Overall view

1. The tab “Directory” in the CREW LIST module, allows you to find the contact database of all the technicians who have participated and are participating in your project. 
2. You can perform a quick search by name/email, by department from the drop-down menu and by Jobs from the suggested list.
3. You can also sort the results by name or by creation date.
4. Once the search criteria by name/email have been met, simply launch the search to display the results. 
5. A list of technician contacts is displayed at the bottom of the interface. You can click on the Name, Tel & Email. By clicking on the name of a technician, you can access his personal file. By clicking on “Tel” you can directly launch the call and by clicking on “email”, you can send an email directly from your personal box.
6. It is also possible to directly print the desired contacts by clicking on “Print”.

Personal file of a technician

By clicking on the name of a technician in the list, you can access his personal sheet in order to add your modifications and update his personal data.

Within the personal sheet of a technician , you can :

1. View and edit the contact of a technician and his personal information.
2. To view and add various documents: IBAN, identity card, medical certificate, CV or others.
3. Add the department, job and salary of a technician.
4. Look at the planning of the person in question.
5. The menu at the top right of the interface offers several features: You can send the form link to the technician so that he can fill in his information himself which will be automatically updated in the “Information” category. You can also Archive the technician or Delete the profile.

Add a technician

Create a Technician

In order to add a new technician, just follow these steps:

1. Click on the “Add” button above the list of technicians.

2. In the new pop-up window, fill in the following data : First Name, Last Name, Email and Phone Number.
3. By checking the “Send the online form”/ "Envoyer le formulaire en ligne" option, a link will be sent to the new technician. He can directly fill in the additional information (address, date of birth, social security number, marital status and others). By completing the form, the technician's personal file on the platform will be automatically updated.
4. Remember to confirm your data entry rights.
5. Finally, validate the data by pressing the “Create” button.

Import a technician

It is also possible to import a technician from a CSV file.

To do this, please follow the instructions below :

1. Click on “Technicians" above the list of technician.
2. In the new pop-up window, import your CSV file (First Name, Last Name, Number, Personal Email, Professional Email). Attention: The data with an already existing e-mail will not be modified.
3. Click on “Import“.

Import a function

To import a function directly from a CSV file, simply follow the instructions below:

1. Click on “Jobs" above the list of technician.
2. In the new intruder window, import your CSV file (Email, Department, Job, Contract).
3. Click on “Import“.