Creating and Managing Crews

Creating and Managing Crews

This guide is intended for Employer Admin users who are Contractor-in-Charge. 
  1. Log in to SkillGuard.
  2. From the dashboard or from the People tab click on Manage Crews.
  3. To create a new crew, click the Add button and populate the fields, then click Save.
  4. Select the relevant crew and click Set Workers.
  5. Search for and select each recordholder to be assigned to the crew and click Add to Crew.
  6. To remove a recordholder from a crew, select the recordholder to be removed and click Remove from Crew. More than one recordholder can be selected at the same time using the Ctrl key + click.
  7. Once your crew is complete click Save.
  8. If Project is populated, the crew will be specific to a single project. The crew will be visible to Project Managers, for example, to assign a project team and check their job roles and competencies in advance of them swiping into site. If Site is populated, the crew is specific to a site (and by inference, a project). The crew will be visible to Project Managers and Site Managers.
  9. Save the record. The new Crew will be shown on the summary screen. 


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