6.2.1 Shift History
Key: A / DM / M

Displays all shifts completed in the system, any notes of changes in the shift will appear here.

Advance search the shift using shift No, Date From, Date To, Business and Duty Manager.

6.2.2 Processes

CrewCard includes a complete internal documentation module called Processes to record and provide access for Admin and Duty Manager Users all of your internal user guides, training and company processes in an easy to navigate, user-friendly interface stored within the secure environment of your CrewCard Admin Portal.

To access the Processes page, click Records in the header and select Processes under the Logs column. A list of Processes will appear divided into sections under their relevant headings. Process titles and keywords within the Processes will result from the search terms used, allowing the Admin or Duty Manager User or the Crew User to quickly access the required information to perform their work.

The Processes module works in much the same way as the Resources module.

To create and add a new process, go to Settings and then scroll down to the Processes tab in the left side menu. Click the + Add Process button top left to create a new Process. Add the Title and the body of the Process in the text editor below. It is possible to attach images and links to web pages and videos to make your processes as informative as possible. Once the content has been added, click Save in the bottom right of the Process.

Once you have created some Processes, you can assign them to the Admin Portal for Admin and Duty Manager Users and the Crew Portal for Crew Users. Within these portals, the Processes can be organised under Headings by clicking + Heading on the bottom left and then pressing the Save Heading button next to it.

Once the heading is saved a table will appear with the heading title in grey and the buttons + Process and Save Process to the right of it.

Once the + Process button is clicked, a drop down menu will appear. Simply select the desired process from here and then press Save Process above.

Repeat this process until the list of processes is added under the heading. Continue to add Headings and Processes as required in the Admin Portal and / or Crew Portal sections of the Processes Setting.

6.2.3 Induction 

Induction is important to a job as it educates the crew about important information about a job, that they may not know. Use the page to store and view all induction in the system.

To access induction, click Records in the Central Navigation bar and select Inductions under the Utilities column.

Click + Add New button to create a new Induction. 

Fill out the form. 

Induction Name: Enter the Induction name

Induction URL:  Enter the URL of the Induction

Crew Required to Upload File: Select Yes/ No

Client Association:  Select a Client associated to this Induction

Venue Association: Select the Venue associated to this Induction

JobSheet Association: Select a Job Sheet associated to this Induction

Reminder Email when assigned to Job:  Select Email to Admin/ Email to Crew

Notes: Enter Notes

Click Save once completed 

Once the Induction has been created you may edit the induction by clicking edit icon alternatively click delete icon.

6.2.4 Projects

CrewCard includes a complete project management module called Projects to allow easy team collaboration in a user-friendly, visual interface.

To access the Projects page, click Records in the header and select Projects under the Logs column.

Click the + Add Projects button top left to create a new Project. Once a Project has been created, open it and start creating tickets by clicking the + Ticket button top left. In this way you can have multiple different Projects for different departments, events or teams, as you require. The tickets within the projects can be allocated to multiple Crew Members. Tickets include the following information: Ticket Name, Owner Name, Owner Email, Activity, Assign To (multiple crew) and Description where the bulk of the project information is added, such as the tasks required to be completed by the staff the ticket has been assigned to.

This will take you to a new page where you have the ability to fill out the information on the job you wish to create.

Board Name: This is the title of the board what tickets will fall under

Description:  add a description of the board which informs users what is under the the board

Click Save and this will add to the over all board

If you wish the edit or close a board click edit  on the board you wish to perform the action to

This will open up the board where you can edit the name and the description. If the jobs under the board is completed click close.

This will move the board to closed projects. You can open up close boards at anytime.

Tickets

After creating a board click the board you wish to open.

Once a Project has been created, open it and start creating tickets by clicking the + Ticket button top left. In this way you can have multiple different Projects for different departments, events or teams, as you require. The tickets within the projects can be allocated to multiple Crew Members. Tickets include the following information: Ticket Name, Owner Name, Owner Email, Activity, Assign To (multiple crew) and Description where the bulk of the project information is added, such as the tasks required to be completed by the staff the ticket has been assigned to.

Below this, the ticket requires a start date and time, deadline date and time and reminder date and time so that each party to the ticket, owner and assignees may be reminded of the work required to be completed by a certain deadline. Once the ticket is completed by the assignee/s, they submit it to be reviewed which notifies the ticket owner to check the Review Column of the Project’s Kanban board of tickets.

Ticket Name: Brief description of the job ticket

Owner Name: Enter the name of the person who created the ticket

Owner Email: Enter the email of who creates the ticket

Activity: Use the pre-uploaded activities to highlight who it belongs to

Assign To:  Click the box and a list of the crew will display, you can select one or more crew to allocate this ticket to

Description: Write a detailed description of the task that needs to be performed

Start Date: Use the calendar to select the date you want the task to commence on

Deadline Date:  Use the calendar to select the end date  for the task, This will inform the crew when the task needs to be completed by

Reminder Date: Use the calendar to select the date the crew will be reminded about the task

Start Time: Click the box to select the start time of the task

Deadline Time: Click the box to select the end time of the task

Reminder Time: Click the box to set a time to the reminder to be sent out

Click Save once completed

Each Project opens to a Kanban board where tickets are displayed in four columns: Plan, Current, Review and Completed. These can be dragged and dropped into place as per the status. When assignees have completed a ticket it is automatically moved from the Current Column to the Review Column. The owner may then review the and decide it has been successfully  completed and then drag it into the Completed column. Alternately, the owner may not be satisfied that the ticket is completed and drag it back to the Current column, which will trigger a new notification to the assignees that they need to work on that ticket again, with new deadline and reminder dates and times to adhere to.