The Config area of Centrik allows for client configuration of your Centrik site, available through access rights you can change organisational detail, add in aircraft, change areas of the Safety module, create a Tag hierarchy through Tagging (configuration required) and view Change Request status (configuration required.
Organisations
Within this area you can change / amend all things organisational.
Organisation Types – Add, change, or remove the types of organisations that can be added to your site alongside the ability to create Relationships of Organisations and Aircraft
1. Click on the ‘Organisation Types’ button
The organisations currently within the system are displayed, this includes their long name, short name, and the number of those orgs on your site.
Adding a New Org
1. Click on the ‘Add’ button under the Organisation Types section
2. Add in the type of organisation.
3. Click on the ‘Save’ button
You are able to move the order of each organisation by clicking and holding on the double ended arrow button (releasing the button hold when the org is in the correct order).
You can delete / remove an org by clicking on the ‘X’ button when the page is in edit mode (clicking on the ‘Edit’ button)
Relationships (Organisation) – The ability to link organisations together, as an example a holding group owns an airline, a handling agent, and a training organisation under different names but they are all linked to the main group company name.
1. Click on the ‘Add’ button within Relationships (Organisational) section.
2. Enter the group name and tick the checkbox of the organisation type
3. Click on the ‘Save’ button.
4. Within the All-Organisations area of config select the organisation to link this aircraft too and select the ‘Relationships’ tab
5. Click on the ‘Add’ button.
6. Enter in a valid from date and an until date for this organisation (you can leave the valid box blank), start to type the organisation in the organisation box, when a selection is recognised, you are able to select it from the available list
7. Click on the ‘Save’ button.
Relationships (Aircraft) – The ability to link aircraft to organisations.
1. Click on the ‘Add’ button within the Relationships (Aircraft) section
2. Add the aircraft type in the box provided and check the box next to the organisation that it relates to
3. Click on the ‘Save’ button.
4. Within the All-Organisations area of config select the organisation to link this aircraft too and select the ‘Relationships’ tab
5. Click on the ‘Add’ button.
6. Enter in a valid from date and an until date, if the aircraft is still within your org you can leave this box blank), start to type the aircraft in the aircraft box, when a selection is recognised you are able to select it from the available list
7. Click on the ‘Save’ button.
All Organisations - An area to view all organisations on your Centrik site
to add a new organisation.
1. Click on the ‘+Add Organisation’ button
2. On the highlighted ‘General’ tab enter in the information relating to this organisation
Name – The name of the organisation
Location – The location of the organisation
TLA – The Three Letter Acronym of the organisation
Oversight Period – How many months you want to have oversight for
Internal? – defaulted to an external organisation.
Organisation Type – The type of org this is, selectable via the checkbox
3. Enter the information and click on the ‘Save’ button
4. Select the ‘Key People’ tab.
5. Click on the ‘Edit’ button
6. Input the information in the boxes regarding the main point of contact
7. Under the Key Individuals area this is the area for the Regulator to enter their team including the Accountable Manager (if there is one) and any designated Inspectors (if an individual is within your organisations contact list you will be able to select them, you are able to add multiple individuals in this box)
8. After entering in all of the relevant information, click on the ‘Save’ button
9. Select the ‘Contact tab, here can enter in an individual from the added organisation as a contact r as a contact with system access. If a finding is raised during an audit this contact can respond with a corrective action plan, root cause analysis directly in Centrik.
10. Click on the grey ‘Add Contact’ button.
11. Add in the Name of the contact, Job title, Email address alongside any other information you wish to include, and click on the ‘Save’ button
12. To grant them Centrik system access, click on the ‘Grant Access’ button and follow the steps of adding a contact
My Organisation – An overview of my organisation including my Departments and the Roles within each department
System-Wide User Roles – An area to create Roles and allocate access rights for your entire Centrik system
1. Click on the ‘System-Wide User Role’ button.
A list of Roles that have system wide access are displayed, to view any of these click on the name of the Role.
1. To add a new system wide role, click on the ‘+ Create System-Wide Role’ button
2. Give your Role a name.
4. You are able to select system access from the checkboxes within this page
5. Click on the ‘Save’ button.
You are able to add users directly to this role through their individual contacts page or alternatively once a System-Wide role has been created there is an ‘Edit users’ button displayed at the end of the page
6. Click on the ‘Edit Users’ button
7. Click on the ‘Add’ button.
8. Start typing the name of a contact and select it from the list
9. Click on the ‘Save’ button.
You are able to remove an individual from this list by clicking on the ‘Edit’ button and clicking on the ‘X’ button beside their name.
Adding Aircraft
Aircraft Types – The ability to add types of Aircraft to your Centrik site
1. Click on the ‘Aircraft Types’ button
2. Click on the ‘+Add Type’ button
3. Add in a Name for the type, a short designator from by the Manufacturer details.
If this aircraft is linked to the Training module you are able to link it to the Type Rating qualifications via the Type Rating section
4. In the ADREP section select the manufacturer from the available hierarchy list alongside the aircraft category, propulsion type and Mass group as a minimum
5. Click on the ‘Save’ button.
Aircraft – Once the aircraft types has been configured you can add individual Aircraft to your Centrik site including Type Registration, Serial number, Owner and ADREP details
1. Click on the ‘Aircraft’ button
There will be an overview screen of aircraft on your site, there is a search function available at the top of the page.
2. Click on the ‘+ Add Aircraft’ button
3. Enter in the Aircraft Registration, the Serial number, select from the dropdown for types (created in the Aircraft area) and the owner. Repeat these in the ADREP section alongside the State of registry
4. Click on the ‘Save’ button.
There are additional areas for engine data input if required, these are optional.
Safety - Report Numbering
Safety Report Numbering – Allows you to place a Prefix or Suffix to Safety Reports as well as resetting the ‘Seed Number’ of a report (setting of the next number to be used)
1. Click on the ‘Safety Report Numbering’ button
Adding a Prefix to Safety Reports
1. Click on the ‘Safety Report Numbering’ button
2. Add in the Prefix required within the prefix box
3. Click on the ‘Update’ button.
Adding in a suffix to Safety Reports
1. Click on the ‘Safety Report Numbering’ button
2. Add in the Prefix required within the prefix box
3. Click on the ‘Update’ button.
Changing the next report number, creating a re-set
Whenever a Safety Report gets submitted the Report Number is generated from the previous report number with an increment of 1, if required you can change the next report number in the sequence, and restart your reports from this number
1. Click on the ‘Safety Report Numbering’ button
2. Enter the new number in the Seed No box
3. Click on the ‘Update’ button.
Tagging & Change Requests
Tagging – Tagging can be a hugely powerful tool to an organisation, assisting users by the ability to organise, group and build associations between Centrik objects that would not otherwise be related. This enables Managers of their Centrik system to create Groups and subgroups of labels (Tags) and, associate these to items across the Centrik suite of modules. The benefit of this means less searching for associated items.
As an example, in the event of a regulation and or legislation change you will be able to search at a granular level for a virtual tag or keyword allowing you to view and identify all tagged documents that could be affected or associated by this change.
Before an item can be tagged the tag hierarchy needs to be setup, this is achieved through the Tagging button.
1. Click on the ‘Tagging’ button.
Created tags will have a ‘Play’ button at the side allowing you to view more further details of that tag and its hierarchy.
Adding a Tag
To add a new tag into Centrik
1. Click on the ‘Add’ button.
2. Enter the highest hierarchy of name in the name field alongside who can make changes to tags in the Rules section
3. Click on the ‘Save’ button.
Once added you are able to add ‘child’ groups to this tag creating a hierarchy type structure
1. Click on the ‘Add’ button within the Child section.
2. Add in the name of the new tag within this group
3. Click on the ‘Save’ button.
Once tags have been created, they can be linked through each module.
Amending created Tags
It might be necessary to adjust, amend or delete a tag that has previously been created.
1. Navigate to the tag that requires amending.
2. Click on the ‘Migrate’ button.
3. Under the type of migration, you have one of two selectable options.
- Change name
- Move to new parent
4. (a) Change name – this will rename the tag to a new name, clicking on the start button will provide further options
- Enter in the new name.
- Select the options in the ‘options’ area.
Move Children – moves any associated children with the amended parent tag.
Update previously tagged items – renames all items that used the previous name to the new name
Delete old tag – deletes the old tag completely
4. (b) Move to new parent – This will move the tag to a new parent group
1. Select the new group from the ‘move to parent’ section
2. Select the options from the checkbox area.
Move Children – moves any associated children with the amended parent tag.
Update previously tagged items – renames all items that used the previous name to the new group
Change Requests
Change Requests – Centrik provides a platform to upload, distribute and track company documentation through the Documents module. Change requests enable the ability to
capture changes that impact company documentation throughout the Centrik management system. The Change Request functionality comprises two parts, a Change Request (CR (the parent)) and a Document Amendment (DA (the child)). This allow organisations the ability to link Safety cases, Audit findings and Regulation changes to any document in Centrik that might be impacted by an event or occurrence and potentially require amendment.
As an example:
- A finding has been raised during an audit, this finding impacts a training process that is not currently documented in the company training manual. A Change Request can be raised on the finding and a DA issued to the appropriate manuals, thus creating a link between the finding corrective action and the document that was affected.
- An amendment to a regulation requires a new procedure to be put in place. A Change Request can be raised and DAs linking the regulation item to the documents that are affected by the regulation change.
The document manager is the key individual in this, upon being notified of a CR they are able to view the suggested change request, the documents affected by the change in the form of Document Amendment, and decide to ‘accept’ or ‘reject’ the change request depending on the applicability to the document that they own.
1. Click on the ‘Change Requests’ button
A view of all system change requests is listed as an overview. Clicking on a change request will provide further details.