Manage Crews

How to create crews, assign supervisors, and manage crew rosters.

Manage Crews

When: When creating new crews, reassigning supervisors, or restructuring for a new season.

  1. Navigate to Crews in the sidebar.
  2. Create a new crew with a name and site assignment.
  3. Assign a supervisor to the crew.
  4. Add workers to the crew roster.
  5. Review the crew's compliance status — the system calculates readiness automatically based on assigned requirements.

Outcome

Crews are structured with assigned supervisors and workers, and their compliance status is tracked in real time.

Common Mistakes

Creating a crew but not assigning a supervisor. Without a supervisor, field training cannot be conducted or recorded.

What Happens If Skipped

Crews exist informally but are not tracked. No compliance data is generated, and no audit trail exists.