(06.24.02-00) Crew

Content was last updated in 06.22.08-00

Revision History

The crew module is accessible by three roles-- Project Manager, Planners, and Crew.

While the Project Manager and Planner can create crew, assign position, update their profile, and send them availability request.

On the other hand, when an individual access the crew module, all they can see is what has been assigned to them. At which point, they can choose to accept/decline the assignment. For the accepted assignment, the crew can fill in their available Timesheet.

1. Toolbar: Send invitation to the crew, save and exit the window.

2. Crew basic info (upper section): Here, you can provide the crew personal information, contact information etc.,

3. Crew position info (lower section): You can tag the labor positions, provide certificate details, work history etc., of the crew.

1. Toolbar

Figure 2.0: Toolbar

Table 1.0: Toolbar details

2. Crew basic info (upper section)

The following four tabs allows you to fill the basic info of the crew. Let's see what those tabs are for.

• Contact Information: Provide the crew contact information like Crew name, Crew ID, mobile no., e-mail etc.,

• Personal Information: Provide the crew personal information like office name, department, birthday, spouse name etc.,

• Crew Information: Provide details like resource type, hourly cost, etc.,

• Additional Information: This tab is to fill the values for User Fields.

Contact Information

Provide the crew contact information like Crew name, Crew ID, mobile no., e-mail etc., Here, 'Communication e-mail' is mandatory to create the crew.

Table 2.0: Contact information field details

Personal Information

Here, provide the crew personal information like office name, department, birthday, spouse name etc.,

Table 2.1: Personal information field details

Crew Information

Here, you can provide the crew details like resource type, hourly cost, etc.,

Table 2.2: Crew information field details

Additional Information

Here, you can provide the value for the User Defined Fields (UDF).

Table 2.2: Additional information field details

3. Crew Position info (lower section)

The following six tabs allows you to fill the position related details of the crew. Let's see what those tabs are for.

• Position and skills: To add the position, and select the skills of the crew.

• Certificates: To attach the certificates of the crew.

• Site Pay Policy:  To add the site pay policy.

• Work History: To displays the job history the crew worked on before.

• Comments: To add the comments.

• Documents: To attach the required documents.

Position and skills

In this tab, you can add the multiple positions for the crew and add the required skills against the positions.

1. Sort By: To sort the position list based on the column name displayed in the grid.

2. Positions list: Lists all the positions added against the crew in a grid.

3. Actions: Few actions are provided to add, delete the positions and more.. Click here to know more on actions.

4. Quick filter: To quickly filter the position list based the 'Primary' field set as True or False.

5. Hide Sort bar: Hides the sort bar including the quick filter and gives you enough space to display the position list.

6. Filter: To filter the position based on the specific criteria.

Actions

Table 3.0: Actions

Actions	Description
	Adds multiple position to the crew. Clicking this icon opens the position list. Select the required positions and click OK. You will see the positions added in the grid.
	Clears the skills for the selected positions.
	Opens the crew position history.
	Removes the skills from the selected positions.
	This action allows you to append the skills for the positions in bulk. To do that, just select the checkbox for the required position and click 'Append Additional skills' icon. Select the skills and click OK. You will see the skills updated to the selected positions.
	Adds a new line to the position grid to enter a new position to the crew.
	Deletes the position line from the grid

Certificates

Here, you can provide the certification details if any and attach the certificate.

1. Sort By: To sort the position list based on the column name displayed in the grid.

2. Certification list: Lists all the positions added against the crew in a grid.

3. Actions: Actions are provided to add, delete the certificate. Click here to know more on actions.

4. Filter: To filter the position based on the specific criteria.

5. Hide Sort bar: Hides the sort bar and gives you enough space to display the certification grid.

Actions

Table 4.0: Actions

Actions	Description
	Adds a new line in the certification grid. Select the certification from dropdown, enter 'Issued by', 'Issued Date', 'Valid till', select the positions, and attach the certificate.
	Deletes the position line from the grid
	Opens the crew certificate history.

Work History

Here, you can view the job history and rating provided for the crew with respect to the jobs handled earlier. This entire tab opens in read-only mode.

1. Sort By: To sort the job history list based on the column name displayed in the grid.

2. Job list: Lists all the jobs handled by the crew in a grid.

3. Filter: To filter the history based on the specific criteria.

4. Hide Sort bar: Hides the sort bar and gives you enough space to display the job list in the grid.

Comments

Any specific comments corresponding to the resource can be entered here. This helps the planner to quickly view the crew information or update. User can also mark comments as priority and save.

1. Select: Select the comment type for which you want to add a comment.

2. Comment here: Key in the comment for the selected type.

3. Save: To save the comments.

4. Priority: Clicking Priority displays the comments on the 'crew search' window rather than having to drill down to view comments.

5. Clear: Clears the added comment.

6. Discard: Discards the comment.

Documents

Planner can upload the crew concerned documents in this section.

Table 5.0: Documents tab details