Forms Management

Overview

This section will cover the Forms Management feature in the AMI system. This feature will allow you to generate Logbook Entries, and FAA Form 337’s.

To access the Forms Management section, use the Actions menu from any of the tabs of the Job Details Page (excluding the Customer Documents tab) and click Forms Management. This will open a window that will allow you to generate these forms.

Forms Management Window

Logbook Entries

In the Forms Management window, under the Maintenance Records, is a list of Logbook Entries that are available to edit and print. The list is populated from entries added in the Maintenance Records Tab of the work order.

To generate a Logbook Sticker, select the desired Logbook Entry – this will open the Logbook Sticker Editor. The AMI system provides this editor so you can modify the raw Maintenance Record data and make it suitable for printed customer Logbook Stickers.

With the editor, you can change the font, format the form, highlight sections, or even add images.

Logbook Entry Editor

The Logbook Header is populated from information provided in the Maintenance Records Tab and information from the Setup Info & Defaults. You can change your company information using the Document Headers Tab in Setup Info & Defaults.

The Repairs / Maintenance section will be populated from the Corrective Actions located in the Squawks/CA Tab. You can use the information “as is” or edit it to suit your needs.

The Logbook Footer is populated from information provided in the Document Footers tab in the Setup Info & Defaults section. You can change the default information using the Document Footers Tab in Setup Info & Defaults.

When you are satisfied with the information, press the blue Initial Save of Sticker button.

Then use the Actions menu on the right of the page to print.

*Printing tip – Set Margins to None under the More Settings option of the print window.

!Once “Saved”, any subsequent changes made in the Squawks/CA Tab of the Work Order, WILL NOT be carried over to the saved sticker.

FAA Form 337

To generate a Form 337, select Add New Form 337 in the Forms Management window.

Once the 337 worksheet opens, enter a brief description or revision number, select all squawks that need to be included, then press the blue Submit button.

*Only squawks with the Repair Type flagged as Major 337 will appear in the squawk list.

The AMI system will pre-populate information about the aircraft, the customer associated with the work order, your shop, and the corrective actions from the selected squawks. Complete the form and press the blue Save Form Data button.

Form 337 - Aircraft Information Example

!If the customer name and address is NOT as shown on the aircraft’s registration certification, make sure to edit the information accordingly.

Once saved, an Actions menu will appear at the top right of the screen from which you can View / Print as PDF or Delete this Form 337.

*Printing tip – Make sure the print scale is set to 100% for proper printing.

All saved Form 337’s will be available in the Forms Management window to access at a later time.