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Establishing Crew List

Establishing Crew List

Owned by Lamont Eddins
Last updated: May 06, 2025

Crew Settings Landing Page

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.

⦿ How to Create a Crew List Name
  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
  3. Type in the name of the crew in the textbox
    Crews Setting landing page 
  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. 

⦿ How to Edit a Crew List Name
  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
  4. Click the apply button to confirm changes
⦿ How to Delete a Crew List Name
  1. Locate a crew name from the list
  2. Click the trash icon to open the modal
    Delete Crew name
  3. Click the delete button to remove the crew's name

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