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Staff capabilities

Capabilities describe what a staff member is qualified to deliver - and can link them to the resources those skills need. Define types once, then assign them on each staff profile. Approved licences and medicals can assign and date those qualifications automatically.

Define capability types

  1. Go to Settings → My Lists → Capabilities.
  2. Choose New capability… (or Edit capability type on an existing row).
  3. Set Name, Category, optional Code, optional Code reference, and common resources that belong with the capability.
  4. Tick Requires proof document for licences, medicals, instructor ratings, ASIC, and English proficiency so the profile shows Missing doc until an approved document is on file.
  5. Use Restore default capabilities after onboarding if you want the vertical starter set (including codes and proof flags).

Link document types

On Settings → My Lists → Document types, open a type and set Grants capabilities. Flying-school defaults map licence, medical, instructor, ASIC, and English documents to the matching capability. Schools can remap.

Assign to staff

  1. Open Staff in the sidebar and click the person's row to open their staff page.
  2. On the Overview tab, choose Edit on the Capabilities card.
  3. Document-backed rows lock the capability type (it comes from the approved document) but you can still change the expiration date. Manual rows keep the picker and date so you can assign a qualification before the scan lands. Each capability can only appear once.
  4. Choose + Add capability, pick the capability, and set an optional Expiration Date.
  5. Add more rows as needed. You can create a missing type inline with Add capability type when the catalog is incomplete. Save when you are done.

The staff page and the staff list both surface expiry alerts so certificates and inductions do not silently lapse. A red Missing doc pill appears on the profile until an approved mapped document is linked. Scheduling uses current (non-expired) capabilities with resource requirements; missing proof is a visual reminder only and does not block bookings.

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