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V3F-G-FSG - I-4 IFR Planning and Enroute Procedures
V3F-G-FSG - I-4 IFR Planning and Enroute Procedures
V3F-G
DOCUMENT TITLE
Version 1.0
November 2019
This is a controlled document. All rights reserved. No part of this publication may be
reproduced, stored in a retrieval system, or transmitted, in any form, or by any means,
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writing, from the Chief Executive Officer of Flight Training Adelaide.
INSTRUMENT FLYING
IFR PLANNING AND FLIGHT STUDY GUIDE
ENROUTE PROCEDURES
CONTENTS
IFR PLANNING AND ENROUTE PROCEDURES ..........................................................3
I-4.1 INTRODUCTION .............................................................................................................3
I-4.2 AIM ..............................................................................................................................3
I-4.3 OBJECTIVES .................................................................................................................3
I-4.4 PRINCIPLES ..................................................................................................................4
I-4.4.1 Preparing for an IFR flight ..................................................................................4
I-4.4.1.1 Pilot requirements .......................................................................................4
I-4.4.1.2 Aircraft requirements ...................................................................................5
I-4.4.1.3 Weather ......................................................................................................5
I-4.4.2 Planning an IFR flight .........................................................................................7
I-4.4.2.1 Planning the right departure ........................................................................ 7
I-4.4.2.2 Planning the route .......................................................................................8
I-4.4.2.3 Selecting the cruising altitude ...................................................................... 8
I-4.4.2.4 Planning the arrival and approach ............................................................... 9
I-4.4.2.5 Alternate requirements .............................................................................. 10
I-4.4.3 Fuel Requirements...........................................................................................14
I-4.5 APPLICATION .............................................................................................................14
I-4.5.1 Planning ...........................................................................................................14
I-4.5.1.1 Stage 1 ..................................................................................................... 15
I-4.5.1.2 Stage 2 ..................................................................................................... 17
I-4.5.2 The Flight .........................................................................................................18
I-4.5.2.1 Taxiing for departure ................................................................................. 19
I-4.5.2.2 Departure preparation ............................................................................... 19
I-4.5.2.3 Departure and initial climb ......................................................................... 20
I-4.5.2.4 The en route phase ................................................................................... 21
I-4.5.2.5 Descent and approach .............................................................................. 23
I-4.5.2.6 Airwork and departure ............................................................................... 25
I-4.6 AIRMANSHIP ...............................................................................................................25
I-4.2 Aim
The aim of this chapter is to describe the correct en route procedures and rules to
be followed under the IFR.
I-4.3 Objectives
At the end of this chapter you should be able to:
• State the practical requirements for IFR planning
• State the pilot requirements for conducting an IFR flight
• State the aircraft minimum equipment list
• State the methods for calculating the LSALT/MSA and requirements for
descending below minimums
• Describe weather hazards when flying in IMC
• State the alternate requirements
I-4.4 Principles
As opposed to VFR, every aerodrome has specific alternate requirements for IFR
planning, depending on the approach available. Always read the weather minimums
in conjunction with the aerodrome alternate minimums to establish alternate
requirements.
Hazardous weather
During an IFR flight in IMC conditions you are unable to see what is in front of you.
Conditions like heavy rain showers, CBs and associated thunderstorms and
mountain waves, which you were able to recognise and avoid in VMC conditions,
are now hidden behind the clouds and poor visibility.
The weather forecast provides us with the expected weather conditions; however,
as you experienced during your training, conditions do change. It is therefore
valuable to refresh the dangers associated with hazardous weather conditions.
Mountain waves
Mountain waves present severe turbulence with up/downdrafts with vertical speeds
reaching 5000 fpm up to 14000 fpm at distances reaching 16nm from the mountain
top.
Mountain waves develop when winds of at least 25 kt blow at 90 degrees to a
mountain range. Consider flying at higher altitudes or further away from the
mountain range should conditions exist.
Thunderstorms
We are all familiar with the hazards associated with thunderstorm activity such as
low level down draughts, hail, severe turbulence, severe icing, low cloud base,
lightning. Avoiding a thunderstorm in IMC conditions is only possible using the aid of
a weather radar. Consider avoiding areas of forecasted thunderstorm activity
altogether when planning an IFR flight, unless you are confident you can maintain
visual conditions and the thunderstorm can be positively identified and avoided
visually.
Icing
A new threat, not yet experienced under the VFR is icing. The two things you need
to experience icing are:
• Visible moisture
• Temperature below freezing (0° or less).
Cloud types and temperature likely to cause icing:
• Stratiform clouds
o -40°C to -7°C: no severe clear ice. Moderate rime at warmer
temperatures.
o -7°C to -0°C: increasing threat of clear ice, severe in very thick cloud,
e.g. Ns, and with orographic uplift.
• Cumuliform cloud
o -40°C to -23°C: no severe clear ice. Moderate rime ice at warmer
temperatures.
o -23°C to -0°C: Increasing threat of clear ice, as temperature approaches
0°C. Severe in Cb clouds.
Classification of Icing
• Light: no change of course or altitude is necessary and no loss of speed
caused.
• Moderate: change of heading and/or altitude is considered desirable. Ice
accretion continues to increase but not at a rate sufficiently serious to affect
the safety of the flight, unless it continues for an extended period of time; air
speed may be lost.
• Severe: change of heading and/or altitude is considered essential. Ice
accretion continues to build up and begins to affect seriously the performance
and manoeuvrability of the aircraft.
Icing can adversely affect the performance of the aircraft including stalling at higher
speeds, as well as reduced speeds and lifting ability of the wings. Flight into known
icing conditions without suitable anti-ice and de-ice equipment is prohibited and
extremely dangerous.
In practical terms, planning above the freezing level is only an option when the pilot
in command is satisfied that the flight conditions will prevent the formation of any
type of ice, i.e. no visible moisture.
Ensure you are familiar with the following section in the Jeppesen manual:
• ATC – Departure approach and landing procedures
• ATC – Communications
• ATC – AU 700 section – non-towered aerodromes.
Further departure content is covered in a later section of this manual.
I-4.4.2.2 Planning the route
The following documents are to be used when planning an IFR flight:
• En route chart (ERC-LOW)
• Terminal area chart (TAC)
• Jeppesen en route section for specific planning requirements and route
limitations for planning in controlled airspace.
When selecting a route to follow for an IFR flight, the shortest route, even though it
might be the most commercially viable option, may not be the best option. A longer
route that provides more options in case something went wrong would be a safer
choice. Always ask yourself the following questions:
• What if we suffer an engine failure? Is the aircraft going to perform single-
engine to remain above the LSALT, or do I expect to become visual long
enough before being at ground level in a single-engine aircraft? Can I expect
suitable landing areas or diversion aerodromes along the route? Selecting a
route over a flatter/lower terrain is always a safer option than overflying
mountainous areas where landing areas are scarce.
• What if the weather changes? As diligent pilots we selected our alternate as
plan B, but what if we are confronted with un-forecasted weather? Sometimes
a plan B is not enough. Always have a plan C, D and E. A route with more
suitable aerodromes and navaids is safer than a direct to route over deserted
areas.
• What if we suffer an instruments or system failure? A route that will allow us to
become visual at an early stage is always safer than conducting an instrument
approach in IMC conditions should the instruments fail.
• What if the radio navaids ground stations become unserviceable or RAIM is
not available? A route with more navaids will give us more options should the
navigation system become unserviceable.
I-4.4.2.3 Selecting the cruising altitude
The most important aspect when planning an IFR flight is safety: obstacle clearance
and traffic separation. Maintaining terrain clearance throughout an IFR flight is of
paramount importance, as you will not be able to visually avoid obstacles. You will
need to rely entirely on planned altitudes and published minimum altitudes and
procedures.
LSALT (lowest safe altitudes) information is found in Jeppesen ATC – climb and
cruise section. A descent below the LSALT can only be made under the following
conditions:
• When being radar vectored with ATS surveillance service terrain clearance
procedure
• When conducting a DME/GNSS arrival, a published instrument approach or
holding procedure
• When necessary during climb after departure from and aerodrome
• In VMC conditions by day.
The en-route LSALT provides an obstacle clearance height of a minimum of 1000ft
above the highest obstacle within the surveyed area.
LSALT are found on published routes in the en-route chart and terminal area chart.
If the destination is outside a published route, a LSALT need to be calculated using
the grid MORA, also available in the ERC, or calculated using the method covered
in Chapter 2 of the Ground School instrument rating manual.
With the LSALT identified for the route we selected, we now need to plan a suitable
cruising altitude which:
• Must be above LSALT, unless in day VMC conditions
• Must be planned in accordance with the levels from the IFR tables of cruising
levels (from JEPPS ATC-Climb and cruise section)
• Must be lower than a level where you can expect to encounter icing conditions
• Provides suitable radio-navaids coverage
• Has the lowest chances of turbulence
• Has the least amount of headwind
• Provides a reasonable amount of time for descent preparation.
I-4.4.2.4 Planning the arrival and approach
Planning the arrival phase of an IFR flight is possibly the most crucial part of the
planning stage.
Knowing which runway is likely to be used at destination, which approach we can
expect to use, which arrival is more suitable, which procedure to expect based on
the preferred ATC or local procedures are all valuable information we should obtain
well before conducting the flight. The ERSA/Jeppesen documents give us a lot of
information, but sometimes there is more we should know. Most companies use port
pages or company information about the destination. We covered during the visual
navigation how to gather information about a particular aerodrome. The same
considerations apply to an IFR flight. Finally, there is nothing worse than
commencing an approach into an aerodrome when a fellow pilot tells you over the
radio: ‘You can’t fly that approach! It’s in the NOTAMS’. Check them!
One more very important aspect to check is the surrounding terrain and obstacles.
Good familiarity with the local terrain will give you the overview of areas to avoid and
the possibility to make an educated guess of possible landing areas when during an
emergency you find yourself having to manoeuvre below safe altitudes away from
published procedures.
To recap, the following documents should be consulted when planning the arrival:
• ERSA/Jeppesen
• Aerodrome charts
• Noise abatement procedures
• Approach charts (Jeppesen/DAPs)
• Arrival charts
• WAC/VNC/VTC (even google-maps might be of help).
We now have an overview on what to expect, and as good pilots do, we also
planned for the likely and the less-likely-but-possible options.
A thorough study of the weather on the day is critical to ensure the flight is conduct
safely and efficiently. After all, our goal as pilots is to carry our passengers, cargo or
both to the planned destination. If an aerodrome is not suitable for the IFR arrival,
look for other options. Is VFR a possibility? What if we cannot reach the destination,
but a close alternate? Will the customers be satisfied with the outcome? Clearly
explain the options to the passengers. As commercial pilots we are not just taking
the aircraft for a ride, but providing a service to paying customers.
Before the commercial side, however, we need to take safety into consideration. Is
the IFR flight going to be safe? Alternate requirements provide a legal limit and
require all pilots to provide a plan B should the conditions require a diversion to an
aerodrome that is not the planned destination.
I-4.4.2.5 Alternate requirements
Provisions for an alternate or extra fuel are required for the following reasons:
• Weather at the destination may not be suitable
• Radio navaids may become unserviceable
• The destination lighting system might become unserviceable
• The aircraft systems (radio or navigation) may become unserviceable.
I-4.5 Application
I-4.5.1 Planning
Planning is one of the most critical parts of any IFR flight. Ensure you give yourself
enough time and resources to be able to accomplish the task. Provide yourself with
a quiet environment and ensue all the required equipment is available. There is
nothing worse than having to run off to get another chart or a plotter in the middle of
the planning.
Even though the highest grid MORA for the route is 7700ft,
the manually calculated tolerance touches the 8700ft MORA,
therefore the LSALT for this segment is 8700ft
• When flying into controlled airspace you might be vectored around below
published LASLTs, MSAs and MORAs. Make sure you are familiar
where the high terrain in the airspace is. It is ATC’s responsibility to
assign you with headings and altitudes that will keep you clear of terrain,
but it is the pilot’s responsibility to ensure aircraft safety. A mistake might
cost the ATC staff a job; it will cost much more to the aircraft occupants.
If you have been vectored below MSA in controlled airspace ATC should
make it clear you are “radar terrain clear’, if it is not specified confirm
with ATC.
4. Familiarisation with destination aerodrome and surrounding terrain
• Other very important maps to use in IFR flights are the topographic VFR
charts (i.e. VTC, VNC, WAC). Have a look at the terrain surrounding the
chosen route and the destination, with particular attention to the last
segment and the area you will be manoeuvring within, to position for the
approach.
Knowing which way to turn and how high above the ground you actually
are, should you suffer an engine failure during an approach, en route
segment or departure, is an invaluable piece of information that will help
i. At or above LSALT
ii. Below icing conditions (i.e. visible moisture at temperature at or
below zero)
iii. In accordance with the tables of cruising levels (Jeppesen ATC –
Climb and Cruise 3.2)
iv. At an altitude with the most favourable winds (i.e. least headwind)
v. At an altitude that provides suitable preparation time for the
descent and approach.
d. With the same principle as the VFR planning, winds, HDGs, ETIs, fuel
calculations can be finalised.
e. Include in the flight log your estimated TOD based on distance and
expected winds. You can revise the calculation once airborne.
f. The weather for the destination (TAF/TTF/METAR and ARFOR) should
be carefully studied to ensure the weather is above minima, or a suitable
alternate selected from the pre-identified aerodromes during stage 1.
Sometimes delays to the flight or holding fuel are easy solutions, but
don’t forget to keep in mind the effect that the delays will have on the
flight itself (i.e. end of daylight, alternate requirements due to lighting,
GPS/RAIM outages to name a few).
g. With the current winds and weather conditions for the destination, the
expected arrival and approach plan can be confirmed or modified based
on the expected runway in use.
4. The final plan will need to be submitted via NAIPS and approved before
departure.
5. The weather and NOTAMs will need to be current at the time of departure.
Should there be any changes between the time the planning was initiated and
the time of departure, the latest information is to be taken into consideration
and the plan adjusted as required.
• Terrain:
o High to the east on the right
o Relevant MSA 2500ft, max 3800ft
• Weather:
o Cloud base 2000 ft
o 15kts x-wind from the left
• Operational:
o Climb gradient required 4.2% to 1300ft, RoC 425fpm
o No radar vector below 3800ft between radials 070 and 130 beyond 5nm
AD
o Standard radio failure procedures
o Military activity in Edinburgh restricted airspace, maintaining radio watch
o VFR traffic conducting CCTS on parallel runway, make sure not to drift
Sometimes the departure clearance deviates from the planned departure (i.e.
change of runway etc.). It is fundamentally important to ensure the correct departure
is briefed and prepared. Take your time to revise the new chart, reset the
instruments and navaids before re-briefing the new departure.
The same applies to the TOSB, which should be completed just before the taxy to
the runway. A last minute runway change requires a new briefing, as the conditions
have changed. The only addition to the IFR TOSB from the VFR TOSB is the
actions in the event of an engine failure or abnormality after take-off when in IMC
conditions.
I-4.5.2.3 Departure and initial climb
Departure radio reports are described in Jeppesen ATC – Departure, approach and
landing procedures with calls specified in Jeppesen ATC – Communications.
SID, SRD or visual departure all require establishing ourselves on the planned track
by 5NM from the departure aerodrome. The manoeuvring during the departure is
required to ensure terrain clearance is maintained at all times either visually (Day
only) or procedurally. If the departure aerodrome does not have a published SID,
and the route has a high LSALT compared to aerodrome elevation, it is advisable for
the departing aircraft to remain within the aerodrome circling area (or 3nm radius for
non-IFR aerodromes) until the aircraft is established above MSA or LSALT. This is
achieved by conducting 360 degree turns over the runway.
Just because the flight is conducted under the IFR, visual departure or not, it is
ultimately the pilot’s responsibility to maintain separation with the surrounding traffic.
If the conditions are VMC, there will be CFR traffic around. Keep your eyes open!
The climb checks MOATA do not differ from the VFR flights. The OAT check,
however, becomes very important, especially when the cruising altitude is close to
the freezing level.
I-4.5.2.4 The en-route phase
The navigation work-cycle is the same as with a VFR navigation. When checking
orientation, however, it is done using only the NAVAID information. Apply the
orientation exercises you learned in previous sessions. Always know where are you,
where you are going and how are you getting there.
The aircraft must be navigated by reference to the most precise NAVAID available
with which the aircraft is equipped and the pilot qualified to use, unless a lesser
precise NAVAID specifically defines the relevant track to be flown. The order of
NAVAID precision is: Localizer, GNSS, VOR, NDB.
For a track going from and to NAVAID of the same precision, the change-over
should be the mid-point between NAVAID or upon reaching the next NAVAID rated
coverage, whichever occurs later.
The pilot in command is responsible to ensure the aircraft is kept on track, and is
required to take positive actions as soon as a deviation is identified. The tracking
tolerances for the en route phase are as follows:
• ½ scale deflection of the CDI representation for VOR and Localizer
• 5° for NDB or Locator
• ±2NM for DME
• ±1NM when tracking visually
Any deviation beyond the aforementioned tolerances in controlled airspace require
the pilot to advise ATC. A positive fix needs to be established every 2 hours. A
positive fix is described as a combination of the following:
• GPS position
• Crossing of VOR radials or NDB bearings or a combination (see Jeppesen
ATC – General flight procedures 5.5 for limitations and requirements)
• VOR/DME, NDB/DME, LOC/DME combinations
Outside controlled airspace after the identification is terminated, a position report is
required every 30 minutes or 200NM whichever occurs earlier.
Staying ahead of the aircraft is one of IFR navigation challenges for the beginning.
Always ask yourself what is next and when. Do what you can early but don’t rush.
The following items need to be completed before commencing the descent towards
the destination:
1. Actual wind and weather conditions checked and ETAs revised.
2. TOD calculation checked against the planned TOD. The OPS manual part
E2.26.11 provides guidance in calculating the TOD based on aircraft types.
3. Check the ATIS/AWIS or revise TAF for destination.
4. Confirm runway in use, approach to be flown and minima to be applied. If any
of the items differ from the planned and expected conditions a thorough
revision of the approach and expectations should be conducted early.
5. Commence the cockpit set-up for the approach.
6. Conduct CTWO+ briefing for the approach. Do not complete the brief too
early, especially in changing conditions.
7. Make sure you start monitoring the destination radio frequency early to ensure
situational awareness for other traffic in the area.
8. 4 minutes or 8NM before TOD complete the pre-approach checks (CAAMRA)
specific to the aircraft in use. Keep in mind most of the checks can actually be
conducted before the check itself (i.e. approach brief, radio settings etc.). The
pre-approach checks are only done to make sure everything was covered
9. 2 minutes or 4NM before TOD conduct the radio call to ATC to advise
intention to commence the descent and request traffic for the destination.
10. With the knowledge of the traffic, you might need to adjust the planned airwork
or approach levels as you will need to meet the IFR separation requirements:
a. 1000ft
b. 10NM
c. 10 minutes.
Do not descend below the altitude providing separation unless the preceding
traffic:
a. Has landed
b. Has reported maintaining a lower altitude
c. Has departed and the above separation criteria are met.
Keep in mind that a traffic conducting the approach might do a missed approach at
any time. If you already started your descent to an altitude the preceding traffic will
climb to during a missed approach, a traffic hazard will exist. The best way to
manage the threat is to communicate clearly with the preceding traffic.
In reality some deviations might be required during the descent. Follow these
tips:
a. Calculate the TOD correctly.
b. Monitor the descent profile by checking against aircraft specific
calculation examples:
i. For the DA42 is: “5 x ALT to loose / 1000 + 2NM’ at 500fpm
1. Descending from 8000ft to 2000ft = 6000ft to loose
2. 5 X 6 = 30 + 2 = 32 NM is our TOD
3. At 6000 ft we should be: 5 x 4 = 20 + 2 = 22 NM from
destination.
c. Another accepted method to calculate the TOD and descent profile is:
i. TOD is ALT to loose/1000 x 3 + 2 at ROD = 5 x GS
1. Descending from 8000ft to 2000ft = 6000ft to loose
2. 6 x 3 = 18 + 2 = 20. Out TOD is 20NM.
ii. Descent monitoring Is achieved with 3 x distance x 100 at 5 x GS
ROD
1. We are at 7 NM from the destination therefore we should be
at
2. 7 x 3 = 21 x 100 = 2100ft above target altitude.
d. Should we be above or below expected altitude, adjustment to Attitude
and Power setting is required to modify ROD whilst maintaining constant
speed.
e. Pre-calculate ROD and speed for the descent and use it as ‘command
ROD’.
f. Small changes are to be applied to both attitude and power. A 50-
100fpm changes in the command ROD is usually sufficient to slowly
regain the correct descent profile without causing major changes in trims
and further changes requirements when the descent path is intercepted.
3. EFFECTIVE: The main goal for any descent is to reach our destination
SAFELY. Descending too early will cause greater fuel consumption and
possibly putting ourselves closer to the terrain for no good reasons.
Descending too late might force us to rush through the configuration changes,
or the need to hold in order to allow us to descend further before being able to
conduct an approach, causing delays. The following tips will help being
effective during a descent’:
I-4.6 Airmanship
IFR can be very demanding. The workload can easily get out of control should you
have to deviate from the plan, or should the conditions be different from the
expectation. A thorough planning for both expected and unexpected contingencies
can reduce the workload considerably.
When navigating by sole reference to instruments, disorientation can develop. It
doesn’t take much to lose situational awareness in spatial orientation as well as
aircraft control. You learned in basic IF of the physiological aspects of instrument
flying and how to manage the associated threats. It is worth remembering the
following key points:
1. Trust your instruments. An abrupt head movement or a prolonged manoeuvre
can cause the vestibular system to sense the aircraft in a different state that
what it actually is in. Should you find yourself disoriented do the following:
a. Stop the scan, concentrate on the AH/AI and keep wings level and the
nose on the horizon.
b. Once aircraft is under control and stable, restart the scan and regain
altitude and track should you have departed from it. Try to avoid any
major head movements.
c. Use the RMI for orientation as a map. Apply the principles learned
during the PTT sessions (Where am I? Where do I want to go? How do I
get there?)
Lookout under the IFR can be impossible when in IMC conditions. A thorough
understanding of the other traffic positions is fundamental. Keep the situational
awareness by listening on the radio for both the area and local frequencies,
especially when overflying busy aerodromes and NAVAIDS. Communicate with the
traffic and establish separation.
An incorrectly set altimeter QNH can have adverse effects on the aircraft safety.
Ensure a thorough altimeter check is conducted on the ground before departure.
Remember the maximum error between actual and indicated altitude is 60ft for IFR
operations. Crosscheck values whenever you can, and query ATC should
discrepancies be present.