Identify crews and agents for crew tasks on Dispatcher Workspace

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

    • Identify the most eligible crew and agents based on crew skills and distance to assign them to work order tasks that need a crew.

    Before you begin

    Roles required: wm_dispatcher

    About this task

    Crews are sorted in alphabetic order by default. Agents are recommended based on the selection criteria defined in the Agents for crew tasks filter. For more information, see

    Search for tasks that need a crew on Dispatcher Workspace

    Procedure

    1. Navigate to All > Field Service > Dispatching > Dispatcher Workspace.
    2. Click Dispatcher Workspace.
    3. Search for and select work order tasks that need a crew in the task panel.
      For more information, see Search for tasks that need a crew on Dispatcher Workspace.
      The agent panel displays the list of crews sorted based on the default sorting criteria.
    4. Optional: If dynamic scheduling is enabled, view recommended crews and agents based on the required skills, location, and agent availability by selecting Auto Assign Rules from the Rank resources list.
      The agent panel displays the list of recommended crews and agents sorted based on the defined recommendation criteria.
      Note:

      The agent panel displays a task-specific crew on the top of the list if one has been created for the selected work order task. For more information, see Create ad hoc task-specific crews

    5. Sort the crew list based on distance or skills.
      • To sort crews based on the crew distance from the task, click Distance.
      • To sort crews based on the skills mentioned in the task, click Skills.

    Result

    The crews and agents are sorted based on the selected filter criterion.