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

Instant Roles Assignment After Accepting a User

Now, you do not have to scroll the user list up and to down to find a member and assign him/ her a role after adding him/her to your organization. Once you click on the Accept button, an interactive box with all the available roles in your organization will appear. Add as many user roles and close the dialog.

If you do not want to add any roles, simply click on the Close button. As before, you can later modify roles assignment in the user list.

Table of Contents

Instant Roles Assignment After Accepting a User