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Add Resource

Add Resource

Add Crew

  1. Log In to EpochField Web Suite. See Log In to EpochField Web Suite for guidance.

  2. Select Open under EpochField Work Scheduler.

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  3. Open the Menu.

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  4. Click Resource Management.

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  5. Open the Menu.

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  6. Click Add Crew.

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  7. Fill out the Crew Details tab data entry fields as necessary.

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  • Crew Name: The name assigned to the crew.

  • Crew Type: The specific type or category of the crew.

  • Ideal Size: The optimal number of workers for the crew.

  • Current Size: The actual number of workers currently in the crew.

  • Is Active: Indicates whether the crew is currently active (Y/N).

  • Is Permanent: Indicates if the crew is a permanent team (Y/N).

  • Lead Worker: The name of the worker leading the crew.

  • Contractor Reference: Reference information for any contractors involved.

  • Capability Profile: A summary of the crew's skills and abilities.

  • Groups: Lists any groups the crew is associated with.

  1. Click Create.

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Add Worker

  1. Log In to EpochField Web Suite. See Log In to EpochField Web Suite for guidance.

  2. Select Open under EpochField Work Scheduler.

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  3. Open the Menu.

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  4. Click Resource Management.

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  5. Open the Menu.

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  6. Click Add Worker.

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  7. Fill out the Worker Details tab data entry fields as necessary.

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  • Account Name: username of the worker.

  • User Type: Type of the worker.

  • Is Active: Determines if the worker is active or inactive.

  • Real Name: Real name of the worker.

  • Description: Any description related to the worker.

  • Primary Phone: Primary contact number of the worker.

  • Secondary Phone: Secondary contact number of the worker.

  • Primary Email: Primary contact email of the worker.

  • Secondary Email: Secondary contact email of the worker.

  • Employer: Employer of the worker.

  • Employee ID: Employee Id of the worker.

  • Other ID: Any other Id of the worker.

  • Title: Title of the worker.

  • Skills: Skills that the worker possess.

  • Edit Groups/Roles: Groups and Roles that the worker is part of.

  1. Click Create.

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Add Equipment

  1. Log In to EpochField Web Suite. See Log In to EpochField Web Suite for guidance.

  2. Select Open under EpochField Work Scheduler.

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  3. Open the Menu.

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  4. Click Resource Management.

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  5. Open the Menu.

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  6. Click Add Equipment.

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  7. Fill out the Equipment Details tab data entry fields as necessary.

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  • Equipment ID: ID of the equipment.

  • Equipment Type: Type of the equipment.

  • Equipment Class: Class of the equipment.

  • Status: Status of the equipment. Determines whether it is active, inactive, or retired.

  • Responsible User: Determines the worker responsible for the equipment.

  • Description: Any description related to the equipment.

  • Manufacturer: Manufacturer of the equipment.

  • Manufacturer Serial Number: Manufacturer serial number of the equipment.

  • Manufacturer Part Number: Manufacturer part number of the equipment.

  • Alias: Alias name of the equipment.

  • Location Description: Location of the equipment.

  • Groups: Groups that the equipment is part of.

  • Inventory Number: Inventory number of the equipment.

  • Device Serial Number: Device serial number of the equipment.

  • Fuel Type: Fuel type that the equipment works with.

  • Plate Number: Plate number of the equipment.

  • Mass: Mass of the equipment.

  • Mass Unit: Mass units that the equipment is measured in.

  • Year of Manufacture: Manufacturing year of the equipment.

  • In Service Date: Date when the equipment is brought into service.

  • Capability Profile: Capabilities that the equipment can be used for.

  1. Click Create.

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