The software that holds the crew training record is the software that counts each pilot's checks before an inspector does. What the pilot record holds is set out in what pilot records the FAA requires for Part 135, the approved program behind it in Part 135 training program and recordkeeping requirements, and the check pilot's own file in Part 135 check pilot and flight instructor records. This page takes each rule the software has to count, then the questions to put to any vendor.
14 CFR 135.293: the knowledge test and the competency check
No pilot serves in Part 135 operations unless, since the beginning of the 12th calendar month before that service, the pilot has passed a written or oral knowledge test (135.293(a)) and a competency check (135.293(b)). The competency check is given in the class of aircraft for a single-engine airplane other than a turbojet, and in the type for a helicopter, a multiengine airplane, a turbojet airplane or a powered-lift.
The FAA or an authorized check pilot certifies the competency of each pilot who passes in the certificate holder's pilot records (135.293(f)). An instrument proficiency check under 135.297 may be substituted for the competency check for the type of aircraft used in the check (135.293(d)); the substitution reaches the competency check only, and the knowledge test stands on its own.
What the software has to hold: two dates per pilot, the test and the check, with the check kept per aircraft type or class and the check pilot who certified each.
14 CFR 135.297: the instrument proficiency check
A pilot in command under IFR needs an instrument proficiency check passed since the beginning of the 6th calendar month before that service (135.297(a)), given by an authorized check pilot or the FAA (135.297(c)(2)).
A pilot assigned to more than one type takes the check in each type in rotation, but not more than one flight check in each period (135.297(e)). A pilot assigned to both single-engine and multiengine aircraft takes the first check in a multiengine aircraft and alternates after that (135.297(f)).
What the software has to hold: a six-month clock beside the twelve-month ones, and the type flown on each check, because the rotation is read from it.
14 CFR 135.299: the line check
A pilot in command needs a line check passed since the beginning of the 12th calendar month before that service, in one of the types the pilot is to fly (135.299(a)). An approved check pilot or the FAA gives it over at least one route segment, with takeoffs and landings at one or more representative airports; for a pilot authorized to conduct IFR operations, at least one flight is flown over a civil airway, an approved off-airway route or a portion of either.
The check pilot certifies the result in the pilot training record (135.299(b)).
14 CFR 135.343 and 135.351: recurrent training
A crewmember serves only after completing the appropriate initial or recurrent training phase since the beginning of the 12th calendar month before that service (135.343). The section does not apply to a certificate holder that uses only one pilot.
Recurrent ground training includes a quiz or other review of the aircraft and crewmember position, and instruction as needed in the initial ground training subjects, among them crew resource management and emergency training (135.351(b)). Recurrent flight training covers the maneuvers and procedures of the subpart, and a 135.293 check passed within the preceding 12 calendar months may be substituted for it (135.351(c)).
One substitution at a time: FAA Notice N 8900.685 says the FAA does not allow a double substitution, so one instrument proficiency check cannot satisfy both 135.293 and 135.351.
What the software has to hold: each event credited to the requirement it satisfies, so one check ride never quietly answers three rules.
14 CFR 135.301(a) and 135.323(b): base month and grace month
A test or flight check completed in the calendar month before or after the month in which it is required is considered completed in the month it is required (135.301(a)). Recurrent training completed in the month before or the month after counts the same way (135.323(b)).
The month a check or training falls due is its base month. A 2006 interpretation by the FAA's Office of the Chief Counsel calls the base month, the month before it and the month after it (the grace month) the eligibility period. Work completed anywhere in those three months counts as done in the base month, so the base month does not move; an operator may also reset the base month by giving the training earlier than it is due.
The same interpretation reads the grace month as service time: a crewmember who has not completed recurrent training or checking in the base month may continue to serve until the end of the grace month, and not after it.
What the software has to hold: the base month as a field of its own, beside the date passed. A system that adds twelve months to the date passed slides a month later every time a check lands in a grace month.
14 CFR 135.323(c) and 135.63(a)(4): the record and who certified it
Each instructor, supervisor or check pilot responsible for a ground training subject, a segment of flight training, a course of training, a flight check or a competence check certifies the crewmember's proficiency and knowledge on completion, and the certification becomes part of the crewmember's record. In a computerized recordkeeping system the certifier must be identified with the entry, and a signature is not required (135.323(c)).
The pilot record holds the date and result of each initial and recurrent competency test and proficiency and route check, with the type of aircraft flown (135.63(a)(4)(vi)), the check pilot authorization, if any (135.63(a)(4)(viii)), and the completion date of the initial phase and each recurrent phase of training (135.63(a)(4)(x)). Each pilot record is kept for at least 12 months (135.63(b)).
The check pilot has a record too: completion of the training and checks the role requires is entered in the check pilot's own training record (135.337(c)), and a check pilot serves only after conducting a proficiency or competency check under the observation of an FAA inspector or an aircrew designated examiner within the preceding 24 calendar months (135.339(a)(2)). Part 135 check pilot and flight instructor records covers that file.
What to ask any crew training records software
- Does it count calendar months from the first day of the month, the way 135.293, 135.297, 135.299 and 135.343 count, or does it add days to a date?
- Does it keep a base month for each check and each training cycle, and credit work done in the month before or after to that month?
- When one check ride is both the instrument proficiency check and the competency check, does it credit each to its own base month, and decline to count the same ride as recurrent flight training?
- Does each entry name the instructor or check pilot who certified it, and was that check pilot authorized for the type on the day of the check?
- Does a date it cannot read show as unknown, or as a guess?
- When the POI asks for a pilot's record, can it hand over the dates with the documents behind them?
How FileFlo answers them. The 135.293 competency check, the 135.297 instrument proficiency check, the 135.299 line check and 135.351 recurrent training are dated in calendar months with base-month crediting. A check in the grace month is never shown as cleared: FileFlo says it cannot establish readiness until a qualified reviewer settles the reading. A competency check is validated against your fleet types and your check pilot roster, and a self-signed or out-of-fleet check is refused as invalid. A check whose check pilot signature is not detected is held as a review item that names the fix. A date FileFlo cannot read is refused as unknown, not guessed. The POI gets an inspector link scoped to one crew, showing each pilot's standing and the standing of each document behind it.
For the wider field, Part 135 compliance software compared covers manuals, OpSpecs and recordkeeping beside the crew record, Part 135 operations and recordkeeping software the flight records, and CAMP and Veryon alternatives the maintenance side. An operator moving its training records off an airline suite can start with Comply365 alternatives for Part 135 operators.
Worked example: one pilot in command, counted in calendar months
Illustration, not an operator
A pilot in command flies IFR in one multiengine airplane type. The base months on file: knowledge test and competency check March, instrument proficiency check August, line check May, recurrent training March. The next round counts like this.
| Passed | What | Counts as | Next due |
|---|---|---|---|
| February 9, 2027 | Instrument proficiency check (135.297(a)) | February 2027, its due month | August 2027 |
| February 9, 2027 | The same check, used as the competency check (135.293(d)) | March 2027: February is the month before the due month (135.301(a)) | March 2028 |
| February 9, 2027 | The same check, as recurrent flight training (135.351(c)) | Not counted: no double substitution (N 8900.685) | Recurrent training still due March 2027 |
| April 13, 2027 | Knowledge test, given with recurrent ground training (135.293(a)) | March 2027: April is the month after the due month (135.301(a)) | March 2028 |
| April 13, 2027 | Recurrent ground and flight training (135.343) | March 2027: April is the month after the due month (135.323(b)) | March 2028 |
| June 3, 2027 | Line check (135.299(a)) | May 2027: June is the month after the due month (135.301(a)) | May 2028 |
From April 1 to April 12, 2027 the pilot is in the grace month for the knowledge test and recurrent training. Under the FAA Chief Counsel's 2006 reading the pilot may serve until April 30, 2027 without them, and not after.
A system that adds twelve months to the date passed misdates four of these lines. It brings the competency check forward to February 2028, and pushes the knowledge test and recurrent training to April 2028 and the line check to June 2028. The late ones are the danger: in May 2028 it would still show the pilot inside a recurrent training window that closed under the rule on April 30, 2028.
Where FileFlo does the work
Most compliance tools track a date someone typed in and send a notice. FileFlo does the work behind the date: it reads each record, finds the date, checks it against the rule, files it where the rule wants it and works out what is due next, for every pilot, every aircraft and every recurring item. Each pilot's checks and training are worked out from the records you already hold, counted in calendar months the way Part 135 counts them, and cited to the rule. A check that fails the rule is refused with the reason, and a date FileFlo cannot read is shown as unknown rather than guessed. You approve what goes out, and your Director of Operations makes the operational decision.
Sources
Checked
- 14 CFR 135.63, recordkeeping requirements, eCFR
- 14 CFR 135.293, initial and recurrent pilot testing, eCFR
- 14 CFR 135.297, instrument proficiency check, eCFR
- 14 CFR 135.299, line checks, eCFR
- 14 CFR 135.301, grace provisions, eCFR
- 14 CFR 135.323, training program and certification, eCFR
- 14 CFR 135.337 and 135.339, check pilots, eCFR
- 14 CFR 135.343, initial and recurrent training, eCFR
- 14 CFR 135.351, recurrent training, eCFR
- Interpretation to Gregory S. Winton on recurrent training and the eligibility period (2006), FAA Office of the Chief Counsel
- Notice N 8900.685, Part 135 checking and recurrent flight training requirements, FAA. Effective December 14, 2023
Questions
What does Part 135 require in a crew training record?
Section 135.63(a)(4) requires an individual record of each pilot that includes the date and result of each initial and recurrent competency test and proficiency and route check, with the type of aircraft flown, any check pilot authorization, and the completion date of the initial phase and each recurrent phase of training. Under 135.323(c) the instructor or check pilot certifies each training segment and check, and a computerized entry identifies who certified it. Section 135.63(b) keeps each pilot record for at least 12 months.
What is a base month?
The calendar month in which a check or recurrent training falls due. Under 135.301(a) a test or flight check completed in the month before or the month after is considered completed in the due month, and 135.323(b) says the same of recurrent training, so the base month does not move. A 2006 FAA Chief Counsel interpretation calls the base month with the month before and the month after the eligibility period.
Can a pilot fly in the grace month?
The FAA Chief Counsel's 2006 interpretation says a crewmember who has not completed all recurrent training or checking in the base month may be scheduled and continue to serve until the end of the grace month, but not after it. A flight crewmember who misses the whole eligibility period completes requalification training before serving in revenue operations.
Can one check ride count as both the instrument proficiency check and the competency check?
Yes, for the type of aircraft used: 135.293(d) lets the 135.297 instrument proficiency check substitute for the competency check. FAA Notice N 8900.685 adds that the same instrument proficiency check cannot also satisfy recurrent training under 135.351, because the FAA does not allow a double substitution, and that a competency check and an instrument proficiency check flown together must meet the requirements of both.
Does a computerized training record need the check pilot's signature?
No. Under 135.323(c), when the certification is an entry in a computerized recordkeeping system, the certifying instructor, supervisor or check pilot must be identified with that entry, and a signature is not required.
How long are Part 135 crew training records kept?
Section 135.63(b) requires each pilot record under 135.63(a)(4) to be kept for at least 12 months. The certificate holder keeps it at its principal business office or another place the FAA approves and makes it available to the FAA for inspection under 135.63(a).