Creating and Managing Crews
1. Introduction
In this tutorial, you will learn how to create new crews, assign person to those crews, as well as manage existing crews. These crews will then be able to be added to the Schedule View area quickly and easily.
2. Access Crew Management Page
To navigate to the Crew Management page, select the Crew link at the top left area from any of the Worksite pages.
3. Crew Management Page
The Crew Management page will list out all Crews that have been created for the selected location. From here, you will be able to create new crews, as well as edit and delete existing crews.
4. Creating A New Crew
To create a new crew, select the blue Add Crew button at the top right corner of the page.
5. Blank New Crew Modal
After selecting the Add Crew button, the Create New Crew modal will appear on the screen to be filled out.
6. Populate Crew Details
Begin by creating a name for the crew you are creating. Including information about the specific crew, their hitch rotation, day of the week of their rotation, or even rotation cadence to the name will be useful when searching for the right crew to add to the schedule.
Select the work location that the crew is working on.
Then select the project that the crew is associated with. If the intended project is not listed, it can be added in the Asset Configuration modal for the location.
Enter the service port the crew will normally be traveling to and from.
Select the activity that is associated with the crew. If the intended activity is not listed, it can be added on the Activity Management page for the location and then assigned to the crew.
Enter the scheduled rotation for the crew, such as 7 and 7, 14 and 14, or 21 and 7.
Enter in a schedule number by picking one of the options in the dropdown list, or by typing in the desired text and hitting enter on your keyboard. The Schedule Number would be the way crews are identified based on their rotation. Some examples could be Red, Blue, Green, or A, B, C, D, or however else your facility identifies them.
Enter the cost code that will be associated with the crew.
You will also want to put a start date, to identify when the crew is starting. The end date is optional and can be filled in later if desired.
7. Add Crew Member
After the crew details have been entered, it is time to select the passenger's that make up the crew. To do this, begin typing in the name of the crew members into the Search Personnel area. Once the passenger's profile is identified, click the Add button on the right side of their tile. This will move them to the right side of the modal under the Crew Personnel section.
8. Selecting Positions
Once the crew personnel have been added to the right side, go in and select each of their positions on the facility. By adding the position here, the position assignments will automatically appear for each crew member when populating their events on the schedule. If the position is not listed, it can be added under the Associated Asset modal for the location. Once all information for the crew is entered, select Save.
9. Adding Additional Crews
After hitting save, you may need to create the crews opposite rotating crew, or create more crews. To do this, you can click the Add Crew button again.
10. Creating and Saving Opposite Crew
Fill out the information for the next crew in the modal and hit Save.
11. Edit Crew Details
If you need to make an adjustment to an existing crew, locate the crew and select the Edit button.
12. Edited Crew Details
The edit button will open up the crew modal and allow you to enter in the changes needed.
Do note that changes here do not automatically update any events already scheduled on the Schedule View page, but it will be applied anytime future crew events are added to the schedule.
You have successfully added and configured crews within the worksite management area, including assigning locations, projects, service ports, activities, and crew members with specific roles. Next, explore how to add schedule events for these crews on the Schedule View area.
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