# Review and manage a currency rule

> Open a rule from Go / No-Go to see who it covers, who is current or lapsed, which documents are attached or missing, and who may sign it off.

Source: https://www.aerscheduler.com/docs/scheduling/manage-a-currency-rule
Section: Scheduling and dispatch. For: Owners, Admins, Dispatchers.

Open `Go / No-Go` (web console) and click a currency rule. The detail page
shows who the rule covers, every member's standing, and the document evidence attached
to each record.

**Who can do this:** Owners, Admins, Dispatchers

## Read the rule before acting

The four counts separate **Current**, **Expiring soon**, **Expired**, and **Not signed
off**. The member list starts with the records needing attention, so an expired medical
does not disappear below a long current roster.

The Rule and scope card answers three different questions:

- Which people groups receive this requirement
- Which aircraft groups it can block
- How long a sign-off lasts and when warning begins

> **Careful:** A rule with no people groups or no aircraft groups enforces nothing. The page labels that
> state clearly. Adding only one side of the scope does not make the rule active in practice.

## Review a member's standing

Search by name or email, or filter the roster to one standing. Each row shows the projected
expiry, who signed the current period, and the required documents attached to it.

Click the member's name to open `People → the member → Compliance` (web console).
That is the full record for all of their currencies, documents, and approved aircraft.

## Sign off or renew

For a rule with no required documents, an authorized person can click **Sign off** or
**Renew**, choose the date the new period began, and save.

Admins and owners can always sign off. A dispatcher only gets the button when the rule has
**Dispatchers can renew** turned on.

If the rule requires documents, the action reads **Review documents** instead. Open the
member and upload the required evidence there. Uploading a matching document starts the new
currency period and attaches that evidence to it.

## Attached and missing documents

The Required documents card lists the document types the rule expects. A member row names
anything missing. A document can be present but still expire separately, so review the
member's Compliance tab when the document itself needs replacement.

## Change the rule

Owners and admins can click **Edit rule**. Changing the people groups changes who receives a
record. Changing required document types resets sign-offs so AerScheduler can attach the new
evidence correctly.

Dispatchers can read the rule and work its roster, but they cannot change school settings.