Holdshort.com Pilot's User Guide
Table of Contents
1. Introduction
2. Creating a User Account
2.1 Self-Registration
2.2 Accepting an Invitation from an Organization
3. Searching and Joining an Organization
3.1 Joining by Invitation
3.2 Joining by Sending a Request (for Registered)
3.3 Joining by Sending a Request(for Unregistered)
3.4 Pending Requests
4. My Dashboard
4.1 Notification Area
4.1.1 Expiration Notices
4.1.2 Invitations
4.2 My Organizations
4.3 My Agenda
5. Managing Personal Information
5.1 Documents
5.2 Certificates
5.2.1 Pilot Certificate
5.2.2 Medical Certificate
5.3 Endorsements and Flight Reviews
5.4 Settings
5.5 Instructor's Schedule
6. Calendar
6.1 Creating Event
6.2 Editing Event
6.3 Cancelling Event
6.4 Checking-In/Out Events
6.5 Cancelling Check-Out/Check-In
6.6 Filters
6.7 Color Coding of Events
6.8 Waiting List
6.9 Month View
6.9.1 Creating Event
6.9.2 Editing Event
6.9.3 Canceling Event
6.9.4 Dragging Events to Different Days
6.10 Week View
6.10.1 Creating Event
6.10.2 Editing Event
6.10.3 Cancelling Event
6.10.4 Dragging Events to Different Days
6.11 Day View
6.11.1 Creating Event
6.11.2 Editing Event
6.11.3 Cancelling Event
6.11.4 Time Zones
6.11.5 Dragging Events to Different Days
6.11.6 Day View Specific Settings
6.12 Pilot View
6.13 Weight, Balance, and Aircraft Seats
Holdshort.com Administrator's User Guide
Table of Contents
1. Introduction
2. Organization Set-Up
2.1 Setting up a New Organization
2.2 Setting Up your Organizational Information
2.2.1 Organization Information
2.2.2 Organization Settings
2.2.3 Organization Calendar Settings
3. General System Navigation
4. Locations
4.1 Adding Locations
5. Adding & Managing Resources
5.1 Adding Aircraft, Instructors & other Resources
5.1.1 Adding and Setting up Aircraft
5.1.2 Adding Instructors
5.1.3 Adding Simulators
5.1.4 Adding Custom Resources
5.1.5 Managing Weight and Balance
5.1.6 Aircraft Seats and Passengers
6. User Management
6.1 Adding Pilots and Other Users
6.2 User Roles
6.3 Modifying Roles
6.4 Viewing and Updating User Information
6.5 Setting Organizational Flight Reviews
6.6 Sending Organizational E-Mails
6.7 Instructors' Availability
6.8 Deactivating (and Activating) a User
7. Scheduling Module
7.1 Adding a Reservation
7.2 Reservation Types (including Maintenance)
7.3 Modifying an existing Reservation
7.4 Checking Events Out and In
7.5 Day-View
7.5.1 Day-View Settings
7.5.2 Adding a Reservation in Day-View
7.5.3 Drag/Dropping a Reservation
7.6 Month-View
7.7 Week-View
7.8 Pilot-View
7.9 Custom Event Color-Coding
8. Maintenance Management Module
8.1 Adding & Editing Aircraft Inspections
8.2 Managing Aircraft Discrepancies
9 Billing and Reporting
9.1 Reports
9.2 Billing and Payments Module
10. AOPA Curriculum Integration

9.1 Reports

The system provides a capability to organize almost all your organization data into reports. You can use one of the templates provided by the system or create one yourself. To generate a report:

1. Go to your organization Dashboard

2. Find Reports in the organization menu list

3. Select a template report or create a new one by clicking the corresponding icon.

4. Select the Columns you wish to be displayed, filters to narrow down the results, and grouping.

5. Afterwards, you can both save the report as a template for future use and export it into an excel spreadsheet by pressing the corresponding buttons.

Table of Contents

9.1 Reports