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The following instructions are provided for new administrators, which cover the first tasks that are required to be completed when initially setting up the system.

SETUP A NEW UNIT

The first thing you will need to do is set up a new unit within the system.

Members > Administration

Select the ‘UNITS’ tab (this should be open by default) 

Click on the green ‘NEW +’ button:

You can have multiple units, however be aware that for each individual unit you will need to set up:

  1. Permissions – set your membership types and who or what can be seen or modified
  2. Equipment – set up each equipment item relating to your new unit
  3. Shifts – standard shifts exist within CAS by default, so only update this area if you want to add or modify an existing shift type or create a new one
  4. Templates – create new templates specific for each unit
  5. Job Types – create new job types specific for each unit
  6. Lookups – create and modify new work units, objectives, types, colours, sounds, priorities and permissions

For more information on setting up new UNITS, click here

SETUP A NEW CREW

Once you have at least 1 unit setup, you will want to create a new crew.

Members > Crews

To create your crew, click on the green ‘NEW +’ button at the top left-hand side of the screen. Give your new crew a name, location, call-sign and leader before clicking ‘SAVE’.By default, the

member you set as ‘Crew Leader’ will be automatically added to the crew. You don’t need to assign a leader to create the crew however, as you may not have added new members into the system yet.

For more information on setting up new CREWS, click here

SETUP A PERSON

Next you will want to add in new members.

Settings > Members

Select the crew name that you wish to add members to, and click on the green ‘NEW +’ button at the top left-hand side of the screen.

You will need to enter in personal details like name, email and phone number, and assign a role and permission level for each new member.

Moving members around Crews

If you find that you have created a member in the wrong crew, simply go back to the ‘CREWS’ screen (Settings > Crews), expand the crew you’ve added them to and click on the blue ‘Assign’ circle button.

Members can belong to multiple crews – simply click the blue ‘Assign’ button and choose ‘ADD’ or ‘MOVE’.

For more information on managing MEMBERS, click here

CREATE A NEW SHIFT

Shifts are periods of time that members are required to work. Each shift may contain multiple jobs.

Shifts can be created from any of the following screens:

  • Job Board
  • Crew Planner
  • Resource Allocation

In each of the screens above, you are able to click on an empty table cell within the relevant ‘shift’ column and a popup will appear. Enter in all the information required for the shift and click ‘save’.

A shift can be a ‘once-off’ or be set from one of the shift templates.

For more information on creating new shifts, please choose from the following:

  • Job Board
  • Crew Planner
  • Resource Allocation

CREATE A NEW JOB

Jobs are individual tasks that make up a single ‘shift’. Shifts may have one single job assigned, or multiple jobs.

Jobs can be created from any of the following screens:

  • Job Board
  • Crew Planner
  • Resource Allocation
  • Job List

When creating a new job, you will have the option of just entering it into the system or also allocating it to a crew.

You also have the option of using an existing job that you may have entered previously.

For more information on creating new jobs, please choose from the following:

  • Job Board
  • Crew Planner
  • Resource Allocation
  • Job List