Table of Contents

1.     Main Menu Definitions

 

2.     View Schedules

a.     Aircraft Schedule

b.    Instructor Schedule

c.     Entire Schedule

d.    Custom Views

                                          i.    Add 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

 

7.     Viewing Aircrafts

 

a.     Viewing Squawks

b.    Adding Squawks

c.     Deleting Squawks

 

8.     Editing Personal Information

 

9.     Instructor Section

a.     Scheduling Time Off

b.    Scheduling Your Students

 

10.  Admin Section

a.     Adding Pilots

b.    Editing / Deleting Pilots

c.     Adding Instructors

d.    Editing / Deleting Instructors

e.     Adding Aircrafts

f.     Editing / Deleting Aircrafts

g.    Users

                                          i.    Add System Users

                                         ii.    Edit/Delete Users

h.     Setting up your School / Club

i.      Dispatch

                                          i.    Using Schedule Pointe’s Dispatch System

                                         ii.    Checking in an Aircraft

                                        iii.    Editing / Deleting Dispatch Records

                                        iv.    Not Using Schedule Pointe’s Dispatch System

 

j.      Customer Accounting

                                          i.    Credit / Debit Customers Accounts

                                         ii.    Viewing Customer Account History

                                        iii.    Creating Sales Receipts / Invoices

                                        iv.    Editing Sales Receipts / Invoices

                                         v.    Deleting an Order

k.     Reports

l.      Scheduling Staff Meetings

m.   Downloading Schedules

 

 

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.     DispatchThere 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 AccountingIf 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.

 

g.    Reports

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.