Assign and Remove Crew

 

The crew assignment grid allows a user quick access to all crew available for assignment to local service requests. You can select one or more services within the main Dispatch Center grid and assign and remove crew through this assignment grid.

 

Selected personnel highlight in blue along with having an icon ( or ) set within the first column (see Figure 51). The arrow icon () indicates the last selected record. NOTE: You can select more than one employee at a time by pressing SHIFT + Click to select a range or CTRL + Click to select multiple records individual.

 

Figure 52: Assign Crew grid with selected records

 

Assign personnel to one or more services selected within the main grid by pressing Assign Crew or through the right-click option of Auto Assign to Service.

 

The following right-click options are available to users. See Right-Click Options (Local Dispatch) for details.

 

Figure 53: Assign crew right-click options

 

Remove crew by pressing the Remove Crew button. A prompt appears asking that you confirm the request.

Figure 54: Warning dialog resulting from Remove Crew

 

When personnel are assigned to the service, they highlight in tan (see Figure 54). Additionally, you can view all service times associated to a person by pressing  within the Scheduled column, which opens the Scheduled Times dialog.

 

Figure 55: Assign crew grid with assigned records highlighted

 

 

TECHNICAL NOTE

Crew that display in the crew assignment grid are those that have Status set to ACTIVE in Personnel Setup and a Labor Type linked to those defined in Labor Type Setup with the Is Local Dispatch flag set as well as having an Assigned Branch within the same Dispatching Common View.

 

 

Technical Field and Function Information

 

The following table describes the fields and functions available within the assign crew section.

 

NOTE: Adjust the columns by rearrangement and setting which columns display (see Data Grids for details), and the application will save changes made layout for each workstation.

 

Field/Function

Description

Safety Status Indicator

Displays a color code identifying the safety state of the crew member. 

See Safety Information (Personnel) for more information.

Last Name

Displays the Last Name of the shipper as defined with Personnel Setup.

 

Note:  Crew members that display in the crew assignment grid are those that have Status set to ACTIVE in Personnel Setup and a Labor Type linked to those defined in Labor Type Setup with the Is Local Dispatch flag set as well as having an Assigned Branch within the same Dispatching Common View.

 

First Name

Displays the First Name of the shipper as defined with Personnel Setup.

Role(s)

Displays the roles available for the crew member. Roles are defined as Labor Types set for the employee within Personnel Setup.

Available

This column displays the number of hours this person is available to work on a particular date of service.

Once you select a service, the application checks the total hours available that the person can work that day and then subtracts what hours they are currently scheduled to work to compute the total currently amount available. The Available hours computes from the number of Available Hours set for the crew member in their Personnel Setup less the Scheduled number of hours.

 

Note: It is possible to assign work beyond the hours available and beyond the 24-hour work period for contractor work, etc.  When workers are assigned beyond their availability, the crew data grid will show this overage as a negative value (in red font).

 

Scheduled

Total number of hours this person is allocated to work from all services for a given Selected Date display. Press  to view all services and times for the employee through the Scheduled Times dialog. Note: This option appears only when the person is scheduled for the Selected Date.

Week Hours

Total number of hours this crew member has been allocated to work from all the service assignments for the week. The application bases the week starting on what is set for the First Day of the Week within the System Wide Options and projects the work week as seven days out from that day. For example, if your work week starts on Monday, then the work week computes as Monday through the following Sunday.

Default Branch

The Default Branch assigned to the employee through the Branch tab within their Personnel Setup displays.

Hire Date

The Hire Date assigned to the employee through the General tab within their Personnel Setup displays.

Assign Crew (Alt+C)

Opens the Assign Crew screen allowing users to set times and a lead while assigning all selected crew to services selected within the main Dispatch Center grid.

Auto Assign Crew

Choose the right-click option of Auto Assign to Service or double-click a crew member automatically assigns the selected crew member(s) to the service(s) without opening the Assign Crew screen. See Auto Assign Crew for more information.

Remove Crew

This function removes the select crew from the selected service or services.  The user will receive a prompt requesting confirmation of the removal.

 

 

RELATED TOPIC:

Assign Crew

Assign and Remove Equipment

Auto Assign Crew

Capacity Planning

Dispatch Center

Dispatching Reports

Edit Equipment

Enter Actuals

Personnel Setup

Reserve Equipment

Safety Information (Personnel)

Set Service Time