Add a Crew/Responsible Person to a Responsible Party (ADVANCED VIEW)

When a new Crew Member or Responsible Person is added, FTQ360 automatically adds an inactive restricted edit-only user in Setup>Administration>User Setup. The User's affiliation will be set to the Responsible Party name. You'll need to activate the users and modify their permissions as needed in the User Setup area.

This automation eliminates double entry for setting-up someone as a Crew and a User.

For more information, checkout Add a User.

Instructions

1. Go to: SETUP > Responsible Party Setup Process.

2. Click the "Go To Advanced View" button on the Process Menu.

3. Select the Responsible Party by clicking the circle at the beginning of the row.

• Responsible Parties are alphabetized by Description. You can reverse sort by clicking the "Description" column header. Scroll down the page to find the Party.
• Use the "Search" field in the upper right hand corner to narrow your choices.
• Use the "Filter" drop-down to display "All," "Active Only," or "Inactive Only."

4. Select “Crew” in the Process Menu.

5. Click the “+Add” button to create a new line.

6.Code: Enter the "Crew's Code" or leave as is. You can input your own code from accounting records, or use the default code generated by the system.

7.Insp. Type: Select the "Inspector Type" from the drop-down menu.

• The drop-down list is the same default Insp. types in User Setup.
• Each default Insp. type is included in Customization Preferences so you can modify Inspector types to suit your company needs.

8.First Name & Last Name: Identify the Crew or Responsible Person by typing a first and last name into the appropriate fields.

• This is a required field. 
• When starting an inspection, you will be able to select the Crew or Responsible Person in the initial selection steps.
• If you have an Open Deficiency, you can select the Crew or Responsible Person and assign the item to that specific person.

9. Full Name: This field will auto-populate based on the info entered into the First Name and Last Name fields.

10. Email: Enter the recipient’s email address into the “Enter e-mail” field. Separate multiple emails with a semi-colon ( ; ).

11.Notes: You can enter additional information (such as crew size, crew leader, area of service, etc.) into the "Notes" text box.

12.User Name: Click into the field to bring-up a window. Type a User Name (recommend using the email address) and click on the blue area after the username is added in order to select it..

• 
• When a new Crew Member or Responsible Person is added, FTQ360 automatically adds an inactive restricted edit-only user in Setup>Administration>User Setup. The User's affiliation will be set to the Responsible Party name. You'll need to activate the users and modify their permissions as needed in the User Setup area.

13.Attachment: To add an attachment, you must first hit "Save." Then, click the arrow indicator to open the Attachment drop-down list. You can select "File," "Link," or "Note," depending on what you want to attach.

• "File" will allow you to upload a document from your computer.
• "Link" will allow you to post a URL to a webpage.
• "Note" will allow open a dialog box where you can type a message.

14. Active: The Crew will automatically be checked as active. If you don't want to make it active yet, click the checkbox to remove the checkmark.

15.Delete: You can delete the Crew by clicking the red "trashcan icon."

• If there is no trashcan icon available, the Crew cannot be deleted.

16. Click "Save" to save to associate the Crew with the Responsible Party.