Creating Tasks

Step-by-step guide

Select Operations > Scheduling > Scheduler. The Scheduler screen is displayed.
Modify the filters and views to suit your requirements.
Select the required date period using the date picker.

The Scheduler for the selected period is displayed.
Select the preferred view for the selected date period. In the example below, the Timeline view is selected with a Single Day zoom and is grouping the tasks by Aircraft.
Double-click on the required date/time in the scheduler to create a new task. The Create Task dialog box is displayed.
Complete the fields on the Task Details tab.
Select the Resources tab. The required resources for the task type are displayed as set in the task type setup.
Assign the required resources to the task by clicking on the Not Allocated! button. The Select Resource dialog box is displayed.
Select the required resource from the Name drop-down list for personnel and the Registration drop-down list for aircraft. Further information about the selected resource is displayed.

Only resources matching the task resource requirements (endorsements, recency, departments etc.) are displayed in the drop down list. Resources not meeting the resource requirements can be selected by typing the resource name into the drop down list.
Click [Set Resource]
Select the Leg Details tab if legs are required for the task. Alternatively, if legs are not required proceed to Step 13.

The Leg Details tab is only displayed if the ‘Track Flight Leg Data’ option is selected in Manage > Setup… > Flight Records.
Complete the fields on the Leg Details tab.
Select the Recurrence tab.

If the task occurs only once, do not complete the Recurrence tab and proceed to Step 16.
Complete the fields on the Recurrence tab.
Click [Create Recurrence]. The new recurrence rule is displayed in the Recurrence Rules pane.
Select the Notifications tab. The Default Schedule Notifications settings for the task type are displayed.
Enter the required notification window for the task in the Notification Window field. Enter the number of hours before the task is scheduled to begin, where the email alert should be generated. The notification is only sent if the task does not meeting one or more of the resource requirements.
Select the time zone corresponding with the location of the task.
Select the personnel that must be notified for this task if the task requirements are not met from the Personnel to notify via Email drop-down list.
Select the Review & Save tab. The Additional Information (if applicable) and Resource Validation panes are displayed.
Review the Additional Information pane. This pane contains the list of required custom fields contained on the Additional Information tab which are incomplete.
Review the Resource Validation – Resources pane. Click the resource name to display the resource details (Roster Data, Recency Information, Experience, etc.).
Review the Resource Validation – Task Rules pane.
Review the Resource Validation – Rostered pane.
Review the Resource Validation – Overlap pane.
Review the Resource Validation – WP (Work Practice) pane.
Click [Save]. The Create Task dialog box is closed and the task is displayed in the scheduler.