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Crews

Crews allow you to group your Employees and Equipment together. Each Crew can contain multiple Employees and pieces of Equipment and can be assigned to multiple Departments. Crews make adding multiple users and/or Equipment from the mobile device more efficient by allowing you to select multiple options from a list. Also, by utilizing Crews you are able to view a more concise list of Employees and/or Equipment from both the web portal and mobile application.

Adding a New Crew

  • Hover over the Users tab and click Crews.

 

 

  • Click on Add New Crew at the top of the Crew list.

 

 

  • Enter a Name for the Crew. *Note: This is a required field.
  • If also using Departments, select the Department(s) from the Departments Without Crew box and use the left arrow to assign the Crew to one or more Departments.

 

 

  • To add Employees to a Crew, select the Employee(s) from the Employees Not In Crew box and use the left arrow to add them to the Crew. Employees that are in the Crew will be listed under the Employees in Crew box.
  • If you wish to add Equipment to the Crew, select the Equipment from the Equipment Not In Crew box and use the left arrow to add the Equipment to the Crew. Equipment pieces that are a part of the crew will be listed in the Equipment In Crew box.
  • Click Save at the bottom of the page when you are finished.

 

Editing a Crew

  • Hover over the Users tab and click Crews.
  • Click the pencil icon () next to the Crew that needs to be edited.
  • On the next screen, make any necessary updates and click Save when you are finished.

 

Suspending a Crew

If a Crew has been suspended, you will no longer see it in the list of Crews and will not see the Crew as an option to add to a Department. When entering Employee or Equipment entries on a work item, the Crew will not be listed in the drop down.

 

  • Hover over the Users tab and click Crews.
  • Click the pencil icon next to the Crew that needs to be suspended.
  • Check the Suspended box at the top of the page.
  • Click Save at the bottom of the page when you are finished.

 

 

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