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Settings > Unit Administration



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Image RemovedModify a Job

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To modify a job, select one that has already been entered into the system (you can see which jobs have already been created, as the cell will be coloured and will contain the job name).

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  1. Click on the job that you would like to modify
  2. A popup will appear with the ‘Assign’ tab open by default
  3. Edit any of the shift information as required
  4. If you need to edit any of the actual job information, click on the ‘Details’ tab
  5. To view the times where the job has already been assigned, click on the ‘History’ tab
  6. When you’re finished editing the Job, click ‘Save’

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  1. Select the crew that you would like to modify the shift for
  2. Click on one of the shift cells for the shift you would like to modify
  3. A popup will appear with various input options
  4. Modify the shift details for a single day, or choose a template to apply
  5. Click ‘SAVE’

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View Allocations

  1. Click on the job that you would like to view
  2. A popup will appear
  3. By default, the ‘Assign’ tab will be open – you need to click on the ‘History’ tab
  4. You will see a table that lists each time that job has been allocated


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Export Data

The data in the Crew Planner table can be exported by using the pink options button on the top right-hand side of the screen.

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