Configuring Crews
The first step in the crew-management process is to configure Crews. After you create the Crews you need to handle your currently assigned Jobs, you can locate and add Crew Resources.
To configure a Crew:
1. Click Crew Manager Tab > Crew Calendar > Create Crew.
2. In the Create Crew dialog box, complete the fields as follows, and then click Create.
Field
Value
Crew Name
Enter a name for the Crew.
Service Team
Select the parent Service Team for the new Crew.
Sub Team
Select a sub-team, if applicable.
Shift Plan
Select the Shift Plan you want to assign to this Crew.
Shift
Select the Shift you want to assign to this Crew.
Active
This check box is selected by default. Clear the check box if you want to deactivate the Crew.
Configuring Crews in Classic Mode 
* 
The Classic user interface retires on November 8, 2026. All features are available in the Service Board Modern interface. We recommend switching to Service Board Modern at your earliest convenience to access the latest features.
The first step in the crew-management process is to configure Crews. After you create the Crews you need to handle your currently assigned Jobs, you can locate and add Crew Resources.
To configure a Crew:
1. Click Crew Manager Tab > Crew Calendar > Create Crew.
2. In the Create Crew dialog box, complete the fields as follows, and then click Create.
Field
Value
Crew Name
Enter a name for the Crew.
Service Team
Select the parent Service Team for the new Crew.
Sub Team
Select a sub-team, if applicable.
Shift Plan
Select the Shift Plan you want to assign to this Crew.
Shift
Select the Shift you want to assign to this Crew.
Active
This check box is selected by default. Clear the check box if you want to deactivate the Crew.
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