Contents:
- Introduction
- Creating a Bulletin Board Message
- Creating a Calendar Item
- Changing/Updating a Calendar or Bulletin Board Message Item
- Deleting & Displaying All Calendar/Bulletin Board Items
- Linking Calendar Items to Orders
Introduction
FBO One offers a convenient text field (in blue below) at the top-right side of the planboard for quick and easy note-taking. This field allows users to create messages that can be assigned to either the calendar or the bulletin board.
Calendar Items (In red above)
Calendar items can be assigned a specific date and time and can be linked to orders if necessary. These items are listed chronologically and provide status and planning information. Users have the flexibility to configure the states of calendar items.
Bulletin Board (In green above)
The Bulletin Board serves as a notepad for general items that are meant to be seen by all users.
Subdividing Messages
By categorizing items into different categories such as OPS, VIP, RAMP, FUEL, etc., messages can be made visible to specific user roles. For instance, RAMP employees may not need to view VIP items on their Bulletin Board/Calendar, and vice versa.
Creating a Bulletin Board Message
To create a bulletin board message:
- Type the message directly into the field above the bulletin board (top right).
- Use the drop-down menu to select the 'Bulletin Board' category you wish the message to appear on.
- Click 'Create'.
4. The message will now appear on the bulletin board.
Creating a Calendar Item
To create a calendar item (e.g., a phone message):
- Type the note directly into the blank text area in the top right-hand panel.
- Select 'Ops Calendar' to add the item to the Calendar.
- Add the appropriate date/time and status.
- Click 'Create' to finalize the message and add it to the calendar.
Changing/Updating a Calendar or Bulletin Board Message Item
The Calendar provides colored status indicators for each item. Users can update the status as follows:
- Click on a calendar item.
- Choose an option from the drop-down menu to update the status.
To edit a calendar or bulletin board item:
- Select the 'edit' option from the drop-down menu shown above.
- The 'edit' screen will appear.
- From the 'edit' screen, various options are available, including:
- Update the message text.
- Increase/decrease the message visibility. For example, whereby FBO One is used at multiple locations, the message can be set to 'All FBO Locations' so that it is seen by all
- Increase/decrease the message priority. The message can be set to Normal/Important/Critical. Increasing the importance to important add a red flag to the message, and critical will add a red warning sign.
- Changing the 'Category' allows the user to change where the message is shown, e.g. moving it from the 'Calendar' to the 'Bulletin Board'. The date/time for calendar items can also be updated in this section, as well as the status.
- Set the date for review or expiry. The contents of the message may need to be reviewed periodically; for example; a bulletin board message related to an aircraft registration that contains the AOC.
- The 'File' section, allows the user to upload a file attachment relevant to the message. There is an option to have the file attached to the outgoing invoice.
Example:
- In the below example, a calendar item was edited to change the importance to 'Critical' (red warning sign).
- The paperclip symbol indicates to other users that there is a relevant document attached to this message:
- To view or delete the attached document, click on the message and from the drop-down menu again click 'edit'.
- The attachments are accessible through a link
Deleting & Displaying All Calendar/Bulletin Board Items
To delete a calendar or bulletin board item:
- Click 'delete' from the drop-down menu.
To display all calendar items:
- Click on 'Show All'.
Filters can be applied to search for calendar items in the displayed list.
Linking Calendar Items to Orders
To link a calendar item to an order:
- Click on the calendar item.
- Choose the 'Link to Order' option from the drop-down menu.
- Select the order to which the item should be linked.
The planboard order will now show a clock icon to indicate a linked calendar item.
The Order will show the linked Calendar message
Separating an item from an order can be done by clicking the "unlink" button in the calendar item drop-down.
Notes:
- Users must have appropriate authorizations to add items to orders.
- After an order is transferred to the back office (Registered), all attached calendar items are removed from the OPS Order Grid and FUEL screen.
- Non-completed calendar items are displayed to alert the user.
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