Crew Planner Alerts

Click on the Modules menu and select Crew Planner.

Click on Administration and select Triggers and Automations

Click the three dots in the top-right corner.

Select New Trigger or New Automation.

FOR TRIGGER:

There are five types you can set up.

• Alerts when a crew status is created or modified.
• Status Change Needs Verification.
• Status Change is Verified.
• Future Rotational Status Change Cannot Be Created – Alerts if a new future status conflicts with an existing one.
• Notifications when a comment is added to a status change.

Select which Accounts the trigger applies to, then click Submit to save.

FOR AUTOMATION:

There are five types of automations you can create.

• Days Before Crew Anniversary
• Days After Crew Anniversary
• Days Before Status Change Start Date
• Days Before Status Change End Date
• Leave Unused Alert

Select which Accounts the trigger applies to, then click Submit to save.

You can also add an action to send notifications related to the triggers and automations that have been configured.

Click Add Action, then choose either Create Alert or Send Email, and select the specific users or user roles who should receive the notification.