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Establishing Crew List

Establishing Crew List

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A crew can be used to add specific users into a group for assigning work orders. Once individual users have been added into Provider Automation, the administrator can add the user into a created crew from the user's Employee Details page. Crews can be created at any time, and individual users can be associated with one crew only. Once a specific crew name is established, there cannot be any duplicate names. Each crew name has a limit of 50 characters. There is the ability to search for a particular crew name by using the textbox and type in the name.

Quick Tips

  • The feature is available to FTM providers only.

  • You can create crews by trade, region, shift (morning or evening), number (crew 1, crew 2, etc.), or any other criteria that work best for your organization.

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Crew Settings Landing Page
Crew Settings Landing Page

How to Create a Crew List Name

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  1. From the menu icon, click the User Management link to enter the landing page

  2. Click the Crew Settings button to enter the landing page

    User Management landing page
    User Management landing page

  3. Type in the name of the crew in the textbox

    Crews Setting landing page
    Crews settings landing page

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  4. Click the + icon to create and finalize the crew's name

Modifying Crew List

Once a list has been created, it can be edited and/or deleted at any given time. When a crew has been deleted, those users that were added are no longer associated.Β 

How to Edit a Crew List Name

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  1. 
Locate a crew name from the list

  2. Click the pencil icon to open the modal

  3. Make necessary changes to the name

    Editing Crew's name
    Editing the crew's name

  4. Click the apply button to confirm changes

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How to Delete a Crew List Name

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  1. 
Locate a crew name from the list

  2. Click the trash icon to open the modal

    Delete Crew name
    Deleting the crew name

  3. Click the delete button to remove the crew's name

What’s Next?

Learn how to Manage Directory Alerts next.