Period Beginning and Period Ending date for the report you
would like to run. You can click on the
schedule graphic just to the right of the date text box, this will bring up a
calendar so that you may easily select a date to report against. To get a detailed report for a particular
user click on their last name.
4. Usage - To run the Usage
Report click on Reports from the Main Menu.
Next click on the Usage hyperlink found at the top right of the
page. Select the Period Beginning and
Period Ending date for the report you would like to run. You can click on the schedule graphic just to
the right of the date text box, this will bring up a calendar so that you may
easily select a date to report against.
h.
Scheduling Staff Meetings – to schedule an
aircraft, instructor or both you can click on the schedule hyperlink in anyone
of the following pages; Instructor Schedule, Entire Schedule (Instructor side
only) and Weekly Views (Instructor side only) or you can click on the Schedule
Resource Link from the main menu.
Once the page is
displayed you will need to select the Start Date, Start Time, End Date and End
Time from the top of the page. If you
need help with the date click on the calendar graphic next to the date text box.
Finally, click the
Staff Meeting check box under the Instructor list and click Schedule.
i. Download Schedules – You have the
option of downloading your schedule in an Excel Spreadsheet. To download the schedule click on Download
from either the Aircraft Schedule, Instructor Schedule or Entire Schedule Page.