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HOW DO I REGISTER FOR AN ELMS ACCOUNT?Click the Register button on the website as shown in Figure 1 below: You will then need to select the 'Register' button as shown in Figure 2 below: You will then be presented with the Registration form, here you can enter your ‘Email Address’ and create a ‘Password’. Note: Passwords must contain at least one uppercase letter, one number, and one special character (&%$?). Once you have input both of these sections select the 'Register' button as shown in Figure 3 below: An email will be sent to you to verify your email address is active. Click the 'Verify' button in the email, see the example shown in Figure 4 below: This will bring you back to the login page, enter your email address and the password you just created. Enter your personal details. Read and accept the ‘Terms and Conditions’. Enter your payment details or redeem your Subscription Key and click ‘Register’ You are now registered and ready to start using ELMS.
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WHAT FILE TYPES’ CAN I UPLOAD?Files can be uploaded in PDF, PNG, JPG & PJEG format. Documents are limited to a size of 32MB.
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CAN I EDIT MY PERSONAL PROFILE AT ANY TIME?Yes, you can return to edit your personal profile information at any time. Go to 'My Profile > Personal Profile' on the left-hand side menu and click ‘Summary’ or on your dashboard, click the eye icon in the top-right. see Figure 1 below: You will then be provided with the 'Summary' page as can be seen in Figure 2 below: Clicking on the headings will open each section, enabling you to edit the information.
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WHAT ARE ALERTS AND PRIORITY ALERTS?'Alerts’ are all of your system notifications. Clicking on ‘Alerts’ will display the list of alerts along with the options to ‘View’ or ‘Archive'. ‘Priority Alerts’ list in detail the most recent alerts for your attention. Clicking an alert from this list takes you directly to the detail for that notification. See Figure 1 below:
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WHAT BROWSER VERSION AM I USING?If you are experiencing issues with the ELMS application, it may be related to the browser version you are using. When communicating issues with our System Support Specialists, it is important to know not only which browser you are using, but which particular version. This FAQ will show you how to identify this in each of the following supported browsers. Desktops: • Microsoft Edge • Google Chrome • Firefox • Safari And from Mobiles / Tablets: • Android • Safari (iPad) Microsoft Edge Open Microsoft Edge and left-click on the ‘More’ button in the top right-hand corner. From the options available, click on ‘Settings’ which will open a new sidebar. Use the scroll bar on the right-hand side to navigate to the bottom of the new screen and the version number will appear. Google Chrome Open Chrome and left-click on the “Customise Chrome” icon in the top right of the screen. Select “Help” from the drop-down list and then “About Google Chrome” Firefox Open Firefox and left-click on “Open menu” in the top right-hand corner of the screen. Go down to the “Open help menu” tooltip button. Next click on “About Firefox” and a window will open showing details of the version in use. Safari Open Safari and left-click on the “Display a menu” icon in the top right-hand corner of the screen. Select “About Safari” at the bottom of the drop-down list. This will open a window showing the Safari version number. Android If you are using an Android device click on “Settings”, then on “About Tablet or Device” and the Android version will be displayed. Chrome for Android Open Chrome and then open the drop-down menu at the top right of the screen and select “Help & Feedback” at the bottom of the list. On the “Help” menu page once again open the drop-down menu at the top right of the screen and select “Version info”. This will open a window displaying the version of Chrome for Android being used. Safari for iPad Open the iPad settings and select “General” from the left-hand menu and then select “About” which will display details of the version you are using.
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WHAT HAPPENS IF I FORGET MY PASSWORD?If you have forgotten your password just click the ‘Forgot Password?’ link on the sign-in page, see Figure 1, enter your email address and a reset link will be emailed to you. Figure 1: Forgotten password link Click the link in the email to reset your password. Enter the email address associated with your account. Enter a new password and confirm it. Please note passwords MUST contain one number, an upper case letter, and one special character, e.g. (#%$).
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HOW DO I CHANGE MY PASSWORD?Click the 'Manage My Account' button located in the top right-hand corner of the screen. Figure 1: Dashboard links to change password This opens the profile summary screen, as shown in Figure 2. At the bottom of this screen click ‘Change Password’. Figure 2: Change password link You will then need to enter your ‘Current Password’ & ‘New Password' and select the green tick once you are happy.
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HOW DO I CHANGE MY EMAIL PREFERENCES?Email preferences allow you to customise how regularly you receive email notifications from the system. Go to ‘My Profile’ > ‘Manage My Account’ > Email Preferences' and use the drop-down box next to each ‘Notification Type’ to select the ‘Frequency’ as shown in Figure 1 below: Select ‘Save’ at the bottom of the screen to apply the changes.
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HOW DO I CHANGE MY EMAIL ADDRESS?Click 'Manage My Account' in the top right-hand corner of the screen as shown in Figure 1 below: You will then need to select the 'Change Email' button as shown in Figure 2 below: You will then be presented with a pop-up to enter a ‘New Email Address’ in the first text box, and your ‘Current Password’ in the second box. Once happy select the green tick in the bottom right. You will then be sent an email to verify your new email address. Open the email and click the link to verify this change.
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HOW DO I RENEW MY SUBSCRIPTION?Go to 'My Profile' > 'Manage My Account' > 'Manage Subscriptions' on the left-hand menu. Next click the ‘Upgrade/Renew Subscription’ or enter a new Subscription Key. See figure 1 below:
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HOW DO I KNOW WHEN MY SUBSCRIPTION IS GOING TO EXPIRE?An email will be sent to your email account 30 days prior to renewal, along with a notification you can also view your Subscription status by following the below steps: 'My Profile' > 'Manage My Account' > 'Manage Subscriptions'
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HOW DO I ADD A TASK?Go to ‘My Logbook’ on the left-hand side menu and select ‘Add a Task’. Fill out all the fields (the relevant fields will appear once the 'Maintenance/Approval Type' has been selected) within the form and upload any supporting documents. See Figure 1 below:
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HOW DO I SUBMIT A TASK FOR VALIDATION?Once you have reviewed your task and are happy to proceed, select the 'Submit & Submit' button shown in Figure 1 below; Once you have selected 'Save & Submit’ you will then be provided with a dialogue box. Here you can select a Validator using the drop-down list and click the 'Submit For Validation' Button shown in Figure 2 below;
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WHAT ARE DRAFT TASKS?'Draft tasks’ are saved tasks that have not yet been submitted for validation. All users have the ability to save tasks and revisit them again before submitting them for validation. These can be viewed by clicking the link on your dashboard as shown in Figure 1 below:
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HOW DO I MANUALLY VALIDATE TASKS?You are able to manually validate tasks if you want to upload previous task history. On the left-hand side menu click ‘My Logbook’ and ‘Add a Task’ Fill out the form with the task details by selecting the ‘Manual Validation’ radio button (highlighted below). Enter the name of the Organisation where you completed the task and fill out the form as normal. Please note, you must upload supporting evidence at the bottom of the form, to successfully manually validate.
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HOW DO I VIEW MY TASKS?Go to ‘My Logbook’ on the left hand side menu and click ‘View all Tasks’. This will display a list of all your tasks as shown in Figure 1 below;
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WHAT IS A TASK AUDIT?The ‘Task Audit’ option allows you to view the history of that task since first saved, listing the number of times it was modified, when it was submitted for validation and if it was rejected, resubmitted, withdrawn, or validated. Figure 1: Task details screen Figure 2: Task Audit page
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HOW DO I VALIDATE A TASK?For Validators only. Go to 'Management Toolkit' on the left-hand side menu and click ‘Validation Requests’ Select the task you wish to open and review it, once you are happy with the task details select the ‘Validate Task’ button. See Figure 1 below:
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WHAT ARE PENDING VALIDATIONS?'Pending Validations' shows the Task Experience you have submitted which is awaiting action from a Validator within your Organisation. See figure 1 below: The 'My pending Validations' section can be selected to provide you with all your Task Experience in pending status. See figure 2 below:
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WHAT ARE VALIDATED TASKS?‘Validated Tasks’ are tasks that have been successfully submitted to and validated by a Validator within your Organisation. See figure 1 below: The 'My Validated Tasks' section can be selected to provide you with all your Task Experience in Validated status. See figure 2 below:
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HOW DO I REFER A TASK TO QA?when reviewing a task submitted for validation, if there is an issue that requires the attention of Quality Assurance, select the ‘Refer to QA’ button. See Figure 1 below: Once you have selected the 'Refer to QA' button, you will then be provided with a dialogue box where you can enter a comment for the QA department. See Figure 2 below:
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HOW DO I REJECT A TASK?To reject a task click ‘Reject Task’ during validation as shown in Figure 1 below: A dialogue box will appear as shown in figure 2. You will then need to select the rejection reason from the options in the drop-down box. ‘Incomplete Task’ ‘Incorrect Validator’ ‘Insufficient Evidence ‘Validator Removed’ Then add a brief description of the reason and click ‘Reject Task’. This will then return the task to the user who submitted it, allowing them to edit or correct the entry and re-submit it. They will also receive an ‘Alert’ notifying them of the task rejection. Figure 2 below:
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WHAT IS THE REPORTS HUB?The Reports Hub interface provides users with the ability to select the Competence Reports they wish to run, along with customisation of the Competence Reports section of the Side Navigation Panel. Figure 1: Reports Hub interface
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WHAT IS THE GENERAL COMPETENCE REPORT?This report can be used by Individuals to evaluate where they are strong or have gaps in their competency in relation to a specific ‘ATA Chapter’, ‘Group of Chapters’, or ‘Job Role’. Supervisors & Managers can also use this report to determine which groups of people to assign to a particular area or type of work. Figure 1: General Competence Report Screen Figure 2: General Competency Report example Figure 3: General Competency Report by ATA chapter
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WHAT IS THE COMPETENCE BY TASK REPORT?For an Engineer, this report helps identify where additional experience for a particular task on an aircraft/engine type and/or work environment (Base/Line/Workshop) is required. For a Supervisor/Manager the report identifies the manpower best suited for a particular task on an aircraft. This report will search for the five best-matched Validated Tasks to the criteria you select on the Report Criteria screen. See Figure 3. Figure 1: Competence By Task Report screen Figure 2: Competency by Task Report example Figure 3: Competence By Task top 5
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WHAT IS THE RECENCY REPORT?The Recency Report can be used by Engineers, Managers, and Quality Assurance (QA) users to evaluate their Recency or the Recency of other users on particular ‘Aircraft/Engine Types’ or ‘Aircraft/Engine Type sets’. Figure 1: Recency Report screen Figure 2: Recency Report example
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WHAT IS THE COMPLIANCE CHECKLIST REPORT?This report can be used to assess your Training and Qualifications in relation to the Category and Job Role selected on the report criteria screen. Supervisors, Managers, and QA can also use this report to assess your Training and Qualifications in relation to the Category and Job Role selected on the report criteria screen. This assessment can be against the ELMS default Job Role settings or the Company’s own settings. Figure 1: Compliance Checklist Report screen Figure 2: Competence Training Report example
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WHAT IS THE VALIDATION SUMMARY REPORT?For QA and Manager roles only. The Validation Summary Report provides an Organisation with an overview of how many tasks have been ‘Submitted’, ‘Validated’, ‘Rejected’, and ‘Withdrawn’. As an organisation, you can break this down by ‘All’, Individuals, or ‘Sets’ of users. There are also additional parameters for including tasks that have been pending Validation for a defined period of time and the ability to view tasks that have been submitted within a particular date range. Figure 1: Validation Summary Report screen Figure 2: Validation Summary Report example
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WHAT IS THE EXPERIENCE RECORD REPORT?For QA and Manager roles only. The Experience Record Report allows an Organisation to search the experience records of all the associated users. You can apply a range of filters to the data to suit your specific queries. The report enables Organisations to assign their workforce to the tasks they are competent in, in a way that best utilises their capabilities. Figure 1: Experience Record Report
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WHAT IS THE STAFF SUMMARY REPORT?For QA and Manager roles only. The Staff Summary Report can be used to see the number of employees there are across your Organisation. You have the ability to drill down by Permission > Category > Role /Method and, if applicable, by location providing a clear picture of your employee spread. Figure 1: Staff Summary Report
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WHAT IS THE PROFILE & TRAINING SEARCH REPORT?For QA and Manager roles only. The Profile & Training Search report runs across All, Individuals, or Groups of users based on profile information and training, to help you identify which users possess individual Profile or Training requirements. Figure 1: Profile & Training Search Report Figure 2: Profile & Training Report example
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WHAT IS THE RESOURCE & COMPETENCE REPORT?For QA and Manager roles only. This report evaluates experience-based competency across a time period, enabling organisations to look at general or detailed trends of experience-based competency alongside the resource profile. Organisations can break this down into specific categories and carry out comparisons between specific groups of their workforce e.g. the experience-based competency of an organisations permanent establishment vs. its contract establishment. Figure 1: Resource & Competency Report Figure 2: Resource & Competency Report example
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WHAT IS THE GAP ANALYSIS REPORT?For QA and Manager roles only. This report allows organisations to view and report on Skill, Training, Qualification, or Authorisation gaps across their workforce. The report has the ability to drill down to view the gaps across a number of personnel or specific items such as Training and Qualifications, to see how many personnel have satisfied the requirements of the specific measurement. For example, if an MRO is looking to accept an aircraft type that it has not worked on before (or for an extended period of time) then the Gap Analysis Report will allow the organisation to quickly establish whether or not any of its employees are type rated on the new aircraft. Figure 1: Gap Analysis Report Figure 2: Gap Analysis Report Example
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WHAT IS THE COMPETENCE ASSESSMENT SEARCH?For QA and Manager roles only. The Competence Assessment Search provides Organisations with the ability to view and report on all current Competence Assessments within the Organisation. Figure 1: Competence Assessment Search
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WHAT IS THE COMPETENCE ASSESSMENT REPORT?For QA and Manager roles only. Figure 1: Competence Assessment Report Figure 2: Competence Assessment Report example
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WHAT ARE SUBSCRIPTION KEYS?Subscription Keys are a 32-digit alphanumerical string that organisations who purchase a corporate subscription receive and then allocate to their employees to give them access to their individual ELMS account.
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HOW DO I ASSIGN A SUBSCRIPTION KEY?For Company Administrators only. Subscription Keys can then be assigned to employees within an organisation using the Handshake function. To create a handshake connection, follow the below steps: 'Manage Organisation' > 'Organisational Handshakes' > 'Create Handshake' Assigning a Subscription Key involves creating a Handshake connection with a user and ensuring the tick box ‘Assign Licence’ is ticked. This also displays how many Subscription Keys the organisation has left to assign. See Figure 1 below:
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HOW DO I REMOVE A SUBSCRIPTION KEY?For Company Administrators only. Go to ‘Manage Organisation’ on the left-hand side menu and click ‘View Organisation’. From there select the ‘Subscription Keys’ tab. This displays a list of all the users assigned a Subscription Key. To remove the key from a user click ‘Withdraw’ next to their name. They will be sent a notification via email. See Figure 1 below:
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HOW DO I MANAGE MY SUBSCRIPTION KEYS?For Company Administrators only. Go to ‘Manage Organisation’ on the left-hand side menu and click ‘View Organisation’. From there select the ‘Subscription Keys’ tab. At the top of the page you can see the following figures: ‘Subscription Entitlement’ –The number of Subscription Keys available to your organisation ‘Redeemed Keys’ – How many have been redeemed ‘Pending Keys’ – Shows the number assigned but not yet activated ‘Available Keys’– Remaining number of available Subscription Keys See figure 1 below:
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HOW DO I MANAGE COMPANY LOCATIONS?For Company Administrators only. Go to ‘Manage Organisation' > 'View Organisation' on the left-hand side menu, you will then need to select the 'Locations' tab. From here you have the ability to ‘View’ and ‘Edit’ location information and create new locations using the blue plus icon. See Figure 1 below:
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HOW DO I EDIT MY ORGANISATION PROFILE?To edit or update your Organisation profile go to ‘Manage Organisation’ on the left-hand side menu and click ‘View Organisation’ or click ‘View profile’ on your dashboard. This displays a profile summary, providing an overview of all the sections within the profile along with tabs to each section along the top as shown in Figure 1 below: Click the section headings or choose from the tabs to open the desired section and then click ‘Edit’. See Figure 2 below: Edit the information and click ‘Apply’ to save the changes. Note: Only Company Admin roles are able to edit Organisation profile information.
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WHAT IS A COMPETENCE ASSESSMENT?An ELMS Competence Assessment allows an organisation to carry out and record customised assessments for individuals within the ELMS application. Assessments are comprised of a set of assessed Subject Criteria. The score schema will be completely customisable by the Organisation. The total score for the assessment is represented as a percentage of the maximum available score for the assessment, taking into account all the included subjects. Each subject may require an attachment, expiry date, comments, or a combination of the three. Each overall assessment may also have an expiry/renewal date and/or attachment. These depend on how the organisation set up the competence structure.
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WHO DESIGNS THE STRUCTURE OF OUR COMPETENCE ASSESSMENTS?Only Company Administrator permission holders at your connected organisation have the ability to add and amend the structure of each Competence Assessment and their affiliated subjects. If you have a query regarding your assessment(s), ELMS recommend you contact your Company Administrator or designated assessor.
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HOW DO I VIEW MY COMPETENCE ASSESSMENTS?Each ELMS user has the ability to view their own Competence Assessments, providing of course that they have been assigned an assessment. These can be accessed by selecting 'My Profile' > 'Company Profile' > 'Company Assessments' on the left-hand menu.
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WHO CAN ASSIGN COMPETENCE ASSESSMENTS TO AN INDIVIDUAL?Only Managers and QA permission holders can assign an assessment. This is done by navigating to 'Management Toolkit' > 'Assessments Manager' > 'Assign Assessments'.
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WHO CAN COMPLETE COMPETENCE ASSESSMENTS?• Supervisors can only view and assess Competence Assessments where they have been assigned as the designated assessor. • Managers and QA permission holders can view and assess any Competence Assessments that are built within their connected Organisation.
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HOW CAN I REPORT ON COMPETENCE ASSESSMENTS?Supervisors do not have the functionality to be able to report on Competence Assessments. Managers and QA permissions have access to both the Competence Assessment Search and the Competence Assessment Report in order to report on every assessment, regardless of state.
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