Auto Run Mobile Trip Documents
This FOS feature allows you to set up a report (Tripsheet for example) so that it will automatically attach to a trip, email, or send to FOS mobile a specified number of hours prior to the trip departing (triggered by company settings below, and then each time you 'OK/Save/Close' the trip if those conditions are met).
1. Confirm Company Data is set up with the Auto-Run Mobile Box Checked and note the hours before departure. The Released, Briefed Trips, or Flight Plan created checkboxes are filters you can use. All checked conditions must be met by the designated time for the documents to run.
Auto Run Mobile Trip Document Reports for Trips Departing Within X Hours - This allows you to set up a report so that it will automatically attach to a trip or send to FOS mobile a specified number of hours prior to the trip departing.
Released Trips Only - The auto trip document will only generate for a trip that has been released.
Briefed Trips Only - The auto trip document will only generate for a trip that has been briefed.
Flight Plan Created Only -The auto trip document will only generate for a trip where flight plans have been generated.
2. The Interface Manager user needs to have read access to Scheduling Trip Information, at a minimum.
3. Mark the IMU User’s login to open Operations from the Login Window. FYI- Some reports require the Operations Board to be opened to run correctly. This step is to ensure ALL reports will run smoothly. Note: This step is only required for versions lower than 3.11.7
4. Log in as the Interface Manager User (the Operations Board should automatically open) and confirm the desired reports are set up under the IMU User with the Document type marked with a code that will display Mobile and the Export to iPad marked.
With this setup, FOS will generate the documents for the trip and submit them to the iPad devices as well as save a copy inside the trip in FOS. You will also see that with any changes that are made after the initial automated report has been submitted, they will be updated and inside the trip and the previous versions will be marked inactive.
*** IMPORTANT NOTES that could prevent this from working properly ***
1) Be cautious about selecting reports to auto-run that require a user to respond to prompts. This may hang up the process/interface since those prompts are not getting answered and the report won't generate without. However, some reports with prompts will generate properly and ideally, the automation selects the defaulted option for each prompt.
2) Be mindful of the reports that are selected to auto-run. For example, if it is a passenger report that will not generate without passengers listed, this could also hang up the process/interface. Another example might be trips with no itinerary, and trying to run reports that require legs.
3) Make sure there are no hidden reports with a DOC TYPE selected in the background unless you are aware of them and they are set up and running properly.
4) Information on the right side of the report setup is user-specific, so make sure that this is set up as desired within the interface manager user.
5) Best practice would be to make sure all the reports work properly without manual input (or defaults selected) before selecting them to auto-run, and on various trip types (i.e. trips with no itinerary). This includes not setting up reports that have parameter questions.
6) If your operation has a large number of trips scheduled per day, and users are actively accessing and saving those trips throughout the day and within the period set in the company data, this could significantly impact the performance of the interface manager trying to cycle through all those automated trip reports. It is recommended that you only set up a minimum number of documents/reports to run and reduce the time before a trip to as close as possible to departure.
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