Crew Scheduling Setup Requirements

Before you can schedule a crew, you must set up:

• User preferences

  Select options on the Maintenance Management page to enable specific users to perform activities related to crew scheduling.

  See Application Fundamentals: User Preferences - Maintenance Management Page.

• Employee and labor resources

  All resources, including crew members, identified in a shop must be set up as a resource in PeopleSoft Maintenance Management. Users must follow all the setup requirements for employees, including setting up a resource schedule for each resource.

  See Setting Up Labor and Tools Resources

  Important:

  Be sure to run the Set Up Financials/Supply Chain, Common Definitions, Resource Search, Cache Administration process to ensure that any new resources are made available for scheduling.

  See Resource Cache Administration.

• Crafts

  You must set up crafts before you set up crews. Crew members are set up based on their primary craft, and they are scheduled by craft.

  See Define Crafts Page.

• Shifts

  You must set up shifts and assign a shift to each resource who is assigned to a crew.

• Schedule patterns and periods

  Crews are normally scheduled for specific time periods, which are created based on a pattern of time, such as daily, weekly, biweekly, and monthly. To plan crew capacity for a specific period, you must identify a schedule pattern, such as weekly, generate a series of schedule periods based on a period start date, and assign a schedule pattern and period to the crew.

  See Understanding Shifts, Schedule Patterns and Periods, Shops, and Crews.

• Shops

  Each crew belongs to only one shop. Each crew member is identified as a resource in the shop. You must identify a shop when you set up a crew, which means that you must set up your shops before you set up your crews. When you assign a crew to a shop, the crew is updated in the shop.

• Crews

  You set up a crew for a specific business unit and shop, and associate it with a schedule pattern. You also identify the crew members and the percentage of time each can work on this crew.

• Crew rescheduling reason codes

  When you reschedule a crew, you need to identify the reason for the rescheduling.

  See Understanding Shifts, Schedule Patterns and Periods, Shops, and Crews.