Creating crews for dispatched labor

Create crews to dispatch work order activities to when the crew is geographically closest to the work area; and one, several, or all employees in the crew meets the qualifications of the work order activity.

Crews can be:

  • temporary
  • permanent
  • made up of employees with unique qualifications for special tasks
  • expanded by adding new employees
  • downsized by removing existing employees
  • enhanced by adding temporary employee replacements
You can also modify crews by adding or removing employees from the crew permanently, or for a temporary period of time. As an example, a dispatcher may need to add an employee to the crew temporarily when a permanent crew employee calls in sick or goes on vacation. To temporarily add an employee to the crew, the dispatcher assigns the appropriate date range for the substitute employee.
Note: All employees and crews available for dispatching on this screen have met the minimum qualifications to perform work for the selected work order activity for the date range determined by the Dispatch Date plus work order activity Duration.
  1. Open the GIS Map WO Dispatching screen.
  2. Select the work order activity for which to dispatch labor.
  3. Click Create Crew. The Create Crew pop up window is opened.
  4. Optionally, if this crew is being created for a temporary period of time, select the Temporary check box, and then specify the date the "temporary" crew will expire in Expiration Date.
  5. Optionally, select the Show Available Only check box to only display available employees and crews that have enough remaining available hours to perform the selected WO activities.
  6. In the Crew field, specify a unique code or name to identify this crew, and then specify a description of this crew in the adjacent field.
    Note: If no name or unique code is specified for the new crew, a code is automatically assigned when the new record is saved.
  7. Next, specify this Crew Details information:
    Organization
    Specify the organization of the work order for the work being performed.
    Supervisor
    Optionally, assign a supervisor for the crew.
    End Date
    Optionally, specify an end date for the employees assigned to this crew if it is a permanent crew which will not expire.
    Profile Picture
    Optionally, associate a picture with this crew.
  8. Next, add employees to the new crew, or select a crew, to which to dispatch the work order activities.
    • To add employees to the crew, browse to the Available Employees section, and on each employee card, choose one the following right-click options:
      • Dispatch the work order activity to the employee.
      • View the employee's description and trade information.
      • View or delete the dispatched labor record for the employee.
      Note: Employees selected in this step are shown in the Proposed Crew section on the screen.
    • To select a crew, browse to the Available Crews section, and on the crew card, choose one of the following options:
      • Dispatch the work order activity to the crew.
      • View or delete the dispatched labor record.
      • Edit the crew.
      Note: The crew selected in this step is shown in the Proposed Crew section on the screen.
  9. Next, review the employees or the crew isolated for the purpose of creating this new crew in the Proposed Crew section. Drag and drop individual employees or a full crew to the Proposed Crew section, or remove employees from this section to modify the new crew as necessary until the ideal crew is obtained.
  10. When no further modifications to the crew are necessary, click Create Crew and Dispatch. The new crew is shown in the Dispatched Employees/Crews section on the GIS Map WO Dispatchingscreen for the selected work order activity.