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How to add or change crews

Most businesses have consistent shift patterns, but you may need to add or update crews — for example, to account for extra weekend shifts or overtime separately.

For a video walkthrough, see Configuring Operators & Crews.

Step 1 — Open Manage Crews

From the left menu, select Crews, then click the Manage Crews tab.

Step 2 — Add a new crew

Click New Crew and enter a Name and Crew ID. Title is optional — if you leave it blank, it's automatically filled in from the Name.

The Crew ID must be unique across your entire OFS server, not just within your organisation, and it's referenced by schedule entries once in use — treat it as permanent rather than something to rename later.

Sort Index controls the order the crew appears in on the console. Click Save to confirm.

If you add a new crew, you must also assign it to the relevant line (Step 5) — otherwise it won't appear on the console.

 

Step 3 — Delete a crew, if needed

Tick the checkbox next to the crew's name (you can select more than one), then click the delete icon.

Deleting a crew removes it from the list, but any shifts already recorded against it keep their history. If you later create another crew using the same Crew ID, it inherits that history — so avoid reusing a Crew ID unless you're intentionally restoring a crew you deleted by mistake.


Step 4 — Open Crews Assignment

Click the Crews Assignment tab.

Step 5 — Assign a crew to a line

Tick the checkbox next to the crew you want to assign, then click the tick in the column header of the line you want to assign it to. Click Save to confirm.

Step 6 — Unassign a crew from a line

Tick the checkbox next to the crew, then click the cross (X) in the column header of the line you want to remove it from. Click Save to confirm.