Add a resource to a crew task

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Add resources that aren't part of a crew, like agents or pieces of equipment, if you realize they're required after the task has been created.

    Vorbereitungen

    Role required: wm_dispatcher, wm_manager

    Prozedur

    1. Navigate to All > Field Service > All Work Order Tasks.
    2. Select the work order crew task for which you want to add a resource to.
    3. In the Task Assignees tab, select Add.
    4. On the form, fill in the fields.
      Tabelle : 1. Task Assignee Form
      Field Input
      Requirement Name the requirement.
      Resource type Set to Agent or Equipment.
      Assignee Search for and add the agent that you want to add to the crew task.
    5. Select Submit.
      The resource is added to the crew.