Purpose

This reference aid is designed for Super Users, Dispatchers, and Field Technicians of the AgileField Control Tower and AgileField Mobile Application to learn how to set up and use the foreman and crew features in the AgileField platform.


Overview

This functionality can be used to set up Named Crews, where the same Foreman and Crew Users are always the same.  I can also be used to set up Crews where the Foreman will often work with different Crew Users on a job-by-job basis.


In order to utilize this functionality, a User Type of Foreman with an Access Level of Super User must exist in the system.  Please reference the Initial System Setup Job Aid for more information on setting up a new User Type.


The Feature Flag for Crews must be on to utilize the Named Crews functionality.  Please contact AgileField Client Services if you would like to enable this feature.


Setting Up a Crew

Assigning Foreman Users

Set up your Foreman by adding or changing their User Type to Foreman on their User record.

To do this, follow the steps below:

  1. From the Control Tower, select the Users tab along the top.

  2. Select User Search.

  3. Select the User record of the User you want to make a Foreman.

  4. Select the User Type drop down.

  5. Select the Foreman.

  6. Select Save.


Adding Users to a Named Crew

This is will only be used if your company is using Named Crews.  Users can be added to a Crew by assigning them to a Foreman on their User record.  In order to do this, the User’s Access Type must be Mobile Only.

To do this, follow the steps below:

  1. From the Control Tower, select the Users tab along the top.

  2. Select User Search.

  3. Select the User record of the User you want to assign to a Crew.

  4. Select the Foreman drop down.

  5. Select the Foreman whose Crew you want to assign the User to.

  6. Select Save.



Schedule to Named Crews

After you’ve set up the Crew User to Foreman relationship above, when a job is scheduled to the Foreman it will also be scheduled to any Crew Users with that Foreman as well. 

To schedule a job to a Foreman and their Crew Users:

  1. Drag and drop a job from the unassigned job queue to the Foreman on the scheduler.  Example: Leslie Knope is a Foreman.  Drag and drop a job to Leslie to schedule it to her and her Crew.


  1. The job will automatically be scheduled to any other Crew Users with Leslie Knope as their Foreman.  In this case, we will see that Ron Swanson has also been scheduled the job.


Changing a Job for the Named Crew

Editing a job for the Foreman will also edit the job for any Crew Users.  Changing the amount of time, start time, or date for the job will change it for all Crew Users as well.


Editing a job for a Crew User will only edit the job for that individual Crew User.  Example: If you wish to change the time a Crew User will be on a job, you will edit the time on the Scheduler for only the Crew User you wish to edit.



Schedule to Foreman and Users

If your company is NOT using Named Crews where the Foreman always has the same Crew Users, you will want to use one of the methods below to schedule jobs to your Crews:

Using Job Admin Screen

The first way to schedule a job to a Foreman and Crew User(s) is from the Job Admin screen.  You will utilize the User Schedule tab to do this:



  1. Navigate to the Job Admin screen from a Job Search or the scheduler view.

  2. Select the User Schedule tab.

  3. Select the Add button to add users.



  1. To add a Foreman to the job, filter the User Search by the Foreman User Type.

  2. Select a Foreman by selecting their first or last name in the search.



  1. Use the Job Assignment window to select a Start Date and Start Time.

  2. Optional: Edit the Estimated Hours or Estimated Days

  3. Select Save.


  1. To schedule additional Crew Users, select the Add button (step 3).

  2. Select a Crew User from the User Search

  3. Optional: Filter by a User Type OR select from full User list.

  1. Repeat steps 6-8 above.

  2. Repeat steps 9-12 to add as many Crew Users as necessary.

  3. All Foreman and Crew Users should be displayed on the User Schedule tab.




Using the Scheduler View

Show Open Job Queue to drag and drop to users on the schedule

  1. Create the new job you want to schedule. 

  2. From the Unassigned Job Queue on the Scheduler, drag and drop the job to any User (typically, companies schedule the Foreman first).

Example: Job 2667 for Walter White has been scheduled to Leslie Knope.

  1. Now, navigate to the Open Job Queue by selecting the Open radio button along the top.



  1. Drag and drop the job to an available User (typically, companies schedule the Crew User(s) next).

Example: Job 2667 for Walter White has been scheduled to Ron Swanson.

  1. To assign the job to more Users, you’ll need to refresh the screen by un-checking and checking the Auto-refresh button.

  1. Repeat step 4 and 5 until you’ve scheduled all Users.




Working a Job With Crews

View Crew Users on a Job

The Crew Icon will display other Users on a job and their current Job Status.  A Foreman will have the ability to log hours for the Crew Users.  (see below)




However, the Crew Users will only have the ability to see the other Users and their statuses.


Log Hours for Crews

To utilize this feature, your company should be using Job Hours for Cost.  Please see the Price and Cost Job Aid for more information.  The total hours logged for the Foreman and Crew Users on a job will become the total logged hours for the job.  These hours will drive cost for the job.  


Only a Foreman User will have the ability to log hours for Crew Users.  If there is more than one Foreman User on a job, both will have the ability to log hours for Crew Users.

To log hours for Crew Users:



  1. Navigate to the Crew Icon on the top right of the Job on the Mobile App.

  2. Swipe into a Crew User’s name to log hours.


  1. Select Log Hours.


  1. Select the amount of hours you would like to log for that Crew User.


  1. Select Save.

  2. The hours logged for the Crew User will now be visible.




View Logged Hours for Crews

Only a Foreman User will have the ability to view logged hours for Crew Users.  If there is more than one Foreman User on a job, both will have the ability to view logged hours for Crew Users.


To view logged hours for Crew Users:

  1. Navigate to the Crew Icon on the top right of the Job on the Mobile App.

  2. Each Crew User’s hours will be visible on this screen.


  1. Swipe into a Crew User’s name and select View Hours to view each separate entry for logged hours.



Add Other Users to a Job

Only a Foreman User will have the ability to add a User to a job.  

To add a User:


  1. Select the Crew Icon on the top right of the Job on the Mobile Application.

  2. Select Add User.



  1. The search displays all Users in the system and their Job Skill(s).

  2. Optional: Use the Filter Search button to narrow the search results by a User’s name.

  3. Select Next.



  1. Review the assignment information for the User.

  2. Optional: Click to edit Start Date, Start Time and Hours.

  1. The user is added to the Crew.  Select OK.