Adding an instructor or staff member
How to add instructors and staff, and record the qualifications the scheduler reads.
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Add an instructor or staff member under Instructors. Recording their qualifications is what lets the scheduler know who may teach what, so it is worth doing properly rather than leaving for later.
Add the person
- Open Instructors.
- Choose Add person.
- Enter their details and their role.
Adding someone and giving them a login are separate steps. See Inviting someone to log in when you want them to sign in.
Record their qualifications
An instructor's privileges, ratings and currency are data the eligibility engine reads. Record:
- Ratings and instructor privileges, with expiry dates.
- Medical and licence validity.
- Any type or class limitations.
Once these are in, the scheduler enforces them automatically. A booking that needs a privilege the instructor does not hold, or one that has expired by the day of the flight, is blocked with a reason rather than caught later.
Keeping it current
Expiries appear on the dashboard's Action Required list as they approach, so currency stops being something you have to chase in a spreadsheet. Update a qualification and the schedule respects the new state from that point on.