Create Certificate Types

Certificate types define the categories of certifications and licenses that can be uploaded and tracked for users in your flight school. This guide shows how to create custom certificate types for licenses, medical certificates, endorsements, and other credentials.

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Creating a New Certificate Type

Follow these steps to create a certificate type:

1. Navigate to Certificate Types
   • Open the sidebar menu
   • Click on “Certificates”
   • Select “Types” from the submenu
2. Add New Certificate Type
   • Click “Add Certificate Type” button in the top right corner of the page
   • A form will appear to enter the certificate type details
3. Enter Certificate Type Name
   • Type the name of the certificate type (e.g., “FAA License”, “Medical Certificate”, “Radio License”)
   • Use clear, descriptive names that your team will recognize
4. Save the Certificate Type
   • Click “Save” to create the certificate type
   • The type is immediately available for use when uploading user certificates

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Using Certificate Types

Once created, certificate types are used when:

• Uploading user certificates: Select the appropriate type when adding a new certificate to a user’s profile
• Filtering certificates: View certificates by type across your organization
• Tracking expirations: Monitor when specific types of certificates need renewal

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Common Certificate Type Examples

Here are typical certificate types used by flight schools:

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Pilot Licenses

• FAA Private Pilot License
• FAA Commercial Pilot License
• FAA Airline Transport Pilot License
• EASA PPL
• EASA CPL

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Medical Certificates

• FAA Class 1 Medical
• FAA Class 2 Medical
• FAA Class 3 Medical
• EASA Class 1 Medical
• EASA Class 2 Medical

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Ratings & Endorsements

• Instrument Rating
• Multi-Engine Rating
• Complex Aircraft Endorsement
• High Performance Endorsement
• Tailwheel Endorsement

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Instructor Certificates

• Flight Instructor Certificate (CFI)
• Instrument Instructor (CFII)
• Multi-Engine Instructor (MEI)

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Other Certifications

• Radio Operator License
• TSA Clearance
• Background Check
• Insurance Certificate

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Best Practices

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Naming Conventions

• Use official terminology (e.g., “FAA” or “EASA” prefixes)
• Be specific to avoid confusion between similar types
• Include the level or class when applicable (Medical Class 1, Medical Class 2)

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Organization

• Create types that match your regulatory requirements
• Consider grouping related types with consistent prefixes
• Only create types you actually need to track

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Maintenance

• Review certificate types periodically
• Remove unused types to keep the list manageable
• Ensure names remain clear as your organization grows

Once certificate types are configured, you can upload and track certificates for instructors, students, and staff members throughout your organization.