4.10 Action Settings
Sometimes a job may require that crew member are properly inducted about the venue, or before a crew can start a job, he will need information about health and safety.
The Action List is a new setting where you can set-up actions that a crew needs to read and understand before they can complete a job.
If you do not see the Action Settings in your system, contact CrewGo to activate this added feature in your system.
Click the Add Action button to open the window for adding Action List. Enter the title of the Action List in the provided field and start adding steps to the Action List. There are different steps that you can add in an Action List.
4.10.1 Action Steps
These are the available steps that you can add to your Action List:
- Resources – this is from the Resource Settings. You can select this step and add it on the Action List
- Subtitle – this is a text which can be used as an additional information
- Text – information in the form of texts
- Checkbox – checkboxes which you can set as mandatory or not
- Question – a question step where crew members will have to answer
- Yes/No Question – a question step answerable by yes / no
RESOURCE
Select Resources from the step dropdown menu and click the plus icon. A new field will appear where you can select the Resource that you want to add as a step.
SUBTITLE
Similar with Resources, select Subtitle from the dropdown menu, click the plus icon and enter the content of the subtitle.
In the screenshot below, the info we entered for the subtitle is “Please read the instructions carefully.”
TEXT
Select Text from the dropdown menu, click the plus icon and enter the content of the subtitle. In the screenshot below, the info we entered for the subtitle is “Tick the checkboxes to confirm agreement of the PPE Policy.”
CHECKBOX
The same procedure applies when you want to add a checkbox as a step. Select Checkbox from the dropdown menu then click the plus icon then enter the content of the checkbox in the provided field. You can make the checkbox as a mandatory field by ticking the box of Required. This means that the crew member should tick the box before submitting an action otherwise a reminder prompt will be displayed on his/her screen.
QUESTION
The same procedure applies when you want to add a Question as a step. Select Question from the dropdown menu then click the plus icon then enter the content of the Question in the provided field. You can make the Question as a mandatory field by ticking the box of Required. This means that the crew member should tick the box before submitting an action otherwise a reminder prompt will be displayed on his/her screen.
YES/NO QUESTION
Question and Yes/No Question are somehow similar. The only difference is that the Yes/No Question Step will display a Yes and No button for the user.
FORMS
You can also add a form as a step. Select a form from the dropdown menu then click the plus icon. The selected form will be added as a step in the *Action List*.
4.10.2 Action List Configuration
Once you have finished adding steps for your Action List you can now configure how the Action List will work. You can tick the checkboxes of Email Admin and Email Crew. This means that if a crew has been assigned to a job with Action Skill mapping, he will receive an email to complete the Action. This is the same for Admin. The Admin will receive email about the Action List.
We can now map the Action List to an Activity. In the above screenshot, the selected Activity is Cashier. This Test Action is now mapped to Cashier. A crew member will have to complete the Test Action every time he/she is confirmed to a shift with activity as Cashier. The Frequency of completing an action will depend on the selected frequency.
No Frequency – when a crew member is assigned to a job with Action, he will only complete the action once he is invited to do so.
Always – crew member will always have to complete the action every time once he is assigned to a job with action.
First Time – crew member will only have to complete the action one time for the first time once he is assigned to a job with action.
1 Month – crew member will only have to complete the action every month once he is assigned to a job with action.
3 Months – crew member will only have to complete the action every three months once he is assigned to a job with action.
6 Months – crew member will only have to complete the action every six months once he is assigned to a job with action.
12 Months – crew member will only have to complete the action every twelve months once he is assigned to a job with action.
After you have completed the configuration of the Action List, you can now click the Save button.
The newly-created action will now be added on the list. You can delete and edit the action by clicking on the pencil and trash icons.
Based on the settings that we have configured, this is how the Action List will look like for the crew member.
