Create Alerts for Crew

Users can create alerts for crew-related activities and events to ensure that important actions, updates, and requirements are communicated to the appropriate users.

Alerts can be configured based on crew activities, onboarding progress, status changes, or defined timing rules, with notifications sent according to the configured settings.

1. From the fleet homepage, click on the Modules menu and select Crew.

   

2. Click Administration in the top blue ribbon and choose Triggers and Automations.

   

3. Click the three dots in the top-right corner.
4. Select New Trigger or New Automation.

   

5. Enter a title for the Trigger/Automation.

   

6. Make sure to check the Enabled box to activate the trigger.

   

7. You may also add conditions to control when the trigger actions will execute.

   

8. Click the Add Action icon if you want the trigger to send email or create alert.

   Once the Action has been configured, click Submit to save the trigger/automation.

   

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Trigger Options:

• The crew information is created/updated -- Triggers the action whenever a crew record is created for the first time, or an existing crew record is modified.

• Crew completes onboarding requirements -- Triggers the action when the crew member has completed all defined onboarding requirements, such as required documents, training, or checks.

• Administrator marks crew onboarding process as completed -- Triggers the action when an administrator manually marks the crew member\'s onboarding process as Completed.

• Crew is transferred from this account -- Triggers the action when a crew member is transferred out of the current account and assigned to another account.

• Crew is transferred to this account -- Triggers the action when a crew member is transferred or assigned to the current account.

• The crew position is changed -- Triggers the action when the crew member\'s position or role is changed on their crew record.

Automation Options:

• day(s) after the crew onboarding process is started -- Triggers the action a specified number of days after the crew member\'s onboarding process begins.

• day(s) before the crew\'s birthday -- Triggers the action a specified number of days before the crew member\'s birthday.

• on crew\'s Employment Date -- Triggers the action on the crew member\'s employment start date.

• on crew\'s Employment Date if all of the required information for the onboarding process is completed -- Triggers the action on the crew member\'s employment start date, provided that all required onboarding information has been completed.

• day(s) after crew employment ends -- Triggers the action a specified number of days after the crew member\'s employment end date.