Once you have scheduled the plan, you should associate crews to the planned Master Event and then issue the switching sheet to the crew.
Associating Crews
1. On the Tracking/Audit Log tab, verify that the switching sheet is in Scheduled state.
2. Find the Master Event for a planned switching sheet. (Right-click on the Master Event within the Steps tab Events list and click the Highlight in Work Agenda toolbar button.)
3. From the Work Agenda Events List, select the event. (Even though the event is highlighted, you must click on the event in the Work Agenda Events List in order to assign and dispatch crews to events.)
4. From the Crew Actions list, select the crew and then click the appropriate option on the Actions menu: Assign or En Route. The Crew is listed in the Crew List on the Steps tab header, and the selected status is shown.
Releasing Crews from an Event
To release one or more crews from an event, select the master event in the Work Agenda and select Release Crews... from the Actions menu. The Release Crews window opens with a list of all crews assigned to the selected event. One or more crews may be selected:
• Click on a crew name to select one crew.
• Click, hold, and drag to select multiple adjacent crews.
• Control-click to select multiple non-adjacent crews.
Once the crews have been selected, click Release to release the crews from the event. The Release Crews window will close, the crew will no longer be associated with the event, and the crew symbology will disappear from the Viewer.
Pre-Assigning Steps to Crews (Optional)
You can pre-assign steps to crews before issuing the switching sheet. With pre-assigned switching steps, the crew is automatically highlighted in the Crew List as the steps are instructed and/or completed. To pre-assign steps to a crew, select the appropriate steps and then select the crew from the Crew List found on the Steps tab. (To select all the steps, select a single step and then press Control-A.) The Instructed To field for the selected steps is updated with the crew''s ID.
Note: To clear (deselect) crew step assignments, select all the steps again, then press the Control key and click the crew in the Crew List. The Instructed To column is cleared for all steps that have not been instructed, aborted, failed or completed. Alternatively, right-click the selected steps and choose Clear Crews from the context menu or select the option from the Actions menu.
The plan is now ready for the crews to work the steps.
Note: To pre-assign each step to multiple crews, simply select more than one crew in the Crew List before selecting your steps.
Changing the Sheet State to Issued
When the plan is issued to the crew, change the sheet state to Issued on the Tracking/Audit Log tab. The sheet can now be printed (see the following section) and handed to the crew or sent via email, depending on how your crew assignments are handled.
Adding and Removing Event Associations
Click the Add EventAssociation button () in the Steps tab header to associate an event with the switching plan. You can enter the event number or select an event in the Work Agenda Event List. The event will show up as a "Manual" associated event within the Events list.
Click the Remove Event Association button () to remove an event association from the switching plan.