How to view Recency Items on the Setup page

The Recency module in Air Maestro assists in monitoring both regulatory and organisational compliance, helping your team remain current with necessary recency items. On the Recency Setup Page, you can manage and review recency items for personnel, aircraft, or the entire company.

To view Recency Items that currently exist on your Air Maestro site:

1. Select Site Setup > Operations > Recency Setup.
   
   

2. By default, the Personnel Recency Items tab is displayed. To view Aircraft Recency Items or Company Recency Items, click the respective tab.
   
   
   
   
   

3. If you are viewing Personnel Recency Items, select the required department from the drop-down list:

   
   
   When a Recency Item belongs to one department only, it will show under that Department's page.
   
   The General department, however, contains Recency items shared across all departments (global) OR those that have been allocated to more than one department.
   
   
   • • In the example below, Induction is a global item (it does not list any specific departments in the bracket), while the Drivers Licence is allocated to three different departments listed in the bracket.
       
       
       The reason for the latter is so that the setup is managed only through one page, not three different ones.
       
       

4. To view details of a specific Recency Item's setup and make possible changes to it, click on the pencil icon in line with the Recency.
   
   
   
   The new window will open, allowing you to view the details. 
   
   

   • Name – The name of the Recency Item

   • Department –The Department the Recency Item applies to.

   • On-Type Recency – When checked, it records the Aircraft Type the Recency record was conducted on (automatically ticked for all Timesheet Items).

   • Type Specific – Creates a copy of the Recency Item for each Aircraft Type listed on each user's Endorsements page.

   • Target Count – Specifies the number of times the Recency Item must be completed within the specified period.

   • Period – Specifies the validity period for the Recency Item in either Days or Months.

     If blank, the item only needs to be conducted once.

   • Caution – The number of weeks before the expiry date when users and Contacts will receive a warning.

   • Update Parent Item (Cascading) – Automatically updates the Parent Item of this Recency Item when it’s updated.

   • End of... – Offsets the expiry period to the end of the Month, Quarter, Third, or Year that the expiry date falls within.

   • Link to Field (Timesheet Items only)– This setting allows you to select a Timesheet (Crew Details) field that will trigger the recency update whenever a specific value is entered in that field.

   • Update Item (Non-Cascading) – Updates another Recency Item when this Recency gets completed.

   • Default Status – Specified default status of the recency.

     • Required – Must be completed.

     • Optional – Can be completed.

     • Hidden – Will not show or be required.
       The status can be changed individually on each user's Recency Page.

   • Contacts – Contacts are the personnel who oversee the item and receive notifications when users approach or reach expiry.

   • Documentation Type – This setting determines how documents are associated with the Recency Item. There are two options:

     • File Upload: The user uploads a file directly to the Recency record when updating it.

     • Link to Repository: Allows sharing a link so crew can upload documents to an external repository, such as SharePoint.

     
     
     If you make any changes, click OK at the bottom of the dialog box to save them.