After planning your crew on project functions, it's time to communicate the planning. You have three options to do this:
This option allows you to send personal schedules by email. A personal schedule is a list of all functions a crew member is planned on. The schedule is individual, meaning that the person who receives it can only see their own planning, and it contains times, locations, and remarks for the function.
You can choose this option if the crew members need little context on the project.
To send personal schedules by email:
- Go to the account_circle Crew planner module or the Crew scheduling tab in a project.
- Click on the mail_outline Invite and send button on the top bar and choose Send planning
- Select a period and the projects.
- Select crew members (if there has been a change since the last time you communicated the planning, the crew members affected by the change will have
next to their name).
- (Optional) Check the e-mails by clicking on 'Preview' on a crew member.
- Click Send in the bottom right corner.
- (Optional) Add a custom email text.
- Click Send
You also have the option to communicate your crew planning by creating a document with personalized planning and sending it to your employees. You can customize the document template to display more information about the schedule. After generating a schedule, you can download it as a .pdf or Word file, send it by e-mail, or print it.
- Go to group Crew members module.
- Select one or multiple crew members.
- Click on 'Create document' on the top bar.
- Choose a document template, letterhead, and the desired time period.
- (Optional) Add text.
- Generate
A project callsheet contains the time schedule of the whole project and the schedule of every crew member. Create a callsheet and send it to team leaders to give them an overview of the crew for a project. The default template in Rentman is called "Callsheet" but you can edit the template to display the information you want.
Choose this option to communicate the complete planning of every member and vehicle.
- Create a callsheet for a project.
- Click email on the top right of the page.
- Select the recipients and add a message.
- Click Send email
Your crew members can use the Rentman Mobile app (or access via browser) to check their schedule and answer invitations.
If your crew members regularly check the event My schedule module, you don't have to manually send the planning. On the event My schedule module each user can click on a project to see up-to-date information and add notes/tasks.