Add crews to a territory

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Add crews directly to territories, allowing members from your territories to join crews instantly and handle tasks immediately.

    Antes de Iniciar

    Role required: sn_fsm_tp.fsm_territory_planner, sn_fsm_tp.fsm_territory_manager

    Por Que e Quando Desempenhar Esta Tarefa

    To work with crews in territories, you need to activate the Field Service Crew Operations plugin (com.snc.fsm_crew_scheduling) plugin.

    The following are the two ways to create crews:
    1. Manual: You can hand-pick agents from any territory you're a member of to form a crew. It's like assembling your own team for a specific job.
    2. Automatic: Dynamic scheduling handles automatic crew creation. When dynamic scheduling is selected as a scheduling method, the system can create crews on its own when they're needed, saving you time and effort. It does this by pulling agents from the territory linked to the specific work order task, ensuring the right people are assigned to the right job.

    Procedimento

    1. Navigate to All > Field Service > Territories.
    2. From the territories list, open the territory for which you want to assign crews.
    3. Assign a crew for the territory.
      • Select an existing crew.
      • Create a new crew by selecting New in the crew memberships related list.
    4. On the form, fill in the fields.
      Tabela 1. Crew form
      Field Description
      Name Name of the crew.
      Description Description of the crew.
      Leader Name of the crew leader.
      Size Total number of agents, including the leader, in the crew.
      Schedule Working hours of the crew.
      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 to the crew.
      From Effective from the date for the crew to start work.
      To Effective to date for the crew to end work.
    5. Select Submit.
      The crew is added directly to a territory for the specified duration.

    Resultado

    The crew becomes visible within the Crew Memberships related list of the territory record.

    O que Fazer Depois

    Dispatchers can assign crews to work order tasks. For more information, see Assign work order tasks to crews.