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Rotorcraft CFI Special Emphasis Workshop A USHST TWG I nitiative

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Page 1: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

Rotorcraft CFI Special

Em phasis W orkshopA USHST TW G I nit iat ive

Page 2: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

Nick Mayhew

Philipp Wynands

Bob Jex ‐ Orlando FSDO ‐ FAASTeam

Page 3: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

Introduction and Scope

• RCFI Special Emphasis Program• TEM ‐ Philipp• FAA CFI Check Ride Feedback ‐ Bob• Questions and Discussion

Page 4: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

RCFI Special Emphasis Program• Based upon successful CFI Special Emphasis Program• Established 1998 – Orlando FSDO• Regular Special Emphasis Meetings

• Education Program• DPE & Pt 141 Schools Oversight• Reduced fixed wing accidents by 57% in 10 years

Page 5: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

THREAT AND ERROR 

MANAGEMENT

Page 6: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special
Page 7: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special
Page 8: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special
Page 9: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special
Page 10: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

� The aim of this presentation is to introduce the concept of Threat and Error Management to Rotorcraft Flight Training in order to assist Flight Instructors and Pilots in Training in their situation awareness and decision making before and during the execution of a flight

� Threat and Error Management (TEM): Is defined as the process of detecting and responding to threats and errors to ensure that the ensuing outcome is inconsequential, i.e. the outcome is not an error, further error or undesired aircraft state (UAS)

� The International Civil Aviation Organization (ICAO) require that Threat and Error Management (TEM) be introduced into all pilot training

Page 11: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

DEFINITION OF MANAGEMENT:

To PLAN, DIRECT and CONTROL

Threat and Error Management therefore considers first and foremost that THREATS, ERRORS and UNDESIRED AIRCRAFT STATES happen!

We just have to find a process to manage them…

Page 12: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

THREATS ERRORS

UAS

Page 13: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

� THREATS are events that occur beyond the influence of the flight crew, increase operational complexity, and must be managed to maintain the margins of safety.

� 3 types of threats: Anticipated

Unanticipated

Latent

Understanding what a threat is, and being aware of these threats enables the flight crew to both plan and execute the flight in a safe manner by selecting the appropriate countermeasure and achieving a safe outcome. 

Page 14: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

Anticipated ThreatsSome threats can be anticipated, since they are expected or known to the flight crew:• Thunderstorms / icing / wind 

shear and other forecast inclement weather

• Congested airport / heliport• Cross and/or downwind 

approaches/landings

• Outside air temperature / density altitude extremes

• Mass and balance• Forecast / known bird activity

Unanticipated ThreatsSome threats occur unexpectedly, suddenly and without warning. In this case, flight crews must apply skills, knowledge and attitudes acquired through training/experience:

• In‐flight aircraft malfunction

• Automation anomalies

• Un‐forecast weather / icing• ATC re‐routing, error, 

congestion, non‐standard phraseology

• Un‐forecast bird activity

Latent ThreatsLastly, some threats are not directly obvious to or observable by flight crews immersed in flight operations. These may by uncovered by Safety Analysis and include organizational weaknesses and the psychological state of the pilot/crew:• Organizational culture / changes• Operational pressures / delays• Complacency / fatigue• Over or under confident• Lack of recency• Lack of proficiency

Page 15: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

� ERRORS are actions or inactions by the flight crew that lead to deviations from organizational or operational flight crew intentions or expectations. Unmanaged or mismanaged errors, as with threats, have the potential to reduce margins of safety.

� 3 categories of errors: Aircraft handling Procedural

Communications

The objective of Error management is timely detection and prompt response which does not reduce the margins of safety in flight operations.

Page 16: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

Aircraft Handling Errors

• Manual handling of flight controls: vertical, lateral or speed deviations, inappropriate attitude or power settings’

• Systems, radio, instruments: incorrect use of cyclic trim, incorrect pressure setting, incorrect heading bug or incorrect frequency selected/dialed

• Operations: hovering too low or fast, failure to hold short

Procedural Errors

• Documentation: wrong weight and balance, fuel information, ATIS or clearance recorded

• SOPs: non‐compliance

• Checklists: from memory, items missed, checklist performed late or at the wrong time, wrong challenge and response (CRM)

• Callouts: omitted or incorrect• Briefings: omitted or items 

missed

• Risk Assessment: not commenced

Communication Errors

• Crew to external: missed calls, incorrect phraseology, transmitting while another call in progress, misinterpretation of instructions, incorrect read‐back, wrong clearance, taxiway or runway communicated

• Pilot to Pilot: miscommunication, tone of delivery, inter‐personal difficulties, mis‐interpretation

Page 17: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special
Page 18: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special
Page 19: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

� UNDESIRED AIRCRAFT STATES are flight crew induced aircraft position or speed deviations, misapplication of flight controls or incorrect system configurations, associated with a reduction in margins of safety. UASs that result from ineffective Threat or Error Management may lead to compromising situations and further reduce margins of safety in flight operations.

� 3 categories of errors: Aircraft handling Ground Navigation Incorrect aircraft configurationsManaging UAS means timely detection and recovery of aircraft to safe conditions.

Page 20: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

Aircraft Handling UAS

• Vortex Ring State• Loss of Tail Rotor Effectiveness • Degraded Visual Environment

• Vertical, lateral or speed deviations

• Unnecessary weather / airspace penetration

• Operation outside aircraft limitations

• Continued landing after unstable approach

Ground Navigation UAS

• Proceeding towards wrong taxiway or runway

• Wrong taxiway, ramp, pad or hold spot

Aircraft Configuration UAS

• Systems

• Flight Controls• Automation

• Engine

• Weight and Balance• Fuel

Page 21: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special
Page 22: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

Flight crews must, as part of the normal discharge of their operational duties, employ countermeasures to keep threats, errors and undesired aircraft states from reducing the margins of safety in their flight operation.

Page 23: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

ChecklistsChecklists

Briefings / Risk 

Assessment

Briefings / Risk 

Assessment

SOPsSOPs

Training StandardsTraining Standards

Countermeasures = Margin of Safety

Page 24: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

Training Standards and TEM?

Page 25: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

Old saying:

“Your student is trying to kill you!”

Page 26: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

New saying:

“I will manage the errors of my student progressively throughout his or her training so that his or her 

actions or inactions become no threat to the safety of any flight”

Page 27: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

TEM built into maneuvers:

� Airmanship

� Progressive Approach

� Errors managed within Training Standards

Example: Autorotations

Page 28: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

FAA‐P‐8740‐71 (2008):� “Currently, statistics for helicopter accidents/incidents

indicate the greatest exposure for an accident or

incident occurs during practice autorotations.”

� As an FI(H), you are the final safety factor aboard the

helicopter

� Before Flight, Training Site, Autorotation Phases

Page 29: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

FAA‐P‐8740‐71 (2008):� Progressive Approach aims to produce “building

blocks” of learning / teaching

� TEM aims to manage each building block and to move

forward only if a particular phase of learning has

occurred

� Most critical errors in Autorotation?

Page 30: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

FAA AC 61‐140 (2013) Para 4.d:“A review of NTSB reportable accidents and incidents

during autorotation training/instruction indicates that the

predominant probable cause is failure to maintain

RPM(Nr) and airspeed within the POH’s specified range,

resulting in an excessive and unrecoverable rate of

descent.”

Page 31: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

FAA AC 61‐140 (2013) TEM:

� Initial training should be at higher altitudes and over

several flight lessons with elements introduced

progressively

� Discuss Energy Management principles on preflight

� Begin with “straight‐in” and build up to “turning” or

180 degree autorotation

Page 32: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

Lessons preceding autorotation could include:

� Effects of Controls

� Attitude and Power Changes

� Straight and Level Flight, Turns, Climbs and

Descents

Page 33: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

Progressive Approach during the autorotation:

� Entry with student on cyclic only to observe large attitude change

required on entry (>1,500 feet AGL!)

� Then followed by collective (>1,500 feet AGL!)

� Then combined (>1,500 feet AGL!)

� Only 2‐3 repetitions to avoid fatigue and aid the learning process� If errors occur, and they WILL, FI(H) takes full controls at height

Page 34: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

EHEST Training Leaflet HE8:

The Principles of Threat and Error

Management (TEM) for Helicopter Pilots,

Instructors and Training Organisations

Page 35: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

Bob Jex, Orlando FSDO

Page 36: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

Common

Practical Test

Weak Areas

Topics from

Disapproved

RH

Check Rides

WATS / HATS Conference

Robert Jex, FPM

20 Apr 2016

Page 37: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

Overview

• Defining “Weak Area”

• Orlando testing stats since Apr 2015

• Historically weak areas

• Weak areas observed within last 12

months

• Managing weak areas

• Advent of ACS

37

Page 38: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

References

• DPE Feedback Reports

• IACRA

– Notices of Disapproval

– Rolling 1-year database

38

Page 39: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

Defining “Weak Area”

• Practical Test Task

• Performed in excess of PTS standards

• Recorded as “Unsatisfactory” by DPE

• “Common” = Seen at least twice in FSDO39

Page 40: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

Testing Statistics – FSDO-15

• Orlando FSDO is largest flight training dist.

– 20-25% of world’s pilots

– 1 out of 6 certifications nationwide

– 11,700 certifications filed over past year in IACRA

• 320 RH practical tests since 20 Apr 2015

• 88.7% RH pass rate on first attempt

– Measured as overall DPE output, not by school40

Page 41: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

41

Historic Weak Areas - Knowledge

• Special Emphasis Areas not understood

• Weather information - misinterpretation

• Chart knowledge & Flight planning

• Airport / Heliport marking & lighting

• Airworthiness determination from records

• CFI’s: endorsements, 8710-1 prep, FOI

Page 42: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

Historic Weak Areas - Flight• Navigation & flight planning

• Fundamentals of radio navigation

• Determining coordinates (Lat / Long)

• Crosswind takeoffs

• Compass turns

• Instrument approaches – too slow prior to

intercepting final course

• Confined area procedures – improper approach

angle, airspeed and/or altitude42

Page 43: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

Historic Weak Areas-Flight (cont)• Rapid acceleration with nose too high

• Straight-in and 180° autorotations exceeding PTS

tolerances

• Touchdown autorotations – late flare

• Aircraft preflight inspection – identification of

items, description of function

• CFI’s: Not teaching IAW RFH, POH, etc.

• CFI’s: Autorotations from hover – not teaching

“detent” vs. idle43

Page 44: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

Weak Areas – Apr 2015 to Pres.

• Knowledge of FAR’s, esp. Part 91

– Chart interpretation scenarios, IAP symbology

• Knowledge of RFH, Mfr pub’s

• Systems

– Low-G / Mast bumping scenarios

– Instrument systems

• Airworthiness determination from records

• Aircraft performance and limitations

– Determination of PA, DA

• Aerodynamics, esp. Retreating Blade Stall44

Page 45: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

Weak Areas, Apr 2015-Present

• Improper set-up for shallow or steep appch

• Autorotations (Straight and 180°)

– Too high or low in flare

– Outside lateral tolerances from intended point

• Physiology of night operations

• ADM / risk management

• Clearing before maneuvers 45

Page 46: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

Managing Weak Areas• Know what they are

• Talk to the DPE’s about their observations

– Sit in on post-test debriefs

• Ask SME’s to present topics at your school

• Teach how to review mx logbooks

• Have student conduct lesson brief

• Quiz student in weak areas before testing

• Conduct mock check rides

• Promote WINGS program (www.faasafety.gov)46

Page 47: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

FSDO’s

A/W

Checklist:

47

Page 48: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

Advent of ACS

Coming this June – First of the new tests:

Private Pilot – Airplane

Instrument – Airplane

Coming soon to Rotorcraft and all others

Beta-tested in Orlando and select other sites

Same flight tasks as PTS

Knowledge testing integrated with flight tasks

Risk Management elements added 48

Page 49: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

At your service!

Bob Jex

FAASTeam Program Manager (Ops)

Orlando FSDO

407-812-5712

[email protected]

Page 50: Rotorcraft CFI Special Emphasis Workshop · RCFI Special Emphasis Program • Based upon successful CFI Special Emphasis Program • Established 1998 –Orlando FSDO • Regular Special

QUESTI ONS?