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:
- Permissions – set your membership types and who or what can be seen or modified
- Equipment – set up each equipment item relating to your new unit
- 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
- Templates – create new templates specific for each unit
- Job Types – create new job types specific for each unit
- 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