Remove or release members and equipment from your crew

Remove or release crew members and equipment from your crews on the ServiceNow Agent application.

Remove members or equipment from your planned crew

Remove members or equipment from your planned crew so they can be assigned to other crews or tasks.

Vorbereitungen

To remove equipment, administrators must activate the Field Service Resource Scheduling plugin (com.snc.resource_scheduling). For more information, see Activate Resource Scheduling.

Role required: wm_agent and crew_moderator

Prozedur

  1. Navigate to My work > My crews.
  2. Select the crew or equipment that you want to remove.
  3. Tap the Remove icon (Remove icon.).
  4. Tap Remove.

Remove members or equipment from a task crew

Remove members or equipment from a task crew so they can be assigned to other crews or tasks.

Vorbereitungen

To remove equipment, administrators must activate the Field Service Resource Scheduling plugin (com.snc.resource_scheduling). For more information, see Activate Resource Scheduling.

Role required: wm_agent and crew_moderator

Prozedur

  1. Navigate to My work > My Tasks.
  2. Select the work order task where the task crew member or equipment is assigned.
  3. Find the member or equipment that you want to remove, and tap the Remove icon (Remove icon.).
    Hinweis:
    If the task is in the Work in Progress state, Remove is replaced with Release.
  4. Tap Remove.

Release a task crew member

Release task crew members from work order tasks that are in the Work in Progress state.

Vorbereitungen

Release only shows if the work order task is in the Work in Progress state. If not, task crew members must be removed. For more information, see Remove members or equipment from a task crew.

Role required: wm_agent and crew_moderator

Prozedur

  1. Navigate to My work > My tasks.
  2. Select the work order task where the task crew member is assigned.
  3. Find the task crew member that you want to release, and tap the Edit icon (Edit icon.).
  4. Tap Release.
    A confirmation message appears. To proceed with the action, tap Release. To cancel, tap Cancel.