This topic covers establishing and managing support for MSCrew.
The following information provides instructions on setting up
MSCrew.
Setting up the MSCrew application involves the following
generalized steps, with detailed information on each step following this
list.
1.
Provide information from the New Mobile Customer Checklist and
garner feedback from EWS Group
2.
Create forwarding rule or gateway policy on your firewall router to allow
communication through a single port from MoversConnect
3.
Update MoversSuite administrative settings
4.
Setup mobile users
5.
Download the
app and test
For a diagram of the configuration, please see Knowledge
Article: How to Configure the External Port for MSCrew, Sakari,
VendorConnect.
STEP 1: Complete Checklist
Contact EWS Group and complete the New Mobile Customer Checklist that
is sent to you. You can review the information contained in the mail through the
New Mobile Customer
Checklist topic.
STEP 2: Create Port Forwarding Rule or Gateway Policy
Create a port forwarding rule or gateway policy for your
internal IP address to allow web traffic through the firewall on the server
hosting the MoversSuite
API Service. The forwarding rule or gateway policy grants communications
through a single port for MoversConnect. The rule or policy needs to specify
your internal IP address and available port to allow forwarding through the
MoversConnect address of 104.45.221.191 using the same port as what you
specify as your internal port.
STEP 3: Update MoversSuite Administrative
Settings
The following table lists the setup areas affected by MSCrew. Go through each setup area and
make necessary additions and changes. If you plan to allow mobile device users
to change their own password, then additional setup is documented within the Mobile Password Reset
topic.
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Crew
Activity Setup |
Define the values available to identify crew time
activities for MSCrew users.
Managers and users use these descriptions to accurately reflect the Crew
Time activities. The values set here are also assignable to crew through
the Crew tab within the Enter Actuals
screen. |
|
Mobile
Api Setup |
The Mobile Api Setup is utilized by the Mobile API to establish the
primary login information and global settings for your MSCrew account. Most of the information is
established for your company by EWS Group, however, you can review and
update these settings.
You will also use this setup to
verify and synchronize all mobile data with MoversConnect. This
includes changes made to Personnel Setup records. For example, if you add a Mobile User, then you
need to access this setup and choose Verify/Synchronize all mobile data
with MoversConnect. |
|
Mobile Company Logo Setup |
Use this setup to provide company
logo to display on documents and other usages within MSCrew.
The logo appears in the heading of the following:
MSCrew Change Order
MSCrew Internal Summary
MSCrew Job Summary
|
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Mobile
User Log |
The Mobile User Log is a tool allowing you to
pull and view logs generated for MSCrew users through MoversConnect. This helps identify which
users are logging in and utilizing the mobile application. |
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MoversConnect Setup |
If you wish personnel to receive
an email when errors appear in the MoversConnect Log,
then enter their information under the MoversConnect Email Recipient
section (Add MoversConnect Email
Recipient).
You can also set the default
workday hours by setting the Work Time Start and Work Time
End times.
Once you make any changes within
any tab of this setup, you can press Restart Api Service to send
those changes out to all devices.
Refer to the Restart
Api Service for additional information. |
|
Security Profile Setup |
Personnel within MoversSuite can
edit and approve punch activity through the Mobile Crew Time screen. This screen performs the same function as
MSCrew Crew Time
does but is integrated within the MoversSuite
application, allowing personnel such as dispatchers and clerks to approve
time.
Update profiles to grant access
to the Mobile Crew Time module for branches that support
the mobile application. Only services for branches that have security
access to this module (or are part of a branch’s Dispatching Common
View) show in the available Branch selector within the
Mobile Crew Time
screen.
To Add
Punches in a branch, a Security Profile must be assigned to the Mobile Crew Time
module. |
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Shipper Phone Type Setup |
Phone types you wish available
within MSCrew must have a Mobile App Phone Type Name associated
to their record. |
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Branch
Setup |
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STEP 4: Setup Mobile Users
For each person you wish to access MSCrew, open their Personnel Setup record, open the Mobile
User tab, and provide User ID, Password (optionally, you can
leave blank and enable Mobile Password Reset functionality), and
Mobile User Type.
NOTE: Saving changes here
automatically verifies and synchronizes the Mobile User information
within MoversConnect (same
function as pressing the Verify/Synchronize all mobile data with
MoversConnect button within the Mobile Api Setup).
IMPORTANT: If you change a password through the
Mobile User tab, you must evoke the Change Password function
within Mobile Api Setup.
This function synchronizes the password within MoversConnect.
You can also link a photo to a
MSCrew user through the Personnel Profile Picture
Setup. This image is referenced by MSCrew as a
means of visual identification for the person. NOTE: Mobile application
users also have the means of uploading profile pictures (images) through their
devices.
Refer to the Mobile Password Reset topic for details on
enabling the ability to allow crew to reset their own password through their
mobile device.
STEP 5: Download the App and Test
Once crew is setup for the mobile application, instruct them
to download the application and test. The application is available through the
Apple app store and lists under MSCrew. You can find a direct link to
this application through the MSCrew
topic.
To log into the MSCrew application, users need to know the
following:
Company ID
The Company ID is provided to you
by EWS Group. It lists within the Mobile Api Setup, as well.
Username and Password
These credentials are established
for each crew person within the Mobile User tab within Personnel Setup.
Information on logging into the application is found within
MSCrew Login/Log Out
topic. Information on all common functions lists within the MSCrew Common Functions topic.
Only services that personnel are assigned show in the mobile
app. Therefore, make sure that crew are assigned accordingly.
For a list of settings in MoversSuite that affect the mobile
application, review the MSCrew Settings in MoversSuite
topic.
View the Mobile User Log for additional information on the
requests generated by MSCrew
processes.
Technical Setup
Information
The following table is a brief listing of the setup areas
that affect MSCrew functionality for
your reference.
RELATED SETUP AREAS:
Mobile Api
Setup
Mobile
Password Reset
MoversConnect Setup and
Administration
MSCrew Settings in MoversSuite