Crew Tab

Crew Tab

The Crew tab of the Job Book is used to request crew positions for the selected job. The allocation of actual people typically comes later and the allocations may be performed from this tab if access to the crew planner is granted to the user. Each crew request or "call" is separated by a crew header, which allows several positions to be grouped within the crew header. The active header which is editable, is defined by the blue rectangle around the header.

All crew headers are accessible, although the number of crew headers that are displayed will be determined by the size of your screen and the amount of available space. To aid in navigation, the selected crew header number and the total number of crew headers is displayed in the upper left corner of the crew page.

In addition, Scroll up/down buttons are provided to scroll through the headers, or a user may go directly to a specific date by selecting a date from the date window.
Upon accessing the crew tab, an empty header appears. To create the header information, press the Add New button:

. The scheduled dates determine the availability of the person to be allocated at a later date, while the "Price from" and the "Price to" dates determine the total cost of the position. In most cases, these dates will be identical, however, the facility is provided in the event that you need to calculate pricing separate from the scheduled dates. Should you make changes in the scheduled dates and wish to copy the information to the Pricing Dates, press the > button and the dates will be copied. Select a crew function from the drop down window if needed. The Crew Functions are setup using the Configuration Utility.

Enter a quantity requested, and select the crew Type using the Smart Find Window. A default Bill Rate and Price Scheme may be configured for the crew type in the configuration utility, however, these may be edited for your specific request. If needed, you may also allocate the crew request to a specific equipment list using the drop down window.

To duplicate a crew line press the clone crew line button:

To delete a single Crew Line, press the delete crew line button:

Create a new Header
To create a new crew header, simply press the New Header button:

Then enter your crew request as needed.

Clone a header
To duplicate an existing crew header with all the crew line requests, press the Clone Header button:

If a crew header or "call" needs to be duplicated for the next day of the selected header, press the "Clone Header and add a day to the date" button:

Delete a Crew Header
To delete a crew header with all of the existing crew lines, press the delete header button:

Show Me
Display Crew Allocations
There are 3 choices for displaying crew allocations:

Show All will display all of the people allocated to the job for the selected positions. When a crew line is selected in the Crew Header, the person(s) allocated to that position will appear highlighted in blue text. It is not possible to unallocate a person from a position when the Show All Allocation is selected.

Show Header Only will display all of the people allocated to the header for the selected positions. When a crew line is selected in the Crew Header, the person(s) allocated to that position will appear highlighted in blue text. It is possible to unallocate a person from a position when the Show Header Only Allocation is selected.

Show Crew Line Only will display all of the people allocated to a specific crew line for the selected positions. When a crew line is selected in the Crew Header, the person(s) allocated to that position will appear highlighted in blue text. It is possible to unallocate a person from a position when the Show Crew Line Allocation is selected.

Once the positions have been requested, you may want to allocate your crew requests to specific people.