Crew Leader Role

The crew leader  role gives users the ability to view  and open assigned work groups,  and manage and complete work tasks.

1. Select Mode, Role, Open Work Group

2. Select the UVM Crew Mode on “Modes” view

   

3. Select “Crew Leader” as your role in home view

4. Select the Work Group  tab  and use the search bar to refine the list of  Work Groups in view. You can search WorkGroupID, Work Group Type,  Region, General Foreperson’s  Name, Due Date, or Operating company.

In the work group list, the status available is “03 - In Progress.”

5. Select the desired work group to open.

Upon opening the Work Group  you’ll be presented with the details of the Work Group and a count of tasks by Status. From this view you can update Work Group status.

Update a Work Group Status

1. If needed, the Crew Lead  role can change a work group status.  Select the necessary status in the work group details and then select “Save” button on top display.

2. Enter into Work Group by selecting “Next” button in top right corner.

Work Tasks Tab

In the work tasks tab, crew lead role will see work tasks in the status of “02 - Refusal,” “05 - Assigned to Crew,” and “07 - Complete.”  Generally, crew lead role will be marking work tasks that have been assigned to complete.

1. Search for a work task by entering in key information in the search bar.  Examples are structure number or address.

2. To identify a work task on the map, select the work task in the task list, then select the “zoom” button in upper right hand corner of view.  Work task will be highlighted in map.

3. To update the status or information of a work task, select the pencil button next to work task in list view.  This will open up the task’s form.

4. After changing status, or updating work task information in form, select the “submit” button to save changes.  Select “cancel” to close out of the form and not save changes.

   

5. To complete  multiple work tasks  at once to a crew, select the work tasks to update in the list view.  Then select the “Complete” bulk update button.

6. Some information will auto-populate.  Add any notes and hit “Complete” to finish bulk updating work tasks.  Hit “Discard” to cancel changes.