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Crews

Set up the groups of people who usually work together, so you can put a whole crew on a day in one go.

A crew is a named group of people who usually work together. Putting a crew on a day fills that day with its people, and you can still swap someone for that one day. Crews are also the columns of the Schedule view.

Go to Settings → Crews. You need Settings: View to see crews, Settings: Create to add one and Settings: Edit to change them.

Create a crew

  1. Start a crew

    Select New crew.

  2. Name it

    Enter a Name and pick a Colour. The colour marks the crew on the Schedule view.

  3. Pick its people

    Tap each person to add them. The order you pick them in is the crew's order.

  4. Choose a lead

    Optionally choose a Crew lead from the people you picked.

  5. Save

    Select Create crew.

Only people who can be scheduled are listed: employees with Is Resource ticked who aren't archived. Tick Is Resource on the employee in Settings → Employees to make someone available.

Change a crew

Select Edit on the crew, make your changes and select Save crew. Changes apply to days you schedule from now on. Days already scheduled keep the people they were given.

Put the crews in order

Drag a crew by its handle to move it. This order is the order of the columns on the Schedule view.

Archive a crew

Select Archive when a crew no longer works together. It isn't offered for new days, but the days it worked keep it. Tick Show archived crews to see archived crews, and select Restore to bring one back. Crews can't be deleted.

Put a crew on a day

You need Jobs: Edit and Scheduling: Edit.

When you schedule a job, a phase or a single day, a Crew choice appears above the people list (when you have crews). Choose a crew to tick its people. You can then add or remove people for that day only, and the day stays the crew's. Choose No crew to pick people one at a time.

You can also drag tasks onto a crew in the Schedule view, or put a whole plan on one crew with Lay out the plan on the job's Plan tab.

Troubleshooting

Someone is missing from the people list

They aren't set up to be scheduled, or they are archived. Tick Is Resource on their employee record.

“That crew is archived”

Restore the crew, or choose another one.

“One or more employees are already scheduled during this time”

Someone in the crew is booked on other work at that time. Remove them for this day, or choose another day.