CM-05 · Crew Training & Recurrency Management

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Process Flow Diagram (BPMN)

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L4 Process Steps

Step	Step Name	Role / Swim Lane	System	Input	Output	KPI	Dec?	Exc?
Phase 1 1.1	Identify expiring crew certifications	Crew Training Analyst	Jeppesen Crew Management System	Crew qualification records, certificate expiry calendar	List of crew members with certifications expiring within 90 days	100% of expiring certs identified ≥60 days before expiry	N	N
1.2	Map requirements against FAR/AQP framework	Crew Compliance Manager	Jeppesen Crew Management System	Expiry list, FAR Part 61/63/65 requirements, airline AQP approval document	Per-crew training requirement matrix (type rating, recurrent, PC, OE, SEP)	Requirement matrix accuracy ≥99% vs. FAA-approved AQP schedule	Y	N
1.3	Validate requirements against fleet qualification matrix	Crew Training Analyst	Jeppesen Crew Management System	Training requirement matrix, aircraft type endorsements per crew member	Validated training plan with fleet-specific simulator variant assignments	Zero invalid simulator variant assignments at time of booking	N	Y
Phase 2 2.1	Generate training schedule and crew assignments	Training Scheduler	CAE SimFinity Learning Management System	Validated training plan, simulator availability calendar, crew contract bid periods	Draft training schedule with crew-to-session assignments	Training schedule published ≥45 days before earliest session date	N	N
2.2	Check crew scheduling conflicts and FAR legality	Crew Scheduling Coordinator	Jeppesen Crew Management System	Draft training schedule, current crew pairing and rostering data	Conflict-free training assignments with FAR Part 117 rest compliance confirmed	Zero training assignments that violate FAR Part 117 rest or duty limits	Y	Y
2.3	Reserve simulator slots and instructor resources	Training Scheduler	CAE SimFinity Learning Management System	Conflict-free training assignments, simulator capacity at CAE/FlightSafety facilities	Confirmed simulator reservations and instructor assignments	Simulator utilisation rate ≥85%; booking cancellation rate ≤5%	N	Y
2.4	Notify crew of training assignments and prerequisites	Training Scheduler	SAP SuccessFactors Learning	Confirmed simulator reservations, eLearning pre-requisite course list	Training notification delivered to crew via crew portal; pre-study materials assigned in LMS	Crew acknowledgement of training assignment ≥95% within 5 business days	N	N
Phase 3 3.1	Deliver CBT and ground school modules	Crew Training Instructor	SAP SuccessFactors Learning	Crew training assignment, eLearning modules (systems, procedures, emergency)	Completed CBT records with pass/fail scores per module	CBT completion rate ≥98% before simulator session; average CBT pass rate ≥90% on first attempt	N	N
3.2	Execute simulator training session (PC/OE/LOFT)	Check Airman / Line Check Pilot	CAE SimFinity Learning Management System	Simulator briefing pack, AQP Maneuvers Requirements Table (MRT), crew pairing for session	Completed simulator session log with performance ratings per MRT maneuver	Session completion rate ≥97%; average maneuver proficiency score ≥3.0/4.0 on CAST/AQP rubric	N	Y
3.3	Verify attendance and training hours compliance	Crew Training Analyst	SAP SuccessFactors Learning	Simulator session logs, ground school attendance records	Verified training completion certificate with total contact hours	Attendance verification completed within 24h of session end; zero incomplete records forwarded to assessment phase	Y	Y
Phase 4 4.1	Administer written and oral knowledge exam	Check Airman / Designated Examiner	SAP SuccessFactors Learning	Completed ground school record, FAA-approved question bank	Exam result with pass/fail determination and topic-level breakdown	Exam pass rate ≥92% on first attempt; remedial re-exam scheduled within 7 days of failure	Y	N
4.2	Evaluate simulator checkride performance	Check Airman / FAA Designated Examiner	CAE SimFinity Learning Management System	AQP Maneuvers Requirements Table, simulator session video/data replay	Proficiency Check (PC) evaluation form; pass/fail recommendation per AQP standards	Checkride pass rate ≥95% on first attempt; debrief delivered within 1h of session end	Y	Y
4.3	Process pass/fail outcome and assign remedial path	Crew Training Manager	Jeppesen Crew Management System	PC evaluation form, exam results, crew training history	Pass: qualification advancement triggered. Fail: remedial training plan with timeline and restricted flying status applied	Remedial plan issued within 24h of failure; restricted flying status applied in Jeppesen within 2h of fail determination	Y	Y
Phase 5 5.1	Issue or renew certificate and update qualification record	Crew Compliance Manager	FAA IACRA (Integrated Airman Certification and Rating Application)	Passed PC evaluation form, current pilot certificate data, airline training records	Updated FAA airman record; renewed type rating or recurrent certification on file	Certificate updated in FAA IACRA within 5 business days of checkride pass; zero expired certificates active in Jeppesen qualification module	N	Y
5.2	Sync updated qualifications to crew scheduling system	Crew Training Analyst	Jeppesen Crew Management System	Updated FAA IACRA record, CAE SimFinity training completion data	Crew qualification profile updated in Jeppesen; crew cleared for line flying on qualified fleet type	Qualification sync completed within 4h of IACRA update; scheduling legality check auto-passed in Jeppesen within same window	Y	N
Phase 6 6.1	Monitor upcoming recurrency expiry dates	Crew Compliance Analyst	Jeppesen Crew Management System	Crew qualification profiles, recurrency interval rules (FAR 121.433, AQP cycle)	Rolling 90-day expiry dashboard updated daily; crew at-risk list generated	100% of expiring qualifications flagged ≥60 days before expiry; dashboard refresh latency ≤1h	N	N
6.2	Trigger automated recurrency alert to crew and base manager	Crew Compliance System (automated)	Jeppesen Crew Management System	At-risk crew list, crew contact directory, base manager hierarchy	Automated alert sent to crew member (60-day) and base manager (30-day); training scheduling re-triggered	Alert delivery confirmation rate ≥99%; training re-scheduling initiated within 3 business days of 60-day alert	Y	N
6.3	Escalate non-compliant crew to Crew Compliance team	Crew Compliance Manager	Jeppesen Crew Management System	Unresolved expiry alerts, crew scheduling status, FAA compliance reporting requirements	Non-compliant crew grounded in Jeppesen; compliance incident logged; corrective action plan issued to Director of Operations	Zero crew operating with lapsed certifications; escalation-to-grounding action completed within 2h of SLA breach	Y	Y

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Process Attributes

Identification

Process IDCM-05

L1 DomainCrew Management

L2 ProcessCrew Compliance & Certification

L3 NameCrew Training & Recurrency Management

L4 Steps18 across 6 phases

Decision Gates9 (all with iteration loops)

Exceptions9 documented

Swim Lanes (Roles)

Crew Training Analyst

Crew Compliance Manager

Training Scheduler

Crew Scheduling Coordinator

Crew Training Instructor

Check Airman / Line Check Pilot

Check Airman / Designated Examiner

Check Airman / FAA Designated Examiner

Crew Training Manager

Crew Compliance Analyst

Crew Compliance System (automated)

Systems & Tools

Jeppesen Crew Management SystemCAE SimFinity Learning Management SystemSAP SuccessFactors LearningFAA IACRA (Integrated Airman Certification and Rating Application)

Key Performance Indicators

Identify expiring crew certifications100% of expiring certs identified ≥60 days before expiry

Map requirements against FAR/AQP frameworkRequirement matrix accuracy ≥99% vs. FAA-approved AQP schedule

Validate requirements against fleet qualification matrixZero invalid simulator variant assignments at time of booking

Generate training schedule and crew assignmentsTraining schedule published ≥45 days before earliest session date

Check crew scheduling conflicts and FAR legalityZero training assignments that violate FAR Part 117 rest or duty limits

Reserve simulator slots and instructor resourcesSimulator utilisation rate ≥85%; booking cancellation rate ≤5%

Notify crew of training assignments and prerequisitesCrew acknowledgement of training assignment ≥95% within 5 business days

Deliver CBT and ground school modulesCBT completion rate ≥98% before simulator session; average CBT pass rate ≥90% on first attempt

Airline-Specific Risks & Pain Points

Jeppesen qualification module requires manual reconciliation with FAA IACRA records; mismatches cause last-minute groundings when discrepancies surface during pre-flight checks

Airlines with FAA-approved AQP have different recurrency intervals than standard FAR Part 135/121 defaults; Jeppesen must be manually configured per AQP module or will generate false compliance gaps

Fleet commonality assumptions (e.g. 737-700 vs. 737 MAX 8 differences) can result in incorrect simulator type bookings; reconfigured MAX simulators require separate certification after Boeing grounding

CAE SimFinity scheduling does not natively integrate with Jeppesen rostering; double-bookings arise when crew are simultaneously assigned to flying duties and simulator sessions during the same duty period

Simulator sessions count as duty time under FAR Part 117 but are often omitted from crew duty calculators; non-compliance discovered late in scheduling cycle forces expensive last-minute crew swaps

Industry-wide simulator capacity constraints (limited Level D 737 MAX simulators globally) cause lead times of 6–12 weeks; last-minute certificate expirations cannot be accommodated without costly wet-lease of third-party simulator time

Inputs / Outputs

Primary InputCrew qualification records, certificate expiry calendar

Primary OutputNon-compliant crew grounded in Jeppesen; compliance incident logged; corrective action plan issued to Director of Operations

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