Overview

Offer Sub Status in NextCrew 2.0 is a powerful enhancement that adds an extra layer of detail to the standard offer lifecycle stages (Requested, Interested, Confirmed, Declined, Cancelled). It allows teams to associate meaningful codes and reasons with each stage, providing better tracking, communication, and operational efficiency.

Area

Offer Sub Status applies directly to crew offer management within the staffing workflow. It sits under the primary offer statuses and provides a more granular view of crew actions and staffing decisions.

Navigation

You can access Offer Sub Status as part of the Offer Management Module in NextCrew 2.0:

  • From the Crew Offers screen select a crew’s offer.

  • Choose the main Offer Status (e.g., Confirmed, Declined).

  • Assign a corresponding Sub Status (e.g., "Client Info Sent," "Reason: Transportation Issue").



Benefit

  • Transparency: Adds detailed context to each offer stage.

  • Accountability: Captures reasons and actions associated with decisions.

  • Knowledge Sharing: Provides visibility across the team for smoother collaboration.

  • Client Communication: Helps document outcomes like when client information has been sent or why someone declined an offer.

  • Tracking & Reporting: Enables reporting at a more granular level for trend analysis.

Field Reference

  • Order: Defines placement or sequence of sub statuses.

  • ID: Unique identifier for each sub status.

  • Name: Display name of the sub status.

  • Description: Additional explanation of the sub status.

  • Offer Status: Parent offer stage that the sub status is tied to (Requested, Interested, Confirmed, Declined, Cancelled).

  • Demeanor: Defines how the sub status is categorized (Success, Pending, Failed).

Screen References

  • Offer Details Screen: Displays both Offer Status and Offer Sub Status.

  • Crew Profile: Shows full history of offers, statuses, and related sub status notes.

  • Reports Dashboard: Allows filtering and reporting by sub status.

Pro Tip

Use Demeanor values as a quick performance indicator:

  • Success → Confirmed with positive follow-up (e.g., client info shared).

  • Pending → Interested but requiring validation (e.g., driver check needed).

  • Failed → Declined with a tracked reason (e.g., schedule conflict).

FAQ

Q: Are sub statuses required?
A: No, they are optional but highly recommended for clarity.

Q: Can I customize sub statuses?
A: Yes, administrators can configure sub statuses to match organizational needs.

Q: Can a sub status belong to multiple offer statuses?
A: Each sub status is linked to a specific primary offer status to maintain clarity.

Permission & Configuration

  • Only Admins can create and configure sub statuses.

  • Managers and recruiters can assign sub statuses when updating offers.

  • Configuration is found under Settings > Code Tables > Offer Sub Status.