crew maintenance on vendor web. my resources crew maintenance is an integral part of many vendors’...

Crew Maintenance on Vendor Web


My Resources

My Resources

• Crew maintenance is an integral part of many vendors’ business operations

• Safeguard Properties’ Vendor Web now has a feature that will allow main contractors to do the following: Create crew accounts Terminate crew accounts Assign work to crews Follow up on open crew work orders Approve completed work orders to send to Safeguard Reassign crew work orders if needed


My Resources

• The My Resources link in Vendor Web will allow access to crew management


My Resources

• When the My Resources page appears, it will default to a Choose a Resource field Click on the drop down arrow to select Add New

Resource


My Resources

• All fields with an asterisk (*) are required fields When completed, click Submit


My Resources

• After the crew is created in Vendor Web, three emails will be automatically generated An email will be sent to the main contractor advising

him that a new login code as been created Two emails will be sent to the new crew

One will advise of his login information One will contain his password This password will need to be changed upon the

crew’s initial login


My Resources

• The new crew code will now be found in the Choose a Resource drop down


My Resources – Crew Maintenance• If changes need to be made to a crew’s record, the

main contractor can go to the My Resources link The main contractor can:

Edit or add any crew information (1) Reset a crew’s password if needed (2) Terminate a crew if needed (3) Clicking Submit saves all of the changes that have been

made (4) Clicking Cancel removes the main contractor from Edit

Resources without saving any changes (5)


My Resources – Crew Maintenance


1

2 3 4 5

My Resources – Reactivating a Terminated Sub• Once a crew is terminated, his code will appear on the

Choose a Resource list as terminated


My Resources – Reactivating a Terminated Sub• When the main contractor selects that code:

The vendor’s basic information will appear The Reactivate button will become available


My Resources – Reactivating a Terminated Sub• When reactivated, the main contractor and crew will

receive emails advising that the code is again active



Assigning Orders

Assigning Orders

• Once the crew is created, orders can be assigned to that code Orders can be assigned individually by clicking on

the Orders Tab Click on the Order Detail icon on the Order List page

Please note that there is also an Assignment column on the Order List page• This column will list if an order has been assigned to a

crew and provide that crew code• Clicking on the column heading will sort the column

alphabetically by crew code


Assigning Orders

• On the Order Details page, click the Assign Order button


Assigning Orders• On the Order Assignment page, click the Choose a

Resource drop down and select the sub code (1)• If the work order text contains pricing information, it can

be edited before it is sent to the crew (2)• When all changes are made, click Submit (3)


12

3

Assigning Orders• Once the order has been assigned, a Reassign Order button

appears on the Order Details page

• The main contractor can assign the order to another crew or back to himself If the order is being assigned back to the main contractor, the (Remove

assignment(s)/Take order(s) back) option is selected


Batch Assignment of Orders• The Order Assignment tab allows for the batch assignment of

orders

The main contractor must: Select type of orders that are being batch assigned (1)

• The default prompt is (All Unassigned Orders)

• The main contractor can also select orders already assigned to crews

• If this is done, orders from one crew can be batch reassigned to another crew or back to the main contractor code

Select the orders to be assigned or reassigned (2) Select the crew to assign the orders to (3) Submit the orders (4) Please note: the main contractor CANNOT sort on the batch

assignment screen, search for orders or edit the order text


Batch Assignment of Orders


1

2

43

Batch Assignment of Orders• The main contractor can also batch assign orders back

to his main code The main contractor must select the orders to be reassigned Under Select a Resource he must choose (Remove

assignment(s)/Take order(s) back) and then click Submit



Approval of Orders

Approval of Orders• When a crew completes an update that order is not sent

to Safeguard Properties• The order is sent back to the main contractor for

approval


Approval of Orders• The crew will be able to see the orders that have been

submitted for review Note: If an order has been submitted for review, the crew can

see the details of the update, but cannot make any changes to them


Approval of Orders• The main contractor will also have a link to orders that

need to be approved


Approval of Orders• The main contractor will need to review all information provided in

the update by the crew To start this process, he will need to click Resume Update on

the Orders Detail page If all of the information is correct, the order can be submitted to

Safeguard The main contractor will need to attest that the information is

correct on the Comments/Review page

If this step is not completed, the contractor cannot proceed with the update


Rejection of Orders• If any part of the update is incorrect or additional information is needed, the

main contractor can reject the update from the Errors and Warnings page Reasons must be given if the order is rejected The main contractor would select Reject Update (1) If correct, the main contractor selects Submit Update (2)


1 2


General Information

General Information• The crew cannot submit an update if it is incomplete or contains

errors• When approving orders, the main contractor must review each

page/screen of the update• If the order is rejected by the main contractor, it will appear in the

crew’s open orders• If an order is re-opened by Safeguard, it is sent back to the main

contractor The main contractor will then need to assign the order back to

the crew This order will appear in the crew’s open orders

• Crews will not have access to any Safeguard Properties memos posted on Vendor Web



Thank You for Participating!!!

crew maintenance on vendor web. my resources crew maintenance is an integral part of many vendors’...

Documents

crew code crew maintenance

terminated crew maintenance

crew information

crew accounts

vendor web slide

available crew maintenance

active crew maintenance

new crew code