How to: Use the Direct Trade Feature

Owned by Emgee Taute
Last updated: 12/03/2015 by GrantR (Deactivated)
3 min read

A "Direct Trade" is classified as a request from one crew member directly to another via CrewPortal to trade or swap a specific set of pairings on a specific date. Direct Trades require two (2) crew members, an initiator and a target crew member that will accept or counter offer the Direct Trade request. The viability of the trade is directly linked to whether it conforms to the regulatory and company rules as found in the operator's rule set. An initiating crew member has the option of searching directly for another crew member or searching for specific pairings based on the pairing work type (e.g. they could search for crew members with a day off on a specific date).

Step-by-step Guide

 

Crew A (Initiator) 

  1. After logging on to CrewPortal, (Please see: Register to CrewPortal), select the "Trip Trade" or "Swaps" icon (this is customizable)  and then select ‘Direct Trade’ from the Actions list.

    CrewPortal Customization

    Functions like trip trading, swaps, are often referred to differently in various regions around the world. Did you know that you can customize the function labels and headers in CrewPortal using the CrewPortal resource dictionary? You can find information on customizing CrewPortal here.




  2. Select "By Crew Details, the date and then select the the name of the crew member the swap request will be sent to (Crew B) and select ‘Create Swap’.


  3. The New Swap Form will appear. Add information to the Title and Description fields. Select the duty to be swapped from the list from both Crew B's roster as well as that of Crew A by selecting the day and/or duty to be traded. Submit your request by clicking on the "Submit" button found at the bottom of the form. If you decide not to continue with the trade you can select the "Cancel" button.


  4. The request will show as pending in ‘My Trades’.


  5. Merlot will review the proposed trade for potential duty violations. Below is an example of a swap denied due to a possible minimum rest violation.

 

Crew B (Target)

  1. The swap requested by Crew A is displayed as pending under ‘My Trades’.


  2. Selecting the pending item shows details of trade requested and gives the options of ‘Accept Offer’ or ‘Decline Offer’.


  3. After choosing ‘Accept Offer’ the trade will show as ‘Accepted’.


  4. The status in ‘My Trades’ will change to ‘Accepted’.


  5. My Inbox also shows the trade as ‘Accepted’. Selecting the link will show details of trade.


  6. Once the trade has been processed the status will change to ‘Success’ and the new duties will be available on the respective crew member's rosters.