Getting started with requirements

This video explains how to create and edit requirements and how to add the requirements on programs and users

Setting Up Certificate Requirements in FlightLogger

This guide explains how to define and manage certificate requirements for students, instructors, staff, and renters in FlightLogger. Certificate tracking helps ensure compliance and provides clear visibility for both users and administrators.

Step 1: Create Certificate Types

To begin, you need to define the types of certificates your organization requires.

1. Go to Administration → Certificate types

2. Click Create certificate type

3. Enter a name (e.g. Passport, Medical, Radio License)

4. Select the type from the dropdown menu

5. Choose if the certificate:

   • Requires an expiry date

   • Requires a document upload

For example: (Same example as used in the video above).

• Medical (includes levels 1–2)

• Radio (includes levels 1–6; level 6 has no expiry)

• Passport (requires both expiry and document)

We recommend keeping the default warning settings when starting out. Once created, your certificate type will appear in the list and can now be assigned.

Step 2: Assign Certificate Requirements

There are three ways to apply certificate requirements to users:

1. Assign via Training Programs (for students)

To set up certificates that apply to all students enrolled in a specific program:

1. Go to Administration → Programs

2. Click Edit on a program (e.g. PPL)

3. Scroll to the Certificate Requirements section

4. Click Add certificate

5. Select a type (e.g. Medical) and minimum level (e.g. Level 2)

6. Click Add requirement again if you need to add more (e.g. Passport)

Once saved, all students in this program will inherit the certificate requirements.

2. Assign Individually to Instructors, Staff, or Admins

To set personal requirements:

1. Go to Users → Select user

2. Click Settings → Requirements

3. Click Add certificate requirement

4. Choose the required certificate(s) and any level

For example, you can assign a Flight Instructor License and Medical Level 1 to a specific instructor.

Tip: Hover over a user’s certificate icon to see where the requirement comes from:

• 🎓 Education hat = Program requirement

• 🔑 Key = Rental requirement

• No icon = Personal requirement

3. Assign to All Renters

To apply universal requirements for all renters:

1. Go to Administration → Renter requirements

2. Click Add certificate requirement

3. Select from the list (e.g. Rental Agreement)

If the certificate type is not listed, first create it under Administration → Certificate types.

For example, a Rental Agreement may require a document but no expiry date.

Step 3: Uploading Certificates as a User

Once a certificate is required, users will see a warning on their dashboard. They can upload the certificate directly:

1. Click Add next to the warning

2. Enter the expiry date

3. Upload or take a photo of the document

This process is the same for students, instructors, staff, or renters.

Summary

Certificates can include expiry dates and/or documents, and are validated via visual warnings and uploads within each user’s dashboard.