post mission review checklist setup - zendesk · pdf filepost mission review checklist setup:...

POST MISSION REVIEW CHECKLIST SETUP:

Version 1 28 Nov 2016 1

The following instructions have been created to assist the customer in the Setup and creation of the Post Mission Review checklists. All user’s should refer to specific Majcom guidance as it applies to the creation and administration of the Post mission Review processes.

Settings are hierarchical, same as TBT. HQ AMC will “own” most of the tasks, and local units can add their local requirements to their checklists. Select the unit that will control the task you’re creating.



This is the summary screen of created tasks. Again, very similar to TBT Tasks. Note there are two tabs: Checklist Items and Checklist Templates. Items are the specific tasks that need to be completed, and Templates are a collection of those items, specific to unit and mission type being reviewed.

TO CREATE A NEW CHECKLIST ITEM:

Before creating a new item please make sure that the item does not already exist in the database. If an item already exists it should be used instead of creating a new duplicate item. If the existing item is incorrectly scoped, the scope can be changed to make it available to other units or organizations. Setting the correct scope is essential to using the PMR module.

Edit Buttons



1. Name: This is the recognizable name of the item. 2. Organization: The ORG responsible for the item. 3. Scope: Units/crew positions to whom the item will apply 4. Version: Use standard YYYY.V.R format. (Year, Version,Revision. i.e. 2016.1.0) 5. State: Status of the item. Design, Active, Retired 6. Item Text: This is what will appear on the item when it is applied to a template 7. Description (Optional): Description of the item 8. URL: You can link the item to a specific AFI or web page by placing the URL here. URL has to be accessible to

everyone who will use this item. 9. Reference: The governing AFI or operating procedure that covers the item. 10. Actions: This will enable the selected item to be accessed via a button when this item is being worked on a

checklist. 11. Subitems: Sub tasks that need to be completed in order to finish the item. NOTE: Adding a subitem is the same

as adding a main item. URL and actions are individually configurable for each sub item.

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Set the item to ACTIVE or it will not be available for selection to include in a checklist.

Select OK which act as the SAVE button, this will add the item to the Item Picker for inclusion in a checklist.



The item now appears on the Checklist Items display, with a summary of it’s attributes.

CREATING A NEW CHECKLIST TEMPLATE

Click on the Checklist Templates Tab

A new window will open refer to the image on page 6



The Name, Version, Owner, State and Scope selections at the top are standard.

Selecting Signatures will open the following dialog:



On this window, you can select the crew positions which will be required to sign off the mission review paperwork. Typically, every crew position on the aircraft will have to sign.

In this case, KC-10 crewmembers have been selected. Use Ctrl+click to select multiple crew positions. A checkmark in the required column indicates that this crew position is required to perform a function during mission review. Use the blue Up/Down arrows to arrange the crew positions as desired, then select OK.

This is the completed header information for this test template. You can create a template for each unique mission type, for example one for Local Flights, one for Cargo Missions, one for Exercises or Contingencies or any other unique requirement. By using custom templates you won’t have to manually edit requirements while going through the mission review process.



The area below the header information is for selecting and arranging tasks to be completed during the PMR process. It is broken up into three areas, “Required Template Items,” “Available Template Items,” and “Optional Template Items”

Items must be moved individually, and will disappear from the Available Checklist Items area when they are included in the template. Each item can only be used once per template.

To add a Template Item, select it in the Available Template Items pane, and use the arrow buttons to move it to either the Required Template Items or the Optional Template Items area.



After editing the template, set the State to Active, and Save the template.

The template will now be available for use.

To conduct a Post Mission Review:

Open Post Mission Review Management from the Ops Manager

To start a new review, select Create. You can also view other reviews in progress.

This box will appear. Enter the appropriate information to begin. GTIMS will find all associated documentation for inclusion in the review.

If you select “Finish,” GTIMS will open the package to review. To select data to be reviewed, or to add information, select Next. For this demo we’ve selected Next so you can see the options.

If you select “Finish,” GTIMS will open the package to review. To select data to be reviewed, or to add information, select Next. For this demo we’ve selected Next so you can see the options.



Select the type of checklist to use. You can have several iterations of the checklist based on mission type or other parameters.

Select the mission to be reviewed.

Verify the crew is correct. You can add or delete crewmembers. Designate an Aircraft Commander.

This is a summary of Dotsheet information for each crewmember. You may either add or delete a Dotsheet item in this step.



The upper pane shows status and details of the review.

This summary screen will display information about the mission being reviewed. Select Finish to start the review. This will open the PMR checklist screen.



The center pane shows checklist items. You will check them off here when they are complete. Checklist items are categorized by Mandatory and Optional items. You can configure them for your unit.

The lower pane contains a message window to alert you to potential issues.

Double-clicking on a checklist item will open an Item Details dialog box. It displays information about that item, and contains a link to the document being reviewed. In this example (see below) the dialog allows you to open the Flight Authorization from within the checklist.



The toolbar gives you the ability to do certain things during the PMR process. You can add checklist items, make up ad-hoc items, edit documents or attachments, and view various reports or documents. Once

Selecting the document button will open that document.

The progress bar indicates how many of the items have been completed, there is one bar for Mandatory and one for Optional items. As you check the items as complete, the progress bar will update.



Select the Signatures button to sign off the PMR process.

On the Signatures dialog box select the “sign” symbol associated with your crew position. Signatures can be accomplished in any order, but they must all be complete before submitting the completed PMR checklist.

The Authentication dialog will open. On the CAC tab, enter your CAC PIN to affix your signature. All signatures do not need to be accomplished at the same time, users may do their portion of the PMR as they have time.

The name, rank and date signed will appear in the signature dialog. When all required signatures have been accomplished you can submit the PMR checklist.



Select Manage States from the toolbar.

Select Submit.

Select Complete



Document History and Version Control Record

Version Version Date Amendment Details Reviewer

1 28 Nov 2016 Tash, Tracy S CTR USAF AETC/A5TS

Select View Validations to see that all items have been completed correctly.

Select View Checklist Report to get a printable copy of the signed checklist.

post mission review checklist setup - zendesk · pdf filepost mission review checklist setup:...

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