Assign an ad hoc agent to the crew on a work order task

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

    • Add ad hoc members to a work order task that requires a crew.

    Vorbereitungen

    Role required: wm_dispatcher

    Warum und wann dieser Vorgang ausgeführt wird

    You can add ad hoc agents to work on a crew task. These agents join the crew members to work on the task but aren’t part of the crew.

    Prozedur

    1. Navigate to All > Field Service > Dispatching > Dispatcher Workspace.
    2. SelectDispatcher Workspace.
    3. Open the work order task to which you want to assign ad hoc agents.
    4. In the Assignees related list, select Add.
    5. On the form, fill in the fields.
    Tabelle : 1. Create New Task Assignee form
    Field Description
    Assignee Name of the agent you want to add.
    Role Role assigned to the newly added resource. For example, member or leader.
    1. Select Save.

    Ergebnisse

    An ad hoc agent is added to the crew task.