{"id":4226,"date":"2026-10-04T20:44:50","date_gmt":"2026-10-05T00:44:50","guid":{"rendered":"https:\/\/www.airsupervision.com\/wp-r\/?post_type=docs&#038;p=4226"},"modified":"2026-10-04T20:44:50","modified_gmt":"2026-10-05T00:44:50","slug":"operational-workflows","status":"publish","type":"docs","link":"https:\/\/www.airsupervision.com\/wp-r\/docs\/organization-staff\/mees-center\/operational-workflows\/","title":{"rendered":"Operational Workflows"},"content":{"rendered":"<h3>Start using a newly approved template<\/h3>\n<ol>\n<li>In Templates, create and configure the template while unpublished.<\/li>\n<li>Print and review the definition.<\/li>\n<li>Turn on <strong>Published<\/strong>.<\/li>\n<li>In Scores, select the template.<\/li>\n<li>Open the member picker and add a small test group.<\/li>\n<li>Expand the members and verify the lesson attempts, rules, weighting, and group results.<\/li>\n<li>Add the remaining members.<\/li>\n<\/ol>\n<h3>Process a member who needs attention<\/h3>\n<ol>\n<li>In Scores, select the template and <strong>Need your attention<\/strong>.<\/li>\n<li>Expand the member and each affected group.<\/li>\n<li>If a group is <strong>Not ready<\/strong>, identify the lesson without a valid score and follow up in the Training Record.<\/li>\n<li>If a group is FAILED, review Counted, the cap rule, Failed if less, weighting, and Passed from.<\/li>\n<li>If a group is ready, complete the external workflow and click <strong>Mark synced<\/strong>.<\/li>\n<li>If it is <strong>Changed<\/strong>, review what changed before clicking <strong>Re-sync<\/strong>.<\/li>\n<li>When all requirements are satisfied, set the certification date.<\/li>\n<li>Add a note, file, or task when the follow-up needs supporting context.<\/li>\n<\/ol>\n<h3>Investigate why a synchronized result changed<\/h3>\n<ol>\n<li>Open the member&#8217;s current expanded score tree.<\/li>\n<li>Right-click the member and select <strong>Show history<\/strong>.<\/li>\n<li>Open the most recent synchronization&#8217;s <strong>View<\/strong> calculation.<\/li>\n<li>Compare the historical lesson scores, caps, thresholds, and weights with the current view.<\/li>\n<li>Confirm the corrected current calculation.<\/li>\n<li>Click <strong>Re-sync<\/strong> only after the external MEES process has been updated.<\/li>\n<\/ol>\n<h3>Prepare a certification batch<\/h3>\n<ol>\n<li>Select <strong>Ready for certification<\/strong> in Display members.<\/li>\n<li>Use Group or Initial Group filters when processing a specific cohort.<\/li>\n<li>Expand and review each member.<\/li>\n<li>Set the certification date.<\/li>\n<li>Select the processed members and print an Excel or PDF report.<\/li>\n<li>Refresh and confirm that certified members leave the Ready for certification view.<\/li>\n<\/ol>\n","protected":false},"featured_media":0,"parent":4194,"menu_order":4,"template":"","doc_tag":[],"_links":{"self":[{"href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/docs\/4226"}],"collection":[{"href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/types\/docs"}],"version-history":[{"count":1,"href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/docs\/4226\/revisions"}],"predecessor-version":[{"id":4227,"href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/docs\/4226\/revisions\/4227"}],"up":[{"embeddable":true,"href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/docs\/4194"}],"next":[{"title":"Troubleshooting","link":"https:\/\/www.airsupervision.com\/wp-r\/docs\/organization-staff\/mees-center\/troubleshooting\/","href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/docs\/4228"}],"prev":[{"title":"Task","link":"https:\/\/www.airsupervision.com\/wp-r\/docs\/organization-staff\/mees-center\/task\/","href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/docs\/4224"}],"wp:attachment":[{"href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/media?parent=4226"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/www.airsupervision.com\/wp-r\/wp-json\/wp\/v2\/doc_tag?post=4226"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}