Site passes
What it’s for — many facilities (ports, plants, refineries) require a site-access pass before a person or machine can enter. Site passes records who holds which pass for which facility, and warns you before they expire.
When you’d use it — for jobs at access-controlled sites, so a machine or operator isn’t turned away at the gate.
The Site passes screen
Open Site passes from the sidebar. Each row shows the holder (a crew member or an asset), the facility, the issue and expiry dates, and an expiry badge.
How to add a site pass
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Click + Add site pass.
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Choose the holder — a crew member or an asset — and type the facility name. It’s a free-text field, not a separate client-site list, so type it exactly as you want it to read on the pass and on any job it covers.
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Enter the expiry date. Craneye colours the pass amber at 30 days out and escalates to red at 7 days out.
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Attach the scanned pass or induction certificate, and save.
Because the facility is free text rather than a linked record, use a consistent name each time (the same spelling and punctuation) so passes for the same site are easy to find and compare later.
Common questions
- Passes vs. permits? A site pass gets you into a facility; a permit covers the road move to get there.
- Do expiring passes block dispatch? Expiring soon is a warning, not a block. An expired pass that’s marked required for that client is a hard stop until it’s renewed or a manager overrides it.
- Will I get warned before a pass lapses? Yes — notifications go out as a pass approaches expiry, with the warning escalating at the 7-day mark.
- Can a facility have its own record, like a client account? Not yet — the facility is a free-text field on the pass itself, not a separate entity.