Endorsements can be used in two ways.
1. Record Keeping
2. Policy Enforcement
Configure Bookable Policy Enforcement Settings
There is a setting at the bookable resource level that controls whether or not the endorsement policies will be validated during the reservation process. In order to use endorsements for policy control, this setting must be checked.
1. Edit the bookable resource.
2. Click the Policies tab.
3. Check the Validate Endorsements setting.
4. Save the bookable.
To create an endorsement, you must first define some endorsement types.
Endorsement Types
Endorsements are based upon Endorsement Types which control the validity rules for the Endorsement. Endorsement Types must be configured by an administrator prior to using the Endorsement feature for policy control.
Restrict Access to Bookable Resources
The Endorsement Type may be used to create a policy restriction at the Bookable resource level.
1. Click Menu -> Bookables -> Bookables Listing
2. Browse to the bookable resource that you wish to restrict.
3. Click the Policy Control tab.
4. Click Configure to configure the endorsement requirements for the bookable resource.
Create an Endorsement
Endorsements can be created from the main Endorsements screen, or from the Client profile page.
If Require Image is configured for an Endorsement Type, an attachment file will be required when new endorsements are created.
If Require auth is configured for an Endorsement Type, an administrator or manager will be required to create endorsements of this type. The Entered By field must be completed when new endorsements are created.
If Expires is configured for an Endorsement Type, the Expiration Date field must be completed when new endorsements are created.
Endorsements must be assigned to a client, and will be shown on the client profile page.
Only administrators and flight instructors will be able to edit or delete endorsements.
Expiring Endorsements
Endorsement Types that expire will require an expiration date to be entered when an endorsement is created for a client. The client will be notified in their profile if they have expired endorsements.
WARNING: If the expiration requirement for an Endorsement Type is changed after endorsements have already been created that reference the Endorsement Type, the pre-existing endorsements will be set to expired.
Signing Endorsements
When the Require Signature feature is used, the endorsement will not be valid unless it is signed by a user using the ink style signature feature. The user will be prompted for the signature when adding the endorsement.
Signature required endorsements may be saved without the signature. This work flow allows administrators to log endorsements on the client's account to be signed later by an authorized person. Signature required endorsements that are saved with missing signatures will be invalid and shown with an appropriate error message.
Click the Signature is required error message to sign the endorsement.
The signing permission is controlled by the Requires Authorization setting. When the Requires Authorization setting is enabled, only authorized admin/manager/instructor users will be permitted to certify the endorsement with a digital signature. When the Requires Authorization setting is disabled, clients will be able to self-sign the endorsement.
Auditing or Deleting Endorsement Signatures
Signatures will be logged with the endorsement and may be deleted by an administrator. Click the endorsement and Signatures tab to view and control the signatures.
Scenario: Signed Rental Agreement, Required for All Customers
A rental operator requires all customers to sign a rental agreement before being allowed to create reservations on any aircraft.
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Create a new endorsement type titled: Rental Agreement. The Requires Authorization means that only administrators or managers will be able to create endorsements for clients using this endorsement type.
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Click Save, then assign the renter tag to the endorsement type configuration.
NOTE: any tag or number of tags may be assigned to the Endorsement Type.
Clients tagged with the same tag as an Endorsement Type will be required to have a matching Endorsement or their access will be restricted.
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Assign the matching tag to existing clients. Edit a client profile and enter the tag.
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Configure Settings so that all new clients will automatically be assigned the renter tag.
Finished! All new clients will receive the renter tag, which matches up with the renter tag that was assigned to the Endorsement Type. This will require all new clients to be given an Endorsement by an administrator or manager, verifying that they have signed the rental agreement.
Scenario 2: Usage Based Endorsement for Make/Model Checkout
- Create an Endorsement Type titled: Cirrus Currency
- Enable the Expires based on usage and Usage Limit settings when creating the endorsement type. Set the Usage Limit to 90 days.
Assign the endorsement to every Cirrus aircraft in the fleet.
Clients will now be required to have a recent usage on the Cirrus aircraft within 90 days from the current date, otherwise their endorsement will expire.
Endorsement Action Required
When a required endorsement is missing from a client profile, or when an endorsement is expired or missing a required signature, the endorsement is considered invalid. An alert style notification will appear on the client profile view, the home screen and the clients listing. Click the required endorsement to review the endorsement and take the appropriate action.
Endorsement Action Required on the Home Screen
When invalid or expired endorsements are detected, an alert will appear on the home screen.
Endorsement Action Required on the Client Profile
Endorsements requiring action are alerted on the client profile view as shown, allowing managers and/or the client to take the corrective action.
Endorsement Action Required on the Client Listing
On the client listing, a red alert icon will be shown when expired or invalid endorsements are detected on the client profile. Click the icon to reveal more details.
