Detach a Resource from a Crew

• Related Articles

• Add a Crew Type to a Work Order - Work Order

  Users can choose to add a crew type instead of a crew on a work order. This feature is similar to the existing ability to choose to add a Role or Resource in the Supervisor field of a work order record and allows for a work order to be fulfilled by ...

• Edit a Resource Attached to a Crew

   Go to Resource > Crew  Open existing Crew record  Click on the dropdown arrow to the right of the Resource you wish to edit  Click Edit  Select a new Resource from the dropdown menu  Click Save  

• Add a New Resource to an Existing Crew

  Go to Resource > Crew Open existing Crew record On the Resource zone, click +Add Select either Employee or Equipment and use the dropdown list to make your selection Click Save  

• Create a New Crew

   Go to Resource > Crew  Click the +New icon in the top left of the page  Fill in the required information (mandatory fields are marked by red asterisks)  Fill in any remaining information Click Save  

• Edit User Defined Fields on a Crew Record - Crews

  Go to Resource > Crew Open a Crew record On the User Defined zone, click Edit Enter necessary information Click Save