Creating a Crew (Assign Equipment and Employees to Crew)

Once your employee and equipment information has been added to the SmartAsset Platform, you can bring everything together by creating a Crew (if applicable).

A Crew is a group of employees and equipment that can be assigned together and dispatched to jobs.

To create a crew:

1. Navigate to Lists from the left-hand menu.
2. Select Crews from the center pane.
3. Click Add Crew in the upper-right corner of the screen.

On the Details tab, complete the following crew information:

• Enter the Branch Code assigned to the crew.
• Enter the Primary Equipment ID. This is the gateway-equipped vehicle the crew typically uses. If the crew uses a different truck each day, leave this field blank.
• Enter the Crew Name.
• Enter the Crew Leader ID (Employee ID).
• Select the appropriate Crew Type (example: Maintenance).
• Set the Status to Active.

Select the Equipment tab and search for the equipment you want to assign to the crew.

Next, select the Employees tab and search for the employees who will be assigned to the crew.

Once all equipment and employees have been added, click Save to complete the crew setup.