1 - Intrduction

2 - Permissions

To access this page, the option "Manage Crew" must be granted to the responsible profiles for controlling the functionality.

To grant such permission, read the article: Granting Access Permissions.

3 - Access

3.1 Go to the page following the path: Tasks > Crew Change> Manage Crew.

Open

3.2 The page will display as below:

Open

 3.3 To manage a crew, choose on the left sidebar of the page and click above it.

 3.4 After clicking, the crew members and their respective jobs will be displayed on the page.

 3.5 The appointment of the crew will be displayed as a timeline, in the top panel of the page.

3.6 Will be displayed the last 10 moved and next 10, according to the the current date.

4 - How to add members of a crew

4.1 To add a new crew member, click on the “Add” button.

 4.2 A new window will open. Select the worker and the respective role.

Obs.: As standard, the date will be predefined with the current date, what means that the worker will be added immediately. Any other definition after the current date will be considered as an appointment. This procedure will be detailed below:

4.3 Click on "Save" to finish adding the worker.

5 - Changing a member’s role

5.1 To change a crew member’s role, double click above the chosen worker.

5.2 A new window will open 

5.3 Done this, click on “Save” to finish.

5.4 After clicking on “Save”, the worker’s role will be changed and displayed on member’s list.

6 - Deleting crew members

6.1  To delete a crew member, click on the chosen worker and next click on “Remove”

Obs.: To select more than one member, keep pressed the button “Ctrl/Command” of the keyboard when choosing the members.

7 - New crew members appointment

When the inclusion be on a different date than current, it will be considered an appointment.

Those appointments can be made when the need to add new member’s inclusion is after certain future date.

7.1 To start the appointment, click on the “Add” button.

Obs.: This procedure is similar to add a new crew member presented on topic 4.

7.2 A new window will open. Select the worker and the respective role and the start date the worker will perform this job. Click on "Save" to finish.

7.3 The message "The schedule has been saved successfully" will be displayed on the lower right corner of the page and the worker will be displayed on the scheduled list.

8.  Role changing appointment

If necessary to change a member’s role from a future date, this change can be scheduled.

8.1 To schedule this change, click on the “Add” button .

8.2  The window to add a new member will open. Select the member, the role and from which date the worker will perform on this new role.

8.3 In this example, the employee “Matt Lanter“, from the role of “Control System Technician“ is changing to the position “Radio Operator” on May 28th, 2022.

8.4 Finish by clicking on “Save”. The new role will be displayed on the section”Schedules”.

9 - Crew Change

9.1 This functionality also allows the user to move members between crews. To change, select the member and click on “Schedule change crew”.

Obs.: To select more than one member, keep pressed the button “Ctrl/Command” of the keyboard when choosing the members.

9.2 After clicking on “Schedule change crew” a new window will be displayed. Next,  select which crew the members will be moved and the date this change will be performed.

9.3 If the changes are finished, click on “Save”.

9.4 After finished, the selected members will be displayed on the crew they were moved to.