Crew Planner

General Information

The Crew Planner displays all shifts scheduled for each selected crew.

All members are able to access and view the Crew Planner via the smartphone, tablet and web applications.

Members can view as far into the future as they have been scheduled, usually a month ahead. You can also navigate to past dates to view previous shifts.

Choosing a Crew

The first thing you will need to select in the Crew Planner is the crew that you would like to administer.

To do this:

1. Click on the drop-down menu
2. A list of all crews that have been entered into the system will appear
3. Click on the crew you would like to administer

Set a Date Range

Members have the ability to set a date range in which to view the Crew Planner.

To set your dates:

1. Click the date drop-down at the top of the page

2. Choose a preset date range like ‘this week’ or ‘this month’, or alternatively use the calendar view to set a completely custom range:

3. Skip though months or weeks by clicking on the left and right arrows next to the date

Create a Job

Jobs can be created directly from the Crew Planner screen.

To create a job, scroll down the list of crews and choose the one that you would like to create a new job for. Then select your date and one of the blue table cells within a job row.

1. Click on one of the empty blue table cells within one of the ‘JOB’ rows

2. A popup will appear with various input options

3. Enter in all the details required for the job:

• Name

  Please Note: If the job already exists in the system, you will be able to select it from a list of jobs after entering in just a couple of letters.
  After selecting an existing job, all details will be automatically populated. If you wish to change any of the job details, click on the ‘Details’ tab at the top of the popup.

• Code
• Shift Target
• Shift Location
• Shift Objective*
• Shift Support*
• Shift Contact (name and phone number/s)
• Comments

* When selecting these options, a drop-down list will appear. These options have been added into the system via:

Settings > Unit Administration

Modify a Job

Jobs can be modified directly from the Crew Planner screen.

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).

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’

Create a Shift

1. Select the crew that you would like to create the shift for
2. Click on one of the empty shift cells
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’

Modify a Shift

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’

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

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.

When clicked, a drop-down will appear giving you the option of exporting the data on the page as a ‘PDF’.