How do I configure a Crew?

How do I configure a Crew?

Create a Crew:
  1. Go to Workforce > Crews.
  2. Click Create.



  3. Enter the following details:
    1. Crew Name
    2. Crew Size
    3. Territory
    4. Description
  4. Click Save.

Add Crew Members:
  1. Go to the Crew Members tab and click + Create.
  2. In the Create Member box:
    1. Select the Service Resource.
    2. Set the Start Date Time and End Date Time.
  3. Click Create.

  1. The first member added to a Crew is automatically set as the Crew Lead.
  2. You can change the Crew Lead later if needed.
To change the Crew Lead:
  1. Click the drop-down next to Edit and choose Change Lead.



  2. Select the user to assign as the Crew Lead.
  3. Click Change.

Assign Territories:
  1. Go to the Territories tab and click + Create.



  2. Select a Territory and define the Start Date Time and End Date Time.
  3. Click Create.


Notes
The Crew will only be available for a Service Appointment if their assigned territory matches the appointment’s territory.
Add Skills (Optional):
  1. Go to the Skills tab and click + Assign.



  2. Select the Skill and Level.
  3. Enter certificate details:
    1. Description
    2. Certificate ID
    3. Issuing Authority
    4. Issue Date
    5. Expiry Date
    6. Renewal Status
    7. Certificate Type
  4. Click Create.