PBS Current vs New User Interface Side by Side

Transcription

1 This bulletin reviews the Current User Interface () compared to the New User Interface () and is meant as an introduction to the as well as some of its functionality. Although the processes bids the same way as it does right now, it is visually quite different from what we are used to right now. Navigating through the will take time and practice. To assist you in making the transition there will be a four (4) month period where both the and the will be available for you to bid with. There will also be more information on the in bulletins and other tools to assist you. While the does take advantage of a greater number of platforms, including tablets it is not officially supported on all platforms, operating systems and/or all browsers. Additional platform, operating systems and possibly browser support will continue to advance now that PBS will be moving its interface to a newer type of browser. Any issues with non-supported systems and browsers may not be able to be corrected. Bulletin 3 Side-by-Side Page 1 of

2 Log In Screen 1 The new version of PBS uses the same log in information as you currently use (employee number and password). NOTE: The Select Airline Code box [1] is for the PBS Test Server only and will not be on the version of PBS that you will use. If for any reason the Select Airline Code box does appear, select aca for Mainline or rga for Rouge from the list of airlines. Bulletin 3 Side-by-Side Page 2 of

3 Log In Screen Once the Login button has been selected PBS will authenticate the information. NOTE: This step is automatic. Bulletin 3 Side-by-Side Page 3 of

4 Log In Screen Once the information has been authenticated PBS will begin the synchronization process. NOTE: This step is automatic. NOTE: If Automate On Startup and Close On Success are selected then PBS will automatically synchronize the required data and proceed to the Info tab the next time PBS is accessed. These options may be changed once PBS is loaded by clicking on the Sync Data icon (reviewed later in this document). Bulletin 3 Side-by-Side Page 4 of

5 Log In Screen The Synchronization Options Window [2] will appear allowing the following options to be selected: 3 Automate On Startup: Synchronization will automatically begin once the Login button has been selected (at next log in) *. 4 Close On Success: Closes the Synchronization box once synchronization has been successfully completed (at next log in) *. 5 Status: Displays the status of the synchronization process and what has been synchronized. 6 View Log: Displays a log of the synchronization activities (once the Synchronization Options Window has been closed). * If Automate On Startup and Close On Success are selected then PBS will automatically synchronize the required data and proceed to the Info tab the next time PBS is accessed. Bulletin 3 Side-by-Side Page 5 of

6 Log In Screen 7 Example of the Status information. A green checkmark [7] indicates a completed file transfer in the current bid period. A black checkmark indicates that information is available however it has not been downloaded. This is the case with previous bids and bid periods. NOTE: This step is optional however if you want to view and/or copy information from previous bid periods then click on the black checkmark and synchronizing your bids. The newly downloaded information will be available for this session only and the process will need to be redone if you log out and restart another bidding session. Bulletin 3 Side-by-Side Page 6 of

7 Log In Screen Example of the Synchronization Log. This screen is displayed after the Synchronization Options Window has been closed and only if the View Log box has been checked. NOTE: This step is optional. Bulletin 3 Side-by-Side Page 7 of

8 Log In Screen 8 9 The Synchronization process is complete when the Synchronization Options Window displays Synchronization complete [8]. To enter PBS, close the Synchronization Window by clicking on the X [9]. NOTE: If Automate On Startup and Close On Success are selected then PBS will automatically synchronize the required data and proceed to the Info tab the next time PBS is accessed. These options may be changed once PBS is loaded by clicking on the Sync Data icon (reviewed later in this document). Bulletin 3 Side-by-Side Page 8 of

9 1 PBS General 2 The has a more graphical look to it. Options are now along the side of the main screen [1]. The New U.I display will consider the size and/or resolution of the screen/window in which it is displayed. A laptop or desktop with a high-resolution display will usually display all items. An ipad or lower resolution laptop or desktop may not show all items however missing items may be summoned by swiping or clicking on the corresponding tab on the side of the screen [2]. Bulletin 3 Side-by-Side Page 9 of

10 Info Tab The Info Tab will display: 3 Bidder Details 4 Bidding Information 5 Block Period NOTE: This information is displayed at the top left and bottom center of the screen 6 Confirmation Number and last submission date 7 Graph of the number of pairings by length in calendar days NOTE: This information refers to the number of pairings and not the total instances of pairings NOTE: Scroll down to see more information (if applicable). Bulletin 3 Side-by-Side Page 10 of

11 Info Tab The Info Tab will display: 8 Synch Data: Use to synchronize bid and pairing data. The Synchronization Option Window will appear. NOTE: Any options that were selected on startup may be modified at this time. 9 Help 10 Log Out 11 Internet Connection indicator: Green: Connected to the internet Grey: Not connected to the internet 12 - Upcoming Activities: Activities that may affect your block such as overlaps, training, vacation, etc. NOTE: Scroll down to see more information (if applicable). Bulletin 3 Side-by-Side Page 11 of

12 Calendar Tab NOTE: Days/Hours information from earlier versions are now not displayed in the Calendar NOTE: For previous bid periods, PBS may only display the last half of the block month. This is the information used for calculating legalities during awards. The Calendar Tab will indicate pre-assigned duties/events such as training, vacation, etc. Total In-Period Credit [1] (if applicable) is also displayed. The upper calendar shows pairings as light blue circles [2] (if a 1-day pairing) and elongated light blue circles (rounded rectangles) [3] for multiday pairings. The top calendar (horizontal left to right) will indicate the dates of the preassigned duties (training, vacation, etc.) as greenish coloured circles over the applicable dates. The bottom calendar is a traditional style. It will indicate the dates of the pre-assigned duties and pairings, and you may click on the icons for additional information. NOTE: Scroll down to see more information (if applicable). Bulletin 3 Side-by-Side Page 12 of

13 Calendar Tab 4 A vertical style calendar is also available by toggling the Calendar View icon [4]. The vertical calendar will also indicate the dates of the pre-assigned duties and pairings, and you may click on the icons for additional information. Bulletin 3 Side-by-Side Page 13 of

14 Bids Tab NOTE: As a direct comparison, the bid above in the is identical to the one shown in the Colours are used to assist in easy identification of different bid types and bid lines. Start Pairings bid groups are now more easily visible as they are combined [1] and defined vertically (start of bid group and end of bid group) by a light blue background. Start Reserve bid groups [2] only have the light blue background at the start of the bid group. User added bid groups/lines are numbered [3] and system default bid groups/lines are grayed out and not numbered [4]. Bulletin 3 Side-by-Side Page 14 of

15 6 Bids Tab 7 8 Bid types are clearly visible and identified by colour: - Current [6]: White background - Default [7]: Yellow background - Training [8]: Green background Bulletin 3 Side-by-Side Page 15 of

16 Bids Tab Bid groups are clearly visible and identified by colour: - Start Pairings: Light blue - Start Reserve Bid: Light blue - Start Reserve: Light blue - Embedded Bid Lines: Light blue Bid lines are clearly visible and identified by colour: - Prefer Off: Yellow - Award Pairings: Green - Avoid Pairings: Orange - Instruction: Dark blue - Set Condition: Blue - Waive: Blue Bulletin 3 Side-by-Side Page 16 of

17 Bids Tab Buddy Bid: (Mainline Only) Click on the X and then add the other 18 Synch Data buddy s employee number to the selected bid type (Current and/or 19 Help Default). 20 Log Out NOTE: As now, both buddies must indicate the other s number. 21 Cut selected bid line Buddy bids only apply to the type (Current/Default) where 22 Copy selected bid line they are entered. 23 Paste selected bid line 10 Current Bid tab NOTE: Paste icon is only seen when cut or copy has been used 11 Default Bid Tab 24 Delete selected bid line 12 Training Bid tab 25 Move selected bid line up or down 13 Access current/past bids NOTE: Icon is grayed out if function is not possible with selected 14 Delete All bid lines (for displayed bid type: Current, Default or bid line Training) 26 Edit selected bid line 15 Print bid (for displayed bid type: Current, Default or Training) 27 Analyze selected bid line 16 - Submit All Bids (Current, Default and Training) 28 Insert new bid line above selected bid line NOTE: Internet connection required to submit all bids 29 Insert new bid line below selected bid line Only submitted bids are used for block awards 30 Analyze your bid 17 Save All Bids (Current, Default and Training) 31 Add new bid line (opens up the Bid Preference Editor) NOTE: Internet connection NOT required to save all bids however 32 Bid line editing functions (bid line must be selected): saved bids are stored on your device and not submitted to - Cut, Copy, Edit, Analyze, Insert Above, Insert Below the PBS server Saved bids are NOT used for block awards. Only submitted bids NOTE: When hovering over the icon for most of these options a tag are used for block awards. will appear with the icon name Bulletin 3 Side-by-Side Page 17 of

18 The Current layout of PBS opens up a new window in your browser when adding or editing new bid lines. The bid line options are arranged vertically where sub options like Any Aircraft are displayed below the option. Bids Tab Bid Preference Editor The keeps everything in the same window on your screen. As such, we navigate vertically as with the Current layout however, to save screen space, the options on the Bid Preference Editor may change to reflect the specific preference that you are choosing. Not to worry, although strange at first there are visual cues to assist you in navigating through the process if you know where they are. JEAN DOE (012345) YUL-ALL-P: To illustrate this, in the following example, we will create a simple bid line: Award Pairings If Any Aircraft Type 330. Bulletin 3 Side-by-Side Page 18 of

19 NOTE: Screen shots have been cropped to save on space. The keeps everything on one screen. Bid lines are created in the Bid Preference Editor [1]. The Bid Preference Editor is not always displayed. It appears when you are adding a new bid line or editing an existing bid line. Bids Tab Bid Preference Editor 1 2 The will still display bid line options vertically in the Bid Preference Editor however sub options are displayed in a list of their own as preferences are selected. In this example we have selected Award Pairings [2], which brings up the Award Pairings preferences [3]. 4 5 To assist you in building your bid line(s) the header [4] will indicate which preference overlay is being displayed. Navigation aids [5] will be displayed in the Bid Preference Editor and on your bid sheet as you build your bid line. PBS will also display your progress in building your bid line as you move from one preference to another. Note that although Edit in Progress or a partial bid line appears on your bid sheet [6] there is no bid line number associated with it. This serves as a note of your progress in building your bid line We will continue our example by requesting Any Aircraft Type [7] which brings up the Any Aircraft Type preferences [8]. 8 Again, navigation information is shown in the Bid Preference Editor [9] Now that we are at Any Aircraft Type we may select 330 [10]. You will notice that once you have selected an aircraft the Apply [11] button becomes active and you now see a preview of the bid line that you are building [12] on your bid sheet. This is helpful when you are building bid lines with multiple parameters. 10 Bulletin 3 Side-by-Side Page 19 of

20 The final step in creating a bid line is to select Apply. Once that is done the bid line will have a bid line number [13]. While the Bid Preference Editor is active you will still see the makings of the bid line [14] without a bid line number. This information is still kept in the Bid Preference Editor and may be used to create multiple bid lines with similar parameters. Bids Tab Bid Preference Editor If you use the navigation within the Bid Preference Editor to go back you will see a checkmark [15] on any parameters that have been used for the bid line. 15 If you are done with this type of bid line and/or want to start a new type of bid line you may select Reset [16]. Since the Bid Preference Editor is still open, Edit in Progress [17] will be displayed as a bid line preview on your bid sheet. If you have finished entering bid lines, selecting the Close Editor icon [18] will close the Bid Preference Editor. The bid line preview will disappear as the Bid Preference Editor has no data stored in it. and you will be redirected to your bid sheet Remember that you must submit [19] your bids for them to be used for your block awards. If you are off-line then you may save [20] your bids to the device that you are working on The icons are grayed out when not available. Bulletin 3 Side-by-Side Page 20 of

21 Bids Tab Adding Bid Group and Bid Lines We will now go through an example of creating a bid group (Start Pairings) and a couple of bid lines. NOTE: Screen shots have been cropped to save on space. 1 2 Starting from a blank bid. We will create a Start Parings bid group, a Prefer Off bid line and two Award Pairings bid lines. Click on Start Bid Group [1]. Click on the desired bid group that you want to add to your bid. In this example we want a Start Pairings bid group so we select Start Pairings [2] The Start Bid Group options will appear in the Bid Preference Editor [3]. The selected Start Bid Group option will be selected (green check mark) [4]. Click on Apply [5] to add the selected bid group type to your bid. Bulletin 3 Side-by-Side Page 21 of

22 Bids Tab Adding Bid Group and Bid Lines A Start Pairings bid group [6] has been added to your bid sheet. NOTE: The Bid Preference Editor will display the main bid options [7]. NOTE: As a user added bid the Start Pairings bid group will show a bid line number [8] and as with all Start Pairings bid groups, an embedded Award Pairings bid line [9] will be added. We will add a Prefer Off March 6 th bid line. Select Prefer Off [10] As we are in the Prefer Off options, Prefer Off [11] will appear above the Bid Preference Editor. As we work in the Bid Preference Editor, PBS will show information in the bid line preview [12]. We will add a specific date in our Prefer Off bid line. Select Dates List [13]. A calendar [14] will be displayed. NOTE: Since we are now in the Dates List portion of the Prefer Off preference in the Bid Preference Editor, Dates List [15] is displayed. This type of navigation information is updated depending on what option/preference you are working on. Bulletin 3 Side-by-Side Page 22 of

23 Bids Tab Adding Bid Group and Bid Lines Select the desired date [16]. The bid line preview will show the options that have been selected so far [17]. Once a bid line is possible, the Apply button [18] will be available. Once you are satisfied with the bid line, select Apply [19]. The bid line will appear on your bid sheet [20]. NOTE: The bid line preview will still contain the information that appears in the Bid Preference Editor [21]. This allows the ability to quickly add many similar bid lines The next bid line we want to add is: Award Pairings If Departing On March 16 th If Layover CDG. Since we are done with adding Prefer Off bid lines at this point, we will select Reset [22] to clear everything in the Bid Preference Editor and return to the main options [23]. From the main options, we will select Award Pairings [24] Since we are in Award Pairings, Award Pairings will be displayed in the Bid Preference Editor [25]. From the Award Pairings options, select Depart On [26]. NOTE: If your desired option is not displayed you may scroll down for more options. Bulletin 3 Side-by-Side Page 23 of

24 Bids Tab Adding Bid Group and Bid Lines Since we are in the Depart On option, Depart On will be displayed in the Bid Preference Editor [27]. Select Dates List [28]. Since we are in the Dates List option, Dates List will be displayed in the Bid Preference Editor [29]. A calendar [30] will be displayed Select the desired date [31]. The bid line preview will show the options that have been selected so far [32]. Once a bid line is possible, the Apply button [33] will be available however since we will be adding more options to this bid line, select Back To Depart On [34] 31 Select Back to Award Pairings [35] to go back to the Award Pairings options. Bulletin 3 Side-by-Side Page 24 of

25 Bids Tab Adding Bid Group and Bid Lines From the Award Pairings option, select Layover [36]. 36 NOTE: Since we have already modified the Depart On option, a green checkmark is next to it to indicate that there is information there. Since we are in the Layover option, Layover will be displayed in the Bid Preference Editor [37]. Select Stations [38] Since we are in the Stations option, Stations will be displayed in the Bid Preference Editor [39]. Select None Selected [40] to display a list of the layover stations [41] at your base. Scroll down the list to find your desired layover station. A Search box [42] is also available should you prefer to type in the threeletter airport code. NOTE: As letters are typed into the Search Box stations with that/those letter (or letters) will be available in the list. Bulletin 3 Side-by-Side Page 25 of

26 Bids Tab Adding Bid Group and Bid Lines Since we want a layover in Paris we can simply type cdg in the Search box. Station CDG will be displayed [43]. 43 Select the desired station, CDG [44]. 44 The selected station will be highlighted and a check mark added to the right. NOTE: We could also have scrolled through the list of stations and selected the one(s) that we want as part of a bid line Click on Apply [45] and the new bid line has been added to your bid. A 1 is displayed [46] to indicate as a reminder that one station is selected in the list. The number displayed will coincide with the number of selected stations. The information used to create the bid line is still shown in the preview below the new bid line [47]. For example, our next bid line will now ask for a layover in FRA on the same date. CDG is still selected. Since we do not want this station click Reset [48] to clear any stations that are selected. Clicking on a selected station will also de-select it [49]. NOTE: There is no bid line associated to the preview, its purpose is to facilitate adding multiple bid lines that share similar parameters. Bulletin 3 Side-by-Side Page 26 of

27 Bids Tab Adding Bid Group and Bid Lines NOTE: With the Stations reset, Edit in Progress [50] is displayed. We can now scroll down (or search for) FRA and select it [51]. The preview [52] now shows the potential bid line. NOTE: The potential bid line in the preview is not part of your bid yet. To add it to your bid you must click on Apply [53] Once Apply has been clicked the bid line is added to your bid [54]. To clear all the parameters that have been selected and start a completely different bid line, it is best to use the Reset button [55]. Select the Close Editor icon [56] to close the Bid Preference Editor if you are done with entering bid lines. Bulletin 3 Side-by-Side Page 27 of

28 Bids Tab Adding Bid Group and Bid Lines NOTE: Remember to Submit [57] (if on-line) or Save [58] (if off-line) your bids regularly. We will submit our bids [59]. NOTE: When bids are saved or submitted ALL bid sheets (Current, Default & Training) are saved or submitted regardless of what bid sheet is displayed A pop up is displayed when bids are submitted. Click on OK [60] to close it. When bids have been submitted the Submit and Save [61] icons are grayed out until any modifications are made to the bid. Bulletin 3 Side-by-Side Page 28 of

29 1 Bids Tab Buddy Bid (Mainline Only) To create a Buddy Bid: Go to the top left of the bid sheet [1] 2 Click on the X to the right of the Buddy ID box [2]. The X will turn into a check mark. 3 Enter the buddy s employee number [3]. Start your bid. NOTE: Buddies are tied to the bid type where they are added so ensure that you add your buddy to the bid that you will be using (Current or Default). For example: If you add your buddy only to your Default bid and use your Current bid for that bid period then PBS will not see your buddy since for that month your Current bid was used. Bulletin 3 Side-by-Side Page 29 of

30 Results Tab As with the current version of PBS, the Results Tab is not used. Bulletin 3 Side-by-Side Page 30 of

31 There is no equivalent to the Settings tab in the The Settings Tab was mainly to download the PBS Desktop Bidder which has been incorporated into the Bulletin 3 Side-by-Side Page 31 of

32 Pairings The Pairings Tab will display all of the pairings available for your classification at your base. NOTE: There may be a delay in displaying the pairings. If no pairings are displayed it may take extra time. We have found that if you go to another tab and then back to the Pairings tab that the pairings will appear. Bulletin 3 Side-by-Side Page 32 of

33 1 2 Pairings Show/Hide Columns: - Check-In Time, Check-Out Time, Credit Value, TAFB, L/O Stns, Positions, Allowance, Equipment and/or Days 2 Select All Pairings 3 Sort By: - Pairings may be sorted by any of the selected columns in Show/Hide columns option 4 Order By (Lowest to Highest or Highest to Lowest) 5 Award (when a pairing or pairings are selected add an Award bid line to my bid sheet to request these specific pairings) * 6 Avoid (when a pairing or pairings are selected add an Avoid bid line to my bid sheet to avoid these specific pairings) * 7 Show Pairing Report (detailed view of pairing in bid package format) 8 Number of unique pairing numbers 9 Show Filters: used to search or filter pairings in the list 10 Show Dates View: show dates that the pairing operates 11 Length, in days, of the pairing Select desired pairing 13 Pairing Number 14 Pairing Check-in 15 Pairing Check-out 16 Pairing Credit / TAFB 17 Layover Station(s) 18 Positions / Allowance (Expenses) 19 Aircraft Type(s) * You must have created a Start Pairings bid group to use this function. The bid line with the selected pairing(s) will be added to the selected bid type (Current/Default) Bulletin 3 Side-by-Side Page 33 of

34 20 Pairings Show/Hide Columns To modify the columns displayed click on Show/Hide Columns [20]. Information about the pairing that may be displayed: - Check-In Time - Check-Out Time - Credit Value - TAFB - L/O Stns - Positions - Allowance - Equipment (aircraft type) - Days Select or de-select the desired column by clicking on it or the corresponding check mark. Sort By Pairings may be sorted by: - Check-In Time - Check-Out Time - Credit Value - TAFB - L/O Stns - Positions - Allowance - Equipment (aircraft type) - Days NOTE: Sort options are the same as the selected columns in Show/Hide Columns The default sorting order is by Pairing Number (lowest to highest). To change the order, click on the down arrow [21] and select the desired sorting method. To change the direction of the sort order, click on the arrow [22]. Bulletin 3 Side-by-Side Page 34 of

35 Pairing Search 1 All of the pairings are displayed in the Pairings tab. Rather than searching you will filter the list for the pairings that you want to see. The result is like a search. To begin a filter, click on the Show Filters icon [1]. Bulletin 3 Side-by-Side Page 35 of

36 Pairing Search 2 The list of available filters will appear on the right [2] under Pairing Preferences. Bulletin 3 Side-by-Side Page 36 of

37 Pairing Search Select the desired preference (in this example it is Any Aircraft Type A330) [3] and click on Apply [4]. Once Apply has been selected the pairings with an A330 as any aircraft will be displayed [5]. The filter criteria will be displayed at the top of the Pairing window [6] In this example, we can see that there are 69 distinct pairing numbers that have an A330 as any aircraft type [7]. Bulletin 3 Side-by-Side Page 37 of

38 Pairing Search Additional information may be seen by clicking on the pairing number [8] or by selecting the check mark [9] next to the desired pairing or pairings and clicking on the Pairings Report icon [10]. To select all the pairings, click on the check mark [11] at the top of the screen. To add more than one parameter to the filter, click on Back To Pairing Preferences [12] and choose more parameters. To start a new filter, click on Reset [13]. NOTE: You may add pairings to your active bid sheet directly from the Pairings tab. To do so select the desired pairings and select either the Award or the Avoid icon [14]. Bulletin 3 Side-by-Side Page 38 of

39 Training Pattern 1 The Training Tab will display all of the Training Patterns available for your classification at your base. Training Patterns may be filtered [1] in the same way as you filter pairings. Bulletin 3 Side-by-Side Page 39 of

40 Training Pattern 2 3 If a is shown [2] then there is more information to be displayed. Hover your mouse over the to see a pop-up [3] with more information. 4 Selecting a specific Training Pattern will display more information about that training pattern [4]. Bulletin 3 Side-by-Side Page 40 of

41 Download PBS Schedule 1 How to Import your schedule to an iphone 1. From PBS download the PBS Schedule [1]. 2. From your device, the ICS file to yourself. 3. From your iphone, tap the "Mail" icon on the home screen. 4. Tap the name of an account to view its messages. 5. Tap the message that has the attached ICS calendar file. 6. Tap the ICS file name in the message window. A list of events appears. 7. Tap an event then tap Add to Calendar, choose to which you want to add the event, and then tap "Done". 8. Press the "Home" button. Tap the "Calendar" icon on the iphone to access your newly imported calendar events. Bulletin 3 Side-by-Side Page 41 of