Crew Manager Zoom Seminar

March 30, 2021 @ 8:00 pm – 9:00 pm America/New York Timezone
Boat Location:
Computer Screen
Crew Manager LLC (Bill Kneller)

Zoom Link: (protected content)

PDF Presentation Link

Passcode: (protected content)

Please RSVP by setting your availability on the Sample Crew Manager site at this link. All invited participants have been added to this site and may use the same login at their own boat site.

A one hour Zoom seminar for Skipper’s and Administrators will be starting at the following date & time across time zones:

Date Time Zone Time
Tuesday 30 March Eastern Daylight Time 8:00pm
Tuesday 30 March Central Daylight Time 7:00pm
Tuesday 30 March Pacific Daylight Time 5:00pm
Wednesday 31 March Australian Eastern Daylight Time 11:00am

Seminar Outline

(updated 29 March)

  • Welcome
  • Roles
    • What they are (Subscriber, Crew Administrator, Administrator, Super Administrator)
    • How to assign them
  • Typical skipper/administrator workflow overview
    • Includes a flow diagram (EC Helme – J/92s Spirit)
  • Crew Roster & Profile Updates
    • Importing
    • Fields
    • Roster Options
  • Calendar Management
    • Importing and Exporting
    • Subsequent year calendar
    • Splitting events
  • Crew Communications Options
    • Email & Text
    • Supporting Communications Tools
  • Custom Reports
    • Report Types – Crew, Event
    • How to use them
  • COVID-specific features
    • Create a contact tracing report
  • Crew briefings
    • What to cover and supporting materials
  • Top tips
    • Features that will save time and effort
  • Usability Updates
  • Feature Requests & Bug Reports
    • Active program with new features frequently incorporated
  • Website security
  • Future Plans
  • Wrap-up
    • Q&A via Support Forum question submission

Seminar Questions

,  PDF Presentation Link

Be at Computer Screen - Tue March 30th @ 8:00PM EDT

Event Website: Crew Manager LLC (Bill Kneller)
Crew Color Codes: Green crew is confirmed. Yellow crew need to verify with Skipper. Red does not crew for event. White crew position assignment not made yet and tally as Maybe - need to verify with Skipper.
 Name Position AssignmentAvailable Crew Comment
Bill SkipperLead Zoom Seminar
Total Crew 1 = Confirmed (1) + Maybe (0) -- Maybe includes Available with no position assigned

Post # 2542

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