Update crew requirements for the work order task in Dispatcher Workspace

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • As a dispatcher, you can add or update the number of agents required to perform a particular type of work to complete the task.

    Before you begin

    Ensure that the Needs Crew check box is selected in the work order task.

    Role required: wm_admin, wm_dispatcher

    About this task

    The default minimum crew size is two for work order tasks created using the work order template with the Needs Crew option set to true.

    Procedure

    1. Navigate to All > Field Service Management > Dispatching > Dispatcher Workspace.
    2. Click the List icon (List icon.).
    3. In the Lists panel, navigate to Work Order Tasks > My Work Order Tasks.
    4. Open a work order task from the list that is in the Draft or Pending Dispatch state.
    5. In the Crew Requirement related list, enter the number of agents needed in the Minimum Crew Size and Recommended Crew Size fields.
      Note:
      • The recommended crew size should be equal to or greater than the minimum crew size.
      • The minimum crew size should be equal to or greater than two.
    6. Click Save.