Creating crews

A crew record specifies the positions, the qualifications, and the tools that are required to perform the assigned work of that crew. You create a crew record to assign these resources to the crew and schedule the time and shift patterns of the crew.

Before you begin

Define a crew type in the Crew Type application.

About this task

The positions, qualifications, and tools for that crew type are copied to the crew record. The default status of a crew is active.

Procedure

  1. In the Crews application, click New Crew and specify the crew name and description.
  2. Specify the crew type.
  3. Optional: Add a supervisor for your crew.
    1. In the Supervisor field, click Detail Menu > Select Value.
    2. In the Select Value dialog, search for the person record of the supervisor you want to add and select it.
      The Supervisor field is updated with the selected person.
  4. Optional: Modify the crew requirements, such as the craft, qualifications, and tools.
  5. On the Assigned Labor tab, click New Row and assign labor to the required positions. Or, you can enter an unrestricted row to resolve any assignment conflicts automatically.
  6. Optional: Specify assets for tool requirements.
  7. Save the record.