Crew Management

Creating a crew

• On the schedule page click the “Crew Manager” section

• Click the “New” button and input the crew name and choose a color for identification

• After creating a crew, click it on the crew box to add and remove members.
• To add a member select the name on the “Employees not on crew” box and click the “Add to crew” button.
• You can also remove an employee from the crew by selecting the employee and click the “Remove from crew” button.

• Click the “Save changes” button in order apply changes

Scheduling A Crew

• On the installation pop up select a crew from the installation tab and click the save button to apply

Archiving Crews

• Click the trash icon on the crew list

• You have three choices for crew archiving crews:
  • Archive crew and un-schedule project – Selecting this would place the project back to the installation queue.
  • Keep Projects Scheduled & Remove This Crew from These Projects – Selecting this would retain the proposal on the scheduled date but removes the crew assigned to it.
  • Replace Crew on These Projects with Another Crew – You can select a crew that will replace the crew you want to archive. If the crew has multiple project you can individually select a replacement crew for each project

• You can view the archive crew by clicking the “Show Archived Crews” toggle button