How to Create Timesheet Recency Items

Many Recency Items refer to requirements or qualifications gained by performing particular actions during a flight, Timesheet Recency Items can be used to update these items automatically from their flight record to eliminate Double Entry.

1. Select General > Setup > Operations > Recency Setup. The Recency Setup screen is displayed
   
   
   
2. Click Add. 
   
   
   
   The Edit Item dialog is displayed.
   
   

3. Select the department the Recency Item applies to from the Department drop-down list.
   You can only create Timesheet Recency items for the Pilot and Crew departments.
   
   

4. Select the Timesheet Item radio button.
   
   

5. Enter the details of the Timesheet Item

   Name	The name of the Recency Item that will display in the Recency page
   Department	Select the department the Recency Item applies to (e.g. if the requirement this Recency is tracking is only for Pilots, select "Pilot")
   On Type Recency	Will allow you to record the Aircraft type the Recency record was conducted on (This is automatically ticked for all Timesheet Items)
   Type Specific	Will create a copy of the Recency Item for each Aircraft Type listed on the User's Endorsements page
   Target Count	Enter the number of times the Recency Item must be completed in the specified period
   Period	Enter the validity period for the Recency Item and select the Days or Months radio button (Leave blank if it is only ever needed to be conducted once)
   Caution	Enter the period (in weeks) from when contacts should be warned of the approaching expiry date
   Update Parent Item (Cascading)	Allows for the record updating of this Recency Item to update the Parent Item linked to it, and subsequently its Parent Item
   End of Month/Quarter/Third/Year	Offset the Expiry Period to the end of the month/Quarter/Third/Year the expiry date lands on
   Update Item (Non-Cascading)	Select a Recency Item to be updated with the same record as this Item (this will not update the Parent Item of the selected Recency Item)
   Default	Select the default status for this item as either Required, Optional or Hidden
   Contacts	Select the contacts responsible for this Recency Item
   Link to field	Select the timesheet field where the Recency Item should be updated. In the example below, the Timesheet item will update automatically each time the user enters a Night Landing in their flight records.

   
   
   

6. Click OK on the Item, which will now appear on the Recency page of all relevant Personnel