Skip to main content
Use this guide to run a full training flight workflow in FleetDesk, from creating the student and instructor records through confirming the posted PTR entry.
This workflow assumes your aircraft and PPL training program are already configured.

​
Add the instructor

1

Open People

Select People from the sidebar.People page with the People sidebar item highlighted
2

Start a new person record

Click Add person.People page with Add person highlighted
3

Enter the instructor details

Fill in the instructor’s name and email.Add Person form with instructor details fields highlighted
4

Set the instructor role

Select Instructor under Operational roles.Add Person form with Instructor role highlighted
5

Save the instructor

Click Add person.Add Person form with the Add person submit button highlighted

​
Add the student and PTR

1

Start another person record

Click Add person.People page with Add person highlighted for the student record
2

Enter the student details

Fill in the student’s name and email.Add Person form with student details fields highlighted
3

Set the student role

Select Student under Operational roles.Add Person form with Student role highlighted
4

Create the PPL PTR

In PTR, choose Private Pilot Licence.Add Person form with the Private Pilot Licence PTR field highlighted
5

Assign the primary instructor

In Primary instructor, choose the instructor you created.Add Person form with the Primary instructor field highlighted
6

Save the student

Click Add person.Add Person form with the Add person submit button highlighted for the student

​
Create the dual booking

1

Open Schedule

Select Schedule from the sidebar.People page with the Schedule sidebar item highlighted
2

Create a reservation

Click New reservation.Schedule page with New reservation highlighted
3

Choose the booking type

In Booking type, choose Dual lesson.New Reservation form with Booking type highlighted
4

Choose the student

Open the student search, search for the student you created, and select the student.New Reservation form with the student selector highlighted
5

Choose the aircraft and instructor

Select an aircraft and the instructor you created.New Reservation form with aircraft and instructor fields highlighted
6

Set the lesson time

Choose the start and end time for the booking.New Reservation form with lesson time fields highlighted
7

Save the reservation

Click Create Reservation.New Reservation form with Create Reservation highlighted

​
Dispatch the flight

1

Open the dispatch release

Open the release created for the scheduled flight.Dispatch release page with the next action highlighted
2

Sign as PIC

Open the release signing page, choose PIC, type the instructor name, confirm the attestation, and click Sign as PIC.Release signing page with Sign as PIC highlighted
3

Sign as student

Choose Student / Trainee, type the student name, confirm the attestation, and click Sign as Student / Trainee.Release signing page with Sign as Student or Trainee highlighted
4

Release the aircraft

Return to the release and click Next: Release aircraft.Dispatch release page with Next Release aircraft highlighted
5

Mark the aircraft landed

In Dispatches, click Mark landed.Dispatches queue with Mark landed highlighted
6

Enter actuals

Open the release, enter the engine times, flight times, route, briefing time, and flight hours.Dispatch release actuals form with Engine start highlighted
7

Mark the flight returned

Click Save & mark returned.Dispatch release actuals form with Save and Mark Returned highlighted
8

Close the release

In Dispatches, open Returned - Ready to Close, then click Close release.Close release dialog with Close release highlighted

​
Post the PTR entry

1

Open PTR drafts

Select PTRs, then open the draft for the completed flight.PTR drafts page with the draft link highlighted
2

Review the draft

Confirm the student, aircraft, route, and flight time.PTR draft review page with the review heading highlighted
3

Update the PTR details

Adjust the route, instructor comments, dual time, briefing time, and exercise marks.PTR draft review form with Route to highlighted
4

Post the draft

Click Post to PTR.PTR draft review form with Post to PTR highlighted

​
Confirm the PTR entry

1

Open the student's PTR

Open the student’s PTR record from PTRs.PTR records page with Open PTR highlighted
2

Confirm the flight entry

Confirm the new flight entry shows the aircraft, route, instructor, comments, and exercise numbers from the posted draft.Student PTR page with the posted flight entry highlighted
The instructor and student exist, the student’s PPL PTR is active, the dual booking is closed through dispatch, and the posted flight appears in the student’s PTR.