Checklist Configuration

Checklist Configuration

Checklist Configuration

Table of Contents

Checklist Configuration section allows activating an option to connect and send checklist item emails.

This section can be accessed in the ‘Admin’ panel by clicking on the ‘Checklist Configuration’ icon:

checklist_configuration_-_admin_panel_icon.png

Checklist Configuration view

The ‘Checklist Configurations’ page contains the following options:

 

'Checklist Configuration' main view

 

  1. Search - option to quickly search for the specific checklist item

  2. FILTER - option to filter checklist items list by:

    • Enabled only - allows displaying only the enabled elements of the Checklist

    • Type - filtering by group of the Checklist: OPS, Sales, or All (default value)

    • Attach to - filtering by type of the element of the checklist: assigned to a flight or a trip, or displaying All the elements (default value)

  3. SECTIONS ORDER - option that allows selecting the order of subsections in the OPS Checklist. More information below

  4. Checklist items table divided into following columns:

    • Label - checklist item name. The default checklist item name can be changed to the custom name. To change the name a User needs to click on the

      icon which appears when hovering the mouse over the item label, and insert the new name in the ‘Item label’ field in the ‘Change Label’ pop-up window

    • Description - option to insert a full description of the item. Once inserted, it will be available in the checklist when hovering over the ? next to the item name

    • Default comment - this applies to the ‘Note’ under the checklist item. The default comment inserted will appear under this item when the flight is created and the checklist item added automatically or manually (ADD ITEM) to the flight

    • Checklist Section - a subsection of the checklist where an item is placed

    • Attach to - indicates whether it is an item assigned to a single flight or the whole trip

    • OPS/Sales/Flight Care - indicates whether it is an OPS,Sales or Flight Care Checklist item

    • Enabled - allows marking an item as used. If this checkbox is unmarked, the item is not available in the ‘ADD ITEM’ section of the Checklist and it is moved to the bottom part of the list within the ‘Checklist configuration’ section

    • Crew App - contains following settings options:

      • - item visible in Crew App

      • - item not available in the Crew App

      • - item editable in the Crew App

      • - item not editable in the Crew App

      • - notifications not active in the Crew App. Changes in the checklist items, such as status change, new/deleted note, uploaded/removed file, will not trigger the push notification. Option available if the visibility icon is set to

      • - notifications active in the Crew App. An additional pop-up window allows setting up Crew App Notifications for each individual checklist item

    • Auto add to leg - option to mark the default checklist items. This option has been moved across from the ‘Flight Editing’ section. If it‘s ticked, the item will be automatically added if the condition set in CQL is met.

    • CQL - Checklist Query Language - it allows to define a condition for adding the item automatically to the checklist.

    • Show Confirmation Code - a field to add the confirmation code to checklist items.

    • Due Dates - possibility to configure the ’Request Due Date’ and the ‘Completion Due Date’ for selected checklist items at selected airports.

    • Requesting - activating/deactivating the checklist email configuration:

      • - accessing the Checklist email configuration

      • - deleting the existing Checklist email configuration

      • Empty - checklist item email configured by default

    • Status - section that allows editing and changing the statuses of the Checklist item

    • Status reset rules - possibility to select the items of the schedule that trigger the change of the checklist item status

    • Links - an option to add URL links to selected items


SECTIONS ORDER

 

Changing the order of the OPS Checklist subsection

 

It is possible to change the OPS Checklist sections order from the default to custom.

This can be done using the following steps:

  • Click on the

    icon to open the ‘Checklist Sections Order’ pop-up window

  • Use drag-drop to select the order of the checklist

  • Save changes

Once the changes are saved, the order of the checklist will switch to the custom, selected order, as per the below example:

cio_-_example.png

Checklist item description

 

Adding checklist item description

It is possible to add a Checklist item description that appears by the item in the Checklist.

 

In order to add the description you need to:

  1. Click in the ‘Description’ column next to the checklist item

  2. Add the description

  3. Save changes

Once the description is added, the cconf_-_description_icon.png icon appears in the Checklist, next to the item status.

Hovering the mouse over the icon displays the tooltip with the description

cconf_-_description_in_checklist.png

Checklist Section

When clicking on a section defined for a particular Checklist Item in the ‘Checklist Section’ column there is a possibility to change it.

Checklist Change Section

For this purpose, the new section needs to be selected from the dropdown list in the ‘Change Section’ window.