How to create Timesheet Recency Items

Recency Items can be linked to specific actions or qualifications achieved during a flight. Timesheet Recency Items allow these to be updated automatically from the flight record, eliminating the need for double entry.

1. Go to Site Setup > Operations > Training > Recency Setup. 
   
   
2. Click on the Add button on the right side of the page.
   
   
   
   

3. In the new window, select the Timesheet Item radio button.
   
   
   
   
   

4. Enter the details of the Timesheet Item:
   
   

   • Name – The name of the Recency Item that will display on the Recency page.

   • Department – Select the Department the Recency Item applies to.
     Note: Timesheet Recency Items only work with Departments marked as "is Pilot" and "is Crewman".

   • On-Type Recency – Allows you to record 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 – Enter the number of times the Recency Item must be completed within the specified period.

   • Period – Enter the validity period for the Recency Item and select either Days or Months.
     Leave blank if it only needs to be conducted once.

   • Caution – Enter the number of weeks before expiry that 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.

   • Update Item (Non-Cascading) – Select another Recency Item to also be updated with the same record. This will not update its Parent Item.

   • Default – Choose the default status:

     • Required – Must be completed.

     • Optional – Can be completed.

     • Hidden – Will not show or be required.

   • Contacts – Select the Contacts responsible for this Recency Item.

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

   • Link to field – Select the Timesheet (Crew Details) field that will trigger the Recency update.
     

5. Click OK to add the Item.
   
   The item will now appear within the Recency Setup page under the relevant Department chosen.