Set up and Use Work Crews for Appointments

You can create work crews who work together at job or service appointments. For example, a team that installs heating systems or does survey work could be a work crew. You must set up work crews in TimeTrack, and then the activities of the crews can be tracked in MobileTech. Depending on how your system is set up, at least one of these options in MobileTech Administration must be set to True:

• UseWorkCrewJobCost

• UseWorkCrewService

A technician who enters time for an appointment must be assigned to the work crew that is completing the work for the appointment.

Set Up Work Crews

1. In Microsoft Dynamics GP, select Microsoft Dynamics GP > Tools > Setup > TimeTrack > Work Crews. The Work Crew Setup window is displayed.

2. Enter a work crew name and description.

3. Mark the Enabled checkbox.

4. Select Save, and then continue to set up work crews as needed.

Assign Employees to Work Crews

You must set up employees as TimeTrack users in the Signature Registered Users Setup window (Microsoft Dynamics GP > Tools > Setup > TimeTrack > Registered Users) before you can assign individuals to work crews. After employees are set up as TimeTrack users, use the Work Crew Employee Setup window to assign individuals to work crews.

1. In Microsoft Dynamics GP, select Microsoft Dynamics GP > Tools > Setup > TimeTrack > Work Crew Employees. The Work Crew Employee Setup window is displayed.

2. Select a work crew.

3. In the Signature Registered Employees grid, select an employee, and select Insert to add the employee to the work crew. To remove a crew member, select the employee in the Crew Members grid and select Remove.

If an employee who was a member of a work crew has an Inactive status, select Synchronize in the Work Crew Employee Setup window. The employee is removed from the work crew.