# Who can book, edit and cancel: scheduling by role

> Everyone in the school sees the whole schedule. What changes by role is which lanes are drawn, what you can create, and what you can act on.

Source: https://www.aerscheduler.com/docs/scheduling/who-can-do-what-on-the-schedule
Section: Scheduling and dispatch. For: Owners, Admins, Dispatchers, Instructors, Students, Renters, Technicians.

Every member of the school can open `Calendar` (web console) and see every booking in
it. What changes by role is which lanes are drawn, which reservation types you can create, and
which bookings you can act on.

**Who can do this:** Owners, Admins, Dispatchers, Instructors, Students, Renters, Technicians

## Everyone sees the whole board

The schedule is a shared, view-only mirror of the school. A student can see the flight the
club president has booked on Saturday, including who is on it. This is deliberate, not an
oversight, because a dispatch board that showed you only your own flights would not tell you
whether an aeroplane is free.

Two things narrow the picture:

- **Renters and technicians** see aircraft lanes only. Room and simulator lanes are not drawn
  for them.
- Everyone else, including students, sees aircraft, simulator and room lanes.

![Calendar, day view](https://www.aerscheduler.com/docs/schedule-day-board.png)

## Owners and admins

Identical for scheduling. They can create any of the eight reservation types, assign anyone,
edit, reschedule, drag, cancel, ramp out, ramp in, fill in Who pays what, close out and bill a
guest flight, and raise an invoice for a closed-out booking by hand. They also own
[the booking rules](https://www.aerscheduler.com/docs/scheduling/booking-rules-and-settings), the school's time zone and
the overnight minimum.

They cannot sign off somebody else's close-out. The PIN is personal, and only people on the
booking can confirm it.

## Dispatchers

Everything on the board: create any type, assign anyone, edit, drag, cancel, ramp, and set who
pays what. What they cannot do is reach Settings at all, raise an invoice by hand, or see
financial reports.

## Instructors

Can create Solo, Shared flight, Dual, Ground, Guest and Sim bookings, book themselves in, and
act on any booking they are on: edit it, ramp it out and in, sign off their own close-out, and
change who else is on it. They can close out and bill a guest flight they are the instructor
on.

They cannot create a Rental or a Maintenance booking.

An admin can also let an instructor ramp out and ramp in bookings they are not on, from
**People → their record → Permissions → Ramp any flight out and in**. See
[Let an instructor ramp any flight](https://www.aerscheduler.com/docs/scheduling/ramp-out-and-ramp-in#let-an-instructor-ramp-any-flight).

> **Careful:** Cancelling is the exception. An instructor is offered a **Cancel reservation** button on every
> booking they are the instructor on, but the cancel itself only goes through on bookings they
> created. On one that somebody else booked it comes back with "You are unauthorized to make
> this request." Ask the front desk, or a technician, to cancel it.

## Students

Can create Solo, Shared flight, Dual, Ground and Sim bookings, book themselves in from
`You → Book` (web console) or by clicking an empty slot on the board, edit and
reschedule bookings they are on, ramp out and ramp in, and sign off their own close-out. They
can change which instructor they are flying with on their own booking.

They cannot create a Rental, a Guest flight or Maintenance, and they cannot take a classmate
off a group booking. Trying gets "You can only take yourself off this booking. Ask an
instructor or the front desk to remove someone else."

## Renters

Can create Rental and Shared flight bookings, self-book a rental from the aircraft they are
checked out on, edit and reschedule bookings they are on, ramp out and in, and sign off.

They cannot create Dual, Solo, Ground, Sim, Guest or Maintenance, and they do not see room or
simulator lanes.

## Technicians

Can create Maintenance bookings, including on an aircraft that is already grounded, which is
the one exception to the grounding rule. Maintenance exists to get the aeroplane back in
service, so it is allowed at every gate.

A maintenance booking carries **nobody**. The server refuses one with any person attached. A
technician still finds their own maintenance under
`You → Schedule` (web console), because AerScheduler matches the maintenance they
created rather than who is rostered on it.

Technicians can cancel any booking in the school.

## Which types each role can create

| Role         | Dual | Solo | Shared flight | Rental | Guest | Ground | Sim | Maintenance |
| ------------ | ---- | ---- | ------------- | ------ | ----- | ------ | --- | ----------- |
| Owner, Admin | Yes  | Yes  | Yes           | Yes    | Yes   | Yes    | Yes | Yes         |
| Dispatcher   | Yes  | Yes  | Yes           | Yes    | Yes   | Yes    | Yes | Yes         |
| Instructor   | Yes  | Yes  | Yes           | No     | Yes   | Yes    | Yes | No          |
| Student      | Yes  | Yes  | Yes           | No     | No    | Yes    | Yes | No          |
| Renter       | No   | No   | Yes           | Yes    | No    | No     | No  | No          |
| Technician   | No   | No   | No            | No     | No    | No     | No  | Yes         |

Roles are independent and you can hold several at once, so somebody who is both an instructor
and a renter gets the union of the two rows.

> **Note:** Owner, admin and dispatcher are not self-booking roles. They put other people on the schedule.
> An admin who also instructs books themselves as an instructor, and a pure dispatcher has no
> Book page at all.

## Who can cancel a booking

Cancelling has its own rule, and it is narrower than editing:

| Who                      | Can cancel                             |
| ------------------------ | -------------------------------------- |
| Owner, admin, dispatcher | Any booking                            |
| Technician               | Any booking                            |
| Anybody else             | Only a booking they created themselves |

Because it turns on who created the booking, the same student gets different answers on two
identical flights: the one they booked themselves can be cancelled, the one the front desk
booked for them cannot.

On the web console, students and renters are not shown a Cancel button at all, even on a
booking they created, because the board cannot see who created it. They can cancel from the
iOS app, or ask the front desk. See
[Why can't I edit, move or cancel this booking?](https://www.aerscheduler.com/docs/scheduling/why-cant-i-edit-move-or-cancel).

## Related

- [Which reservation type should I use?](https://www.aerscheduler.com/docs/scheduling/reservation-types): What each of the eight types books, and who fits on it.
- [Booking rules and settings](https://www.aerscheduler.com/docs/scheduling/booking-rules-and-settings): The org-wide switches, and what a dispatcher cannot reach.
- [Why can't I edit, move or cancel?](https://www.aerscheduler.com/docs/scheduling/why-cant-i-edit-move-or-cancel): When a booking locks, and which rule caught you.
