Operations & Project Management
Crew / Contractor Assignment
Get employees and/or approved contractors assigned to a project's start date.
- Trigger
- Approved project plan defines crew needs.
- Owner
- Project Manager
- Participants
- Inputs
- Project plan.
- Crew availability and contractor compliance status.
- Required conditions
- Contractors used must have contractor.status = APPROVED.
Steps
- Identify crew/contractor needs from the plan.
- Propose the assignment.
- Verify contractor compliance status with the Contractor Coordinator.
- Confirm the roster for the start date.
Decision points
- Does this assignment conflict with another project's crew needs? → Operations Manager arbitrates.
- Outputs
- Confirmed crew roster.
- Handoff
- Lead Technician
- Failure / exception path
- A proposed contractor isn't APPROVED — assignment is blocked until the Contractor Coordinator resolves it, not worked around.
Related system objects
Related lifecycle stages
Related standards
Related forms
None yet
SOPs
None yet
Future automation opportunity
System blocks adding a contractor to a roster unless contractor.status = APPROVED, per the existing Contractor Onboarding Standard rule.
Required data
- Crew proposed date
- Contractor compliance status
- Roster confirmed date