Assign equipment to a planned crew

Assign equipment to a planned crew to ensure they have tools for their work order tasks. Dispatchers can assign equipment through the ServiceNow AI Platform or Dispatcher Workspace. Crew leaders can assign equipment or modify their crews through the Now Mobile Agent application.

Assign equipment to planned crews through the ServiceNow AI Platform

Assign equipment to a planned crew through the ServiceNow AI Platform. A planned crew is a predefined group of agents and equipment.

Before you begin

Role required: wm_ admin, wm_dispatcher

Procedure

  1. Navigate to All > Field Service > Manager > My Crews.
  2. Select the planned crew to add equipment to.
  3. In the Equipment related list, select Add.
  4. On the form, fill in the fields.
    Table 1. Crew Member form
    Fields Description
    Equipment The equipment instance.
    Effective from Effective start date the equipment is assigned for.
    Effective to Effective end date the equipment is assigned until.
    Active Option that determines whether this instance is active and will appear on the dispatcher calendar.
  5. Select Submit.

Result

Equipment is added to the planned crew. This crew is eligible for tasks with equipment requirements that match the crew's equipment. An equipment instance can be assigned to only one crew at a time.

Assign equipment to planned crews through Dispatcher Workspace

Assign equipment to a planned crew through Dispatcher Workspace. A planned crew is a predefined group of agents and equipment.

Before you begin

Role required: wm_ admin, wm_dispatcher

Procedure

  1. Navigate to All > Field Service Management > Dispatching > Dispatcher Workspace.
  2. Click Dispatcher Workspace.
  3. Use either the dispatcher calendar or the dispatcher calendar sidebar to add equipment to a crew.
    MethodAction
    Dispatcher calendar
    1. On the equipment instance to be assigned, select the More actions icon (More actions icon).
    2. Select Add to crew.
    3. Select a crew to add the equipment to.
    Dispatcher calendar sidebar
    1. On the dispatcher calendar sidebar, select the Crews icon (Crew icon.).
    2. Select a crew to assign equipment to.
    3. On the Equipment tab, browse and select an equipment instance.
  4. Select Update.

Result

Equipment is added to the planned crew. This crew is eligible for tasks with equipment requirements that match the crew's equipment. An equipment instance can be assigned to only one crew at a time.

Assign equipment to planned crews through the Now Mobile app

Assign equipment to a planned crew through the Now Mobile Agent application. A planned crew is a predefined group of agents and equipment.

Before you begin

Role required: wm_crew_leader

Procedure

  1. Navigate to My work > My crews.
  2. Select a crew.
  3. Tap Equipment.
  4. Tap Add equipment.
  5. Select the equipment.
  6. Tap Submit.