Create ad hoc crews in Dispatcher Workspace

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

    • Create ad hoc crews for a task if no existing crews are available to work on the task or the task requires specific skills to complete the job.

    Before you begin

    Role required: wm_dispatcher

    About this task

    The Create Crew option is available in the work order task form if the following conditions are met:
    • The task is in the Pending Dispatch state.
    • Dispatch Group is selected.
    • The Needs Crew option is active.
    • Task is scheduled for the present date or future dates.
    Note:
    You can create only one crew for a work order task. If you try creating another crew for a task, the system redirects you to the existing crew.

    Procedure

    1. Navigate to All > Field Service > Dispatching > Dispatcher Workspace.
    2. Click Dispatcher Workspace.
    3. Search for and open a work order task for which you want to create a crew.
      For more information, see Search for tasks that need a crew on Dispatcher Workspace.
    4. Click Create Crew.
    5. On the form, fill the fields.
      Table 1. Create New Crew form
      Field Description
      Name Name of the crew.

      This field is auto-populated based on the work order task for which an ad hoc crew is created. For example, WOT9001007 Crew.
      Description Description for the crew.

      This field is auto-populated with a default text message, for example, "Crew to work on WOT9001007."
      Leader Name of the crew leader.
      Size Read-only field. The value of this field is reference from the crew membership table.
      Initiated From The work order task number for which you are creating a crew.

      This field is auto-populated with the work order task number for which an ad hoc crew is created. For example, WOT9001007.
      Schedule Read-only field. Working hours of the crew.

      The value of this field is reference from the Schedule travel start and Estimated end fields in the work order task.
      Location Location of the crew.
      Maximum Travel Radius Radius in selected distance unit (miles or kilometers).
      Distance Unit Unit of distance covered in miles or kilometers.
      Active Option to indicate whether the crew is available for selection when assigning a work order task.
    6. Click Save.

    Result

    An ad hoc task-specific crew is created along with the related list records, such as Details, Groups, Skills, and Task Assignees.