Crews on Desktop
Create a Crew on Desktop
Instead of adding additional workers to a work order one by one, you can create crews of users who commonly work together to simplify the process. To set up your crews go to . . .
File -> List Management -> Users -> Crews
Click the “Add New” button to create a new crew. Select an existing crew and click "Modify to edit the Crew.
Give your crew a name and add in the workers that belong to that crew.
For this crew to be used throughout CenPoint, make sure the "Active" box is checked.
Mark Crew Member as Crew Lead on Desktop
Go to File -> Users
Find the user you wish to mark as Lead Tech, then double click on them or select them and click Modify
Go to the General Info tab, click the dropdown labeled "Crew Lead Of" and select the crew that you'd like this user to be the lead of.
Assign a Crew to a Work Order on Desktop
When adding a crew to a Work Order, put the Crew Lead of your desired Crew as the Lead Tech for the Work Order and CenPoint will ask if you want to add their crew.
The remaining crew members will be added as Add'l Workers on the Work Order.
Crews on Portal
Create a Crew on Portal
Instead of adding additional workers to a work order one by one, you can create crews of users who commonly work together to simplify the process. To set up your crews go to . . .
More -> List Management -> Users -> Crews
Click the “Add New” button to create a new crew. Click the Ellipsis to modify or delete an existing crew.
Give your crew a name and add in the workers that belong to that crew.
For this crew to be used throughout CenPoint, make sure the "Active" box is checked.
Mark Crew Member as Crew Lead on Portal
Go to More -> Users
Find your user and then double click on them or click the Ellipsis -> Modify
Go to the General Info tab, click the dropdown labeled "Crew Lead Of" and select the crew that you'd like this user to be the lead of.
Assign a Crew to a Work Order on Portal
When adding a crew to a Work Order, put the Crew Lead of your desired Crew as the Lead Tech for the Work Order and CenPoint will ask if you want to add their crew.
The remaining crew members will be added as Add'l Workers on the Work Order.
