Who should do this tutorial? New workspace administrators setting up PlaneConnection for the
first time. The onboarding flow appears automatically after workspace creation.
Before you start
You will need a freshly created PlaneConnection workspace. The onboarding screen appears automatically after workspace creation. If you skipped it previously, navigate to Settings > Re-run Onboarding to start again.Estimated time: 15—30 minutes. Your progress is saved automatically, so you can leave and
return at any time.
The onboarding screen has three zones: a progress stepper across the top showing your current phase, an ALI chat panel on the left where the conversation happens, and a live preview canvas on the right that updates in real time as you provide information.
ALI asks about your fleet, bases, and operation type. Answer the questions in the chat panel — you can type naturally or use the suggested reply chips.
Provide your aircraft types (e.g., Citation XLS, King Air 350), base locations (e.g., KTEB, KSDL), operation type, FAA certificate number, and crew count.
You should see aircraft cards appearing on the live preview canvas on the right as you provide fleet information.
When this phase completes, your aircraft records, base airports, and operation profile are saved to your workspace.
ALI asks you to identify five key personnel: Accountable Executive, Safety Manager, Director of Operations, Director of Maintenance, and Chief Pilot. For each person, provide their name, title, and email.
If one person holds multiple safety roles (common in smaller operations), ALI accepts the same
name for more than one position.
When this phase completes, personnel records, your organizational safety structure chart, and Safety Review Board membership are created.
ALI asks you to confirm that you are ready, then generates 22 Part 5 compliance documents customized with your organization name, personnel, and certificate information. These include your Safety Policy Statement, SMS Manual, Emergency Response Plan, investigation and CPA procedures, and more.
When complete, all 22 documents appear as drafts in Safety > Documents. You can review, customize, and approve them at your own pace.
For the complete list of all 22 generated documents, see the Manage Documents
guide.
ALI configures 40 Safety Performance Indicators (SPIs) with targets sized for your operation. These cover Flight Operations, Maintenance, Ground Operations, SMS Effectiveness, and Human Factors.
For the complete list of SPIs with definitions, units, targets, and alert thresholds, see SPI Definitions.
ALI walks you through the key areas of the platform: safety reports, investigations, CPAs, compliance tracking, the risk matrix, and your generated documents.
Everything you configured during onboarding can be updated later from its respective settings page. Fleet information is in Settings > Fleet, safety team personnel in Settings > Organization > Role Designations, and documents in Safety > Documents.
Next steps
Quickstart
Log in, explore your workspace, and navigate the platform.
Set Up Your SMS
Detailed SMS configuration beyond the onboarding defaults.
Use the Safety AI Assistant
Learn how ALI helps with ongoing safety analysis after onboarding.
SPI Definitions
Complete list of all 40 SPIs with definitions, units, and thresholds.