Message Center / FrontDesk Menu
| Quick Guide for Flight Staff | Back Forward Print this topic |
Welcome
Your organization has made the decision to use the MyFBO online scheduling and aviation information management system. This system will provide many benefits to your employer and your customers. There are also benefits for you as flight staff:
Getting Started
You will be provided with login information by the administrator of your MyFBO system. You will most likely gain access to the system from a link on your organization's website.
The first time you log in to the system, you'll use a temporary password. You will immediately be required to create a new password that will be known only to you. For system security, it is important that you keep your login and password private. Every action you take in the MyFBO system is tracked by your unique identification, which is helpful in determining who scheduled a student, changed a reservation, canceled a flight, etc.
After you've changed your password, you'll be asked to review and update your personal information. Please take the time to do this thoroughly. It is essential that you have a valid Primary E-mail address in your information. Your e-mail address in the system is used to send various notifications and informative e-mails from your organization. Your Primary E-mail address is also your primary login code. If you ever forget your password, the system will offer to send a new password to you ONLY if you have a primary e-mail address on file.
After you've updated your personal information, you will arrive at the main page in your MyFBO system. All staff users land on this Message Center page, with the FrontDesk menu active (see example screenshot below).
Message Center / FrontDesk Menu
System Navigation
It is important to take some time to explore and become familiar with the menu system and functions. For a general overview of the menus and how to use them, please read the following linked document:
The menu you see when logged in to the system may not be exactly the same as the menu of a co-worker. This is because your menu is specifically suited to the tasks that you perform, and is customized based on access levels granted to you by your System Administrator. Typically flight staff will have the following menu tabs:
Each of the links above opens a new window containing a short document about the possible options found on that menu tab. The options available to individual users vary due to the security level of the user and the system options in use by your organization.
Flight Staff will typically spend the most
time using the Home Tab, FrontDesk Tab, and Schedules
Tab. Start your exploration of the menu tabs by clicking on the Home Tab.
Review Personal Menu and Personal Reports. Options found on these
menus are important for flight staff. Also notice that many of the options on
these menus have
small question mark icons (
)
next to them. Clicking on one of these icons will open a related help document
or quick e-learning.
Home Tab / Instructor
Be sure to update your contact information on the Personal Menu:
Every system user of MyFBO has a customer record in the system. Your customer record holds your login information (e-mail address, short login code, password) as well as other general information. The e-mail addresses in your customer information record are used to send you information about your personal flights as well as broadcast e-mails sent out from your organization to staff and/or all system users. The contact data in your customer record is not shared with other customers.
As flight staff, you are also considered a "resource" in the MyFBO system, which means your services can be scheduled. This means you also have a resource record in the system. Your resource record holds contact information that is shared with the customers of your organization. The e-mail addresses in your resource record are used to send you information about your schedule as a flight instructor.
You should always keep your contact information updated in both your
records. Your two records are connected by the system. The same login
gives you access to both parts of the system so you can perform your
professional tasks as flight staff and access your options as a customer. Logging in as a customer also gives you a view of how
other customers see and
use the MyFBO system. To get access to the customer side of the system,
use the link at the bottom of your Personal Menu page, or hover over the Home
Tab with your mouse and select Log In as Customer. To log
back in to the staff side of the system, click the refresh (
)
icon in the top right corner of the screen.
Learning to Use MyFBO
MyFBO has extensive online help documentation available. Any
time you are in a MyFBO system, you can use the blue question mark (
)
icon in
the system header to access the help system. You will also see throughout the
system blue and red question mark ( )
icons next to menu options. Clicking
on the blue will bring up the help document specific to that function and the
red will bring up an e-Learning for that function. If you don't find the answer
that you need,
you can also enter a support request via the Support Tab. There is
also always a small Enter Support Request link in the footer of the
system. MyFBO support staff are always happy to help if you have a question or
problem, so please do not hesitate to enter a support request.
A very helpful tool in learning to accomplish specific tasks in the system are e-learnings. e-learnings are pre-recorded, interactive tutorials that can be quickly viewed online. There are many e-learnings available within your MyFBO system from the Support Tab.
To get started with the basics that you'll most likely need to know as flight staff, please watch the e-learnings linked below.
Dispatch of a flight results in a printed form that can be carried on the flight to record the information needed for proper check-in of the flight on return.
Check-in is important. The information input during check-in provides for tracking of aircraft utilization, tracking of aircraft usage in relation to upcoming maintenance, tracking of staff flight and ground hours for payroll purposes, tracking of the same hours for customer billing purposes and time in type records.
After check-in, the system automatically opens a receipt / ticket for the customer with charges generated. It may or may not be your responsibility to finish the receipt and accept payment. If it isn't your responsibility, you should use the Finish Receipt Later link at the bottom of the receipt. Do NOT use the link to Cancel This Transaction as all data related to the flight will be lost.
Reservation / Dispatch Warnings & Blocks
MyFBO has a very thorough Qualification and Limitations checker. The Q&L checker evaluates the records of a pilot/student for proper qualifications before processing a reservation or allowing dispatch. Depending on the settings established by the Administrator for your system, the Q&L checker may allow, warn, or block scheduling, dispatch, or both if certain information is not on file or qualifications are not met (e.g., Customer is Current). After first setup with MyFBO, you may see many of these warnings until the records of your customers get updated. Whenever a reservation or dispatch is blocked, a manager can override the block. Printing out the list of warnings/blocks is a good opportunity to discuss with your customer/student what information is still needed for their record.
Customer records can be updated as needed by putting the customer In Focus and clicking the View/Update action.
Q&L Checker Example
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05/25/11 cli
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