When you are first getting started using FlightSpan™, much of the setup is done for you by FlightSpan™ Support. But each flight operation is unique, and a high level of customization is available to help FlightSpan™ conform to your operation. This series of lessons will help guide you through the process of customizing FlightSpan™ to meet your company needs.
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11. Payment and Receipt Types
Video Version Payment Types Select Payment Types from the Cash/Currency menu, and use the green New button to add acceptable forms of payment. Choose a transaction code label that will be used on forms and reports. Set the debit, credit, and refund accounts as necessary, and set the default currency. Payment types can be switched on…
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12. Units of Measurement
Video Version Default Units Select Default Units from the Units of Measurement menu. Click on the blue pencil icons to change to the default units used in your company. Units List Select Units List from the Units of Measurement menu and click on the blue pencil icons to edit the default decimal precision amounts if…
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13. Google Calendar
Video Version If desired, the scheduling calendar can be linked to a Google calendar. Link to Google Calendar From the Settings menu, select Company, Then select Custom Settings List from the Company menu on the left side bar, and search for ‘Google’. Click on the pencil icon next to Google Api Refresh Token. Click on…
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14. Financial Management
Video Version Importing Accounts When first setting up FlightSpan™ Ops, work with FlightSpan™ Support to import your existing accounts. View Accounts Open from the Home Page using the quick link if you have added it, or from any page, select Accounts from the Settings menu. Accounts can be sorted by clicking on the blue…
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15. Staff / User Management
Video Version FlightSpan™ Ops provides a robust permission structure allowing you to tailor your staff’s access to the many different parts of the software. Staff Roles provide you with a means of selecting a group of permissions and assigning them to a Staff Role and then assigning that Staff Role to one or more members…
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16. Pilots, Mechanics, and Flight Attendants
Video Version In order for pilots, mechanics, and flight attendants to be available for flight scheduling and managing currency and fatigue limitations, they must be included in their respective Ops Personnel lists. Before they can be added to their list, they must first exist as a Staff/User in FlightSpan™ Ops (pilots, mechanics, and flight attendants…
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17. Standard Staff/User Roles
Video Version Access to different parts of FlightSpan™ Ops is controlled by the Roles assigned to the Staff/User, so it is important to assign Roles that give appropriate access, while limiting access to other areas. A set of system managed Standard Roles that are not editable by the user the have been created with the…
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18. Assigning Staff Roles
Video Version When linking a staff member to multiple Roles, select Staff/User List from the Staff / Users menu on the left, and click on the name to open the Staff Detail. Click the blue Plus button to link the user to a new staff role. The chosen role(s) can be Standard or Custom Roles. Begin…
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19. Custom Staff/User Roles
Video Version If the Standard Roles cannot be combined to grant suitable permissions, Custom Roles may be created. From the Staff/User Roles List, click on the green New button. Name the role and describe it as necessary. Add User Permissions Select the User Permissions tab and click the green plus button to add a new…
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20. Staff Time Off
Video Version Supervisor Role From the Staff / Users menu select Time Off List. To create time off for a staff member, click on the green plus button, fill in the blanks and save. To approve a time off request submitted by a staff member, click on the staff member’s name, then the edit button,…