Crew Role Switching

Admin can switch confirmed Crew between available Roles within the same Board. This cannot be performed between different Boards and is only available for confirmed Crew. 

This feature works for jobs that have been added to the group or set and is available for finished, in progress, future jobs. 

-----
Please note: This feature is unavailable for finished jobs with confirmed Crew who have TO BE PAID or PAID status. It is also unavailable to use for multi-selection (only one crew from one role can be switched to another one available role).
-----


Switch Crew Into An Empty Role

1. Select Board

2. Select Job

3. Select Crew in a role you want to switch

4. Select "Switch Crew" from the more options menu


5. The Crew you are switching will be displayed on the top bar

The Job you are switching Crew from will be displayed here. You can also CANCEL at this point if needed.

6. Select the Job and Role you wish to switch the Crew into

Note: If crew are unavailable for this switch an error message will alert Admin with the reason.

7. Select PLACE SWITCHED CREW

A yellow message will pop up to say you have successfully switched Crew. The switched Crew will be removed from the original role and placed in the switched Role. 

8. Select PUBLISH CHANGES

Crew will receive notification an email to let them know they have now been switched. They do not need to accept the Role, because they are already confirmed. 


Switch One Crew Directly For Another

You can also use this feature to make a direct switch from one crew to another.  In this example, Admin switches Diana Prince with Ben Grimm in each others roles. 

1. Select Board

2. Select Job

3. Select Crew in a Role you want to switch

4. Select "Switch Crew" from the more options menu

5. Select Crew you want to switch Roles with

6. Select "Switch with" in the more options menu

7. A message will inform Admin the switch is successful

The roles have now been directly switched.

8. Select PUBLISH CHANGES

Crew will receive notification an email to let them know they have now been switched. They do not need to accept the Role, because they are already confirmed.