How to use the Recency Summary widget

The Recency Summary widget gives crew members a quick view of their current recency status from the home page. 

Depending on your organisation’s configuration, it can show user-selected recency items, timesheet-related recency, and activity calculated from flight records.

In this guide

• Understanding the widget sections

• Selecting recency items to display

• Understanding recency statuses

• Important behaviour to be aware of

Understanding the widget sections

The widget can contain up to three sections. A section only appears when it has been configured and contains information relevant to the crew member.

1. User-selected recency
   This section contains Personnel recency items selected by the crew member.
   Each crew member manages their own selection. Changes made by one person do not affect anyone else.
    
2. Timesheet Recency
   This section contains Personnel recency items recorded through a Recency custom field on the crew member’s timesheet.
   The items are configured by an administrator and appear automatically. The crew member does not need to select them from the widget.
    
3. Flight
   This section contains recency items calculated automatically from flight records, such as landings or flight hours.
   These items are configured by an administrator and update based on information recorded in flight entries.

How to select recency items to display

Crew members can choose which eligible recency items appear in their user-selected section.

1. Scroll to the Recency Summary widget on the home page.
   
   
    
2. Select Select the recency items to display.
   
   
    
3. Expand the relevant department in the selection list.
    
4. Select the recency items you want to track.

Which items can be selected? The selection list contains standard Personnel recency items that: Use the Item type Are assigned directly to one department the crew member belongs to Are not hidden for that crew member Are not already linked to a Timesheet Recency or Flight custom field for that department   Type-Specific Recency Items appear as separate entries for each aircraft type. For example: Landings in 30D (B29) Landings in 30D (H47) The parent item does not appear as a separate selectable row.

Which items cannot be selected? Timesheet Items Composite Items Aircraft recency items Company recency items Items assigned to General Items linked to multiple departments Items hidden for the crew member Items already configured for a Timesheet Recency or Flight section

5. Enter a different heading in the Recency Header field, if required.

6. Select Update.

The selected items will appear once the recency data has refreshed. New or recently changed data can take up to 60 minutes to display.

Understanding recency statuses

Each item displays its current status.

Status	Meaning
OK	The crew member has met the recency requirement.
Due: [date]	The requirement is currently met but will expire on the displayed date.
Required	The crew member has not previously completed the requirement.
Incomplete	Some activity has been recorded, but the required amount has not been met.

Important behaviour to be aware of

• Each crew member’s selection is personal and does not affect other users.
• The section heading can be customised using the Recency Header field before selecting Update.
• Items hidden for a specific crew member will not appear for that person.
• Standard type-specific Items appear as separate aircraft-type rows in the user-selected section.
• Type-specific Timesheet Items appear as separate aircraft-type rows in the Flight section.
• Composite Items do not appear anywhere in the widget.
• Aircraft and Company recency items cannot be selected in the widget.
• Items assigned to General do not appear in the selection list.
• Items linked to multiple departments through an applicable departments list do not appear in the selection list.
• The selection list only recognises items assigned directly to one department the crew member belongs to.
• Timesheet Recency and Flight items are controlled by administrator configuration and do not require user selection.