How to Manage Multiple Bases
In this tutorial, I will show you how to manage multiple bases in-depth. If you have a multi-base operation you can assign students, instructors, staff, and aircraft to a base or several bases. This will allow you to control operations per base and allow you to set up access to information related to a base or bases. You can define and edit the bases for different purposes. A user must also have the corresponding Roles and Privileges to be able to manage multiple bases. So let's get into it and I will show you.
CREATE NEW BASES / DEFINE A BASE PER AIRCRAFT: (0:39)
First, let me show you how to create bases per aircraft.
To define the main base and a temporary base per aircraft:
First, log in to your account and click on the Aircraft Module.
When you select an aircraft, you can see the details of the main base and the temporary base in the aircraft information box.
If you want to add or edit the bases, just select an aircraft, and click on the pencil icon on the top right-hand corner of the page.
You can define the main base, the temporary base, and the period of time the aircraft will be at the temporary base.
IMPORTANT: This is how you create new bases that you can see across the different modules.
DEFINE A BASE PER USER: (1:31)
You can define a base per user in the Users Module.
1. Go to the Users Module.
2. Select a user.
3. Click on the Edit icon, the little pencil on the top right-hand corner of the page.
4. You can define the main base, temporary base, and the period of time the user will be at the temporary base.
5. Don´t forget to save.
DEFINE A BASE PER CLASSROOM: (1:54)
You can also define a base per classroom in the Schedule Module.
1. Go to the Schedule Module.
2. Scroll down to "Classrooms".
3. You can add a classroom by clicking on the add classroom button or edit by clicking directly on a classroom.
4. Add or edit the name and location in the "Edit classroom" window.
5. The location will create a base that you can use for filtering.
6. Click “Ok” to save the changes.
MANAGE THE BASES IN THE SCHEDULE MODULE: (2:23)
Now that you have assigned your aircraft to a base you can manage your bases on the Schedule.
Let's see how it works.
Go to the Schedule Module and click on the filter icon on the top right-hand corner of the Schedule page.
Here you can edit the filters and select the base or bases you would like to view. Please be sure to check your other filters to make sure you are filtering the desired information.
To make this easier for you, you can also save Smart Filters. That way you can save many different filters to easily and quickly access the filters that you want in just a few clicks.
IMPORTANT: If you select one or more bases, the aircraft and instructors that do not have any base assigned will not be displayed.
For more information on Smart Filters, please watch the tutorial Smart Filters for Schedule.
MANAGE THE BASES IN THE FLIGHTS MODULE: (3:11)
You can define what base(s) you want to view by selecting the filters.
1. Go to the Flights Module.
2. Click on the Filter icon in the top right-hand corner of the page.
3. Pick the base or bases you want to view.
IMPORTANT: If you select one or more bases, the aircraft and instructors that do not have any base assigned will not be displayed. It is possible to not filter by bases, just uncheck all the bases and leave them blank.
4. Don’t forget to save.
FILTER BY BASES IN THE REPORTS MODULE: (3:42)
Defining a main base for the aircraft and users also allows you to filter the information you view in the Reports Module.
These are the reports that allow you to filter by base:
- All Bookings
- Flight Hours
LIMIT THE BASES VIEW IN THE SCHEDULE/FLIGHTS/AIRCRAFT/USERS MODULE: (4:06)
You can also limit the bases each role can view. Let me show you how:
1. Go to the Users Module.
2. Click on the Roles and Privileges icon on the top right-hand corner of the page.
3. Select a role from the drop-down list.
4. Select the Schedule tab from the menu on the top of the window.
- By default, the user will view all bases. Select the base or bases you want each role to be allowed to view.
- You can limit the base(s) in each role can view by repeating these steps and alternatively selecting them from the Flights, Aircraft, or Users tab from the menu on the top of the Roles and Privileges window.
A user must have the corresponding Roles and Privileges to be able to manage multiple bases. To learn more about the Roles and Privileges in these modules, please watch the following tutorials:
- How to Manage the Roles and Privileges for the Schedule Module
- How to Manage the Roles and Privileges for the Flights Module
- How to Manage the Roles and Privileges for the Aircraft Module
- How to Manage the Roles and Privileges for the Users Module