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Account Setup

What are some steps I should take on a new enterprise account?

Updated over a week ago

A main theme you'll see across the Air Control platform is the flexibility to customize much of the experience. Some of this is through configuring certain settings, other times this is done through training and how pilots use the platform. This article is meant to be a guide to help get started without needing white-glove onboarding support.

Are you flying with a team?

One of the main factors in setting up the account will be to lay out the structure of our organization and the different metrics we want to track for our operation. This is primarily done through setting up tags on the account. This is how you can document your team organization, use cases, sensors, COAs, and more. Tags are very flexible and become very powerful in organizing the account producing reports. Don't forget to check the auto-tag tab where you can apply rules so that if a Pilot is tagged, it will carry over to their missions and flights, for example.

Does the team have different roles and responsibilities?

Along with different teams and departments, you may find the need to segment different groups of pilots. A survey team may fly very different from an inspection team, and we'd want to assign them different workflows and checklists. We can also designate Chief Pilots or Regional Coordinators for the different teams and provide them a higher level view of the account activity through the role's permissions.

Now that we have the right buckets set up for the team, along with the tags to designate and organize, we can start inviting the rest of the team. Once they accept the invite, be sure to add appropriate tags.

How do you want to add your data?

There are a number of ways to start getting you assets into the system. If you need any assistance, please inquire about enterprise onboarding support. The Aloft team can help bulk import data if you're migrating from a spreadsheet or another platform. Otherwise, setting up an import connection will also help populate the account with flights, aircraft, batteries. Alternatively, you can manually drag and drop your flights into the platform.

What are the next steps?

Create your first mission to organize your flight activity and establish a template as others begin to use the platform.

Consider updating and tweaking the workflow, or implementing one if not in use yet. Air Control platform supports adding an approval processes or including in a required checklist from Risk Management, for example. The entire workflow is customizable.

Alerts can help track the team and keep them current and compliant. Add any external emails to the alert lists to keep them in the loop as well.

With all the data coming in, organized into missions, and getting tagged, reports can become a powerful way to track the organization and get insight at a moment notice when making budget decisions on training, new aircraft, and hiring additional pilots.

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