Introduction - Web viewDouble Chevron. When you select the . Double Chevron. You'll return to the previous screen. When you select the Cessna Logo in the app. You will be redirected

Ver1.0Ver1.0

CTA App Training Guide Ver 1.0 Page 1 of 45

Course Tracking Application

CTA Companion App - Training GuideVer 1.0

Cessna Flight Training System

Table of Contents

Introduction...................................................................................................................................... 3CTA Settings for Electronic Signatures............................................................................................4

Electronic Signatures....................................................................................................................4To enable Electronic Signatures...................................................................................................4Audit for Completion.....................................................................................................................5

Login & Settings...............................................................................................................................8Train NOW..................................................................................................................................... 10Schedule Training Sessions...........................................................................................................13View Training Record.....................................................................................................................16Logging Training Sessions.............................................................................................................19

Grading Tasks............................................................................................................................ 22Ground Training Only.................................................................................................................25

Finalize...........................................................................................................................................27Validate.......................................................................................................................................... 28Errors............................................................................................................................................. 29Electronic Signature.......................................................................................................................30Reschedule a Training Session......................................................................................................32History............................................................................................................................................34Syncing.......................................................................................................................................... 37Sorting Sessions............................................................................................................................ 38Tips................................................................................................................................................ 39

Double Chevron..........................................................................................................................39View Synced Training Sessions.................................................................................................41Can't Find a Training Session.....................................................................................................42

CTA Companion App Training Guide Ver 1.0Page 2 of 45

Table of Contents

CTA Companion App Training Guide Ver 1.0Page 3 of 45

Introduction

Introduction

The CTA Companion App allows you to

Conduct and log Training Sessions (Both Flight & Ground) on your iPad or iPhone

Schedule future training sessions on your iPad or iPhone

Use Electronic Signatures

Sync training sessions with the CTA

Go PAPERLESS! (Part 141 operators will require FSDO approval)

The CTA Companion App is available for download on your iPhone or iPad in the Apple Store. Search for "CTA Companion" and download the app.

CTA Companion App Training Guide Ver 1.0 Page 4 of 45

CTA Settings for Electronic Signatures


Electronic Signatures

The CTA Companion App allows you to view and log training sessions on an iPad or iPhone with or without an Internet connection and sync training sessions to the CTA.

Part 141 operators must get approval from their FSDO before using the Electronic Signature

feature.

You do not need to enable the Electronic Signature feature to use the app.

You can still log training sessions, sync those sessions to the CTA and print those training

sessions out for manual signatures.

To enable Electronic Signatures

(This setting in the CTA must be made by someone with the CTA User role of Admin/Chief)

Go to Operations

CPC (Flight Schools Settings

Enter a checkmark to Use Electronic Signature

Enter a checkmark to Require Customer Signature



Audit for Completion

If the Electronic Signature feature is enabled and customer signatures are required, the Audit for Completion Report will feature a new alert to inform you if all records have been signed by the customer electronically.



You will also see a warning on the Customer List indicating the customer has one or more unsigned Training Sessions.



If the customer's signature is required, there are 3 ways the customer can sign their training session electronically:

In person, through the CTA Companion APP on your iOS device using their "fingnature"

In person when you are logged into the CTA using their course password

At home, by accessing their CPC training sessions remotely through their course and using

their course password to sign electronically


Login & Settings

Login & Settings

Login to the app using the same username and password you use to access the CTA.


Login & Settings

Tap the Gear icon on the upper right-hand corner of the menu to access the app settings. This is where you can change the settings to

Use cellular data service continually to sync data

o Automatically using your cellular data service once a session has been finalized or,

signed electronically, move the slider to the right.

Otherwise, the app will wait for a Internet connection to sync changes

Logout and login as a different user


Train NOW

Train NOW

To start a training session immediately

Select the NOW icon


Train NOW

Select your customer from the drop down list

o Your customers will appear first

o Followed by the school's customers

The screen will populate with the customer's anticipated Course, Phase and Flight Scenario. You can make adjustments using the drop down arrows.

Once the correct training information appears

Select Start Training To cancel out, select Cancel


Train NOW


Schedule Training Sessions


To schedule a training session for a date or time in the future

Select the Calendar icon

o The icon looks like a waffle

Select your customer's name from the customer's list



The customer's anticipated Course, Phase and Flight Scenario will auto populate the fields.

Select the date and time of the training session

Select Schedule It to schedule the session

o If you select Now, the date and time will automatically set to the current date and time

and you will be able to start logging the training session right away.



Once a session is scheduled

It will appear in your Session Tray outlined in green

The mini page next to the name and date will be blank as no training has taken place


View Training Record


You can opt to view your customer's training record by selecting View Training Record in either Train Now or Schedule Training screens.



You can view your customer's training records, including instructor notes. If there are instructor notes, you will see a yellow note pinned in the Notes column.

To view the notes

Tap the Note icon

View the instructor's notes recorded during that training session


Audit for Completion

Once on the View Training Record screen, you can select the Audit for Completion Tab and view the Audit for Completion Report.


This line will only appear if the customer's signature is set as required in the CTA.

Logging Training Sessions


Whether you choose to use the NOW or Schedule Training option, actually logging a training session is the same process.

If you want to log a scheduled training session, tap on the customer's training session in the Session Tray.

On the training screen below, you have four tabs you can select from

Flight - this is the tab you select for logging flight training

Ground - this is the tab you select for logging ground training

Scenario - this tab contains the flight scenario

Signatures - this tab is for your eSignatures

You can also choose to View Training Record



If your flight school has the Learner Centered Grading feature turned on

You can toggle through your evaluation grading options - otherwise you only have the Instr Eval available.

You can toggle through the options

By tapping on Instr Eval This toggles between Cust Eval and Both Eval and back to Instru EvalIf Learner Center Grading is turned off in the CTA

o You will only view the Instr Eval button



If you want to see the completion standards for each task

Select the box next to Show Completion Standards to reveal the standards for the

Phase.



Grading Tasks

To grade tasks you have two options

Individually select the grade you want

Toggle through grading all tasks completed to the

o Highest completion level,

o The lowest completion level or

o Clearing grades by tapping ALL



To reveal all the tasks for the Phase

Scroll down to the end of the task list and select Show Additional Tasks for this Phaseo The box will turn green when it is active



When you select the aircraft registration number from the drop down list, the corresponding model

number will autimatically appear in the Model field.

When you enter the To and From airports, the app will recall the last 10 airports flown

Just tap on the airport you want to select it

This feature is also available when entering Stops



After you enter the Total Flight Time, you can select a down arrow to the right of any field with the symbol and the number entered in the Total Flight Time field will copy over to the next field.

When you tap on the + symbol next to a field, the value will increase by one digit with each tap.

All your entries are automatically saved as you enter them.

Ground Training Only

To record a Ground Training Session only – Pre – Post-Flight or Other

• Do not make entries in the Flight tab

• Select the Ground Tab and make your entries



Let’s quickly review logging time for a Ground Training session, you give credit for the time either pre-flight or post-flight - or on the occasion when the customer comes in and receives ground training without any flight training at all, you would mark that time under Other.


Finalize / Validate Training Sessions

Finalize

In this scenario, the Electronic Signature option is not turned on.

When you have finished the training session and are ready to finalize the session

Select Finalize

If your device is connected to the Internet

o The session will automatically be synced to the CTA server

If your device is not connected to the Internet

o The session will be marked with a padlock icon and will be synced

automatically the next time your device is connected to the Internet

Once synced, you can print out the training session for manual signatures

from View Training Record option in the CTA.

o Click on the Printer icon next to the session you want to print.

This feature scans the training session to ensure the session is ready for syncing.



Validate

In this scenario, the Electronic Signature option is turned on.

When you have finished the training session and are ready to sync the session

Select Validate o This process verifies the session is ready for Electronic Signature

This feature scans the training session to ensure the session is ready for Electronic Signature.


Finalize




Errors

In this example, the validation process produced an error that stated the, "Training session scheduled must be in the past".

You won't be able to sync or sign this session until this error is fixed.

To fix this error

Select Close Click on the Calendar icon in the session

Correct the date

Select Validate


Electronic Signature

Electronic Signature

To electronically sign for the training session

Select the Signatures Tab - This tab will only be visible if your CTA has been set up for

Electronic Signatures.

Tap on the field to be signed

The field will pop open and is ready for the "fingnature"

o Select Clear to clear out the signature and start over

o Select Accept to accept the signature

o Select Cancel to cancel out

The system will not accept simple stroke signatures like a line

If the customer's signature is required (This is a CTA setting) the customer must sign the training session first, before the instructor can sign electronically.


Reschedule Training Session

If the customer's signature is not required, the CFI can

Sign the record

Select Accept If your device is connected to the Internet





If the customer's signature is required (This is a CTA setting) the customer must sign the training session first, before the instructor can sign.

If both the customer's signature and the CFI's signature are required

The customer must sign the session first.

Both sign the record

Both need to select Accept If your device is connected to the Internet






Reschedule Training Session

Reschedule a Training Session

If a customer calls to reschedule a training session

Select the session in the Session Tray

Select the Calendar icon

Reset the date and time to the new date and time

Select Reschedule It


Delete a Training Session

Delete a Training Session

To delete a training session in your Session Tray

Select the record by tapping on the checkmark in the circle

The circle will change to green with a white checkmark

Select the Trash icon on the menu

Select the Trash icon again

The trash will now empty


History

History

To view the history of all synced session and trashed sessions

Select History at the bottom of your screen

From this screen, you can remove items sent to the Trash by

Select the training session by tapping on the circle with the checkmark

The circle will change to green with a white checkmark when selected

o Notice that you are in the History view -

Select the Trash icon

Select the Trash icon again


History

Now the session is back in the Calendar view


Session Status

Session Status

There are 3 status levels for training sessions

A session outlined in red indicates there is training recorded but the session has not been

finalized or in the case where electronic signatures are permitted, the session has not been

validated and signed.

A session outlines in green indicates the session is scheduled but no training has taken place.

A session outlined in gold indicates the session is locked and will be synced the next time you

have an internet connection.


Syncing

Syncing

Training sessions will automatically sync to the CTA once a training session has been Finalized or Validated with Electronic Signatures if you have an Internet connection.

If you do not, the session will have the "Padlock" status and will sync

and you get to an

Internet connection

orWhen you have an Internet connection

o And select Sync Now


Sorting Sessions

Sorting Sessions

You can sort the sessions in your Session Tray by selecting the up & down arrow in the menu

You can sort your sessions by

Signed - Recorded

Signed - Not Recorded

Scheduled - Future

Scheduled - Past


Tips

Tips

Double Chevron

When you select the Double Chevron

You'll return to the previous screen


Tips

When you select the Cessna Logo in the app

You will be redirected to the web-based CTA


Tips

View Synced Training Sessions

Select the History button

Tap on the training session you want to view

The locked Training Session will open up an you can view the record

o You can edit the session in the CTA, not in the CTA Companion App


Tips

Can't Find a Training Session

Make sure you are viewing the correct screen.

The Calendar view will show the sessions scheduled, and waiting to be synced - You can tell you are

in the Calendar view if the History button is on the bottom of your screen.

The History view will show the sessions synced, and sessions sent to the trash - You can tell you are

in the History view if the Calendar button is on the bottom of your screen.


Tips


Documents

Introduction - Web viewDouble Chevron. When you select the . Double Chevron. You'll return to the previous screen. When you select the Cessna Logo in the app. You will be redirected