Initial setup

Initial setup

When you login to Crewdox for the first time, there will be no information inside of the system. Therefore we will now create a few entities in order to get started. 

Create a role

  1. Go to Settings - Roles, Locations, Departments
  2. Click the button "New R/L/D" in the top right corner of the page
  3. Give the role a name. For example Flight Crew
  4. Select if it is a Role, Location or Department. (Functionality wise there is no difference)
  5. Click Save
Now, a secondary pop-up will open and ask you to assign some records to the role. Since we have not added any records yet into the system, just click save.

Create a record

  1. Go to Settings - Records
  2. Click the button "New Record" in the top right corner of the page
  3. Give the record a name (Operator Proficiency Check) as well as a short name (OPC). Also change "Record valid for" to 6 months instead of the default value. (Other record settings are covered in a different article)
  4. Click Save 
Now, a secondary pop-up will open and ask you to assign a role or roles to the record. Add the "Flight Crew" role and click Save.

Add a Crew

Lastly we will add a crew member that will be connected to the record OPC via the role Flight Crew.
  1. Go to Settings - Crew
  2. Click the button "New crew member" in the top right corner of the page
  3. Fill in the mandatory fields that are marked with an *
  4. Click Save
Also here, a second pop-up will appear. Add the "Flight Crew" role to the crew member and click Save.

Update the record

There are many ways of updating a record in Crewdox, but here we will perform a manual update to begin with.
In the main menu, click on Crew. You will now see a list with one Crew member. Click on it and in the pop-up - click on the records tab.
Now, toggle the switch to see the missing record (Missing = Not yet updated)


When you click on the row with the record, a pop-up will open. From here you can give the record a performed date. A preview will now show what the system has calculated should be the new expiry date once you click Save. If you for some reason want a different expiry date than the proposed one, you can add it manually in the expiry date field. When you are done, click Save Dates.

The record will now be updated and not longer showing under missing records.



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