Add Field Service crew members

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

    • Add agents to a Field Service crew as needed.

    Vorbereitungen

    Role required: wm_manager, wm_dispatcher

    Warum und wann dieser Vorgang ausgeführt wird

    A crew leader can be part of multiple planned crews in non-intersecting time frames.

    Prozedur

    1. Navigate to the My Crews module based on your role.
      • Manager: Navigate to Field Service > Manager > > My Crews.
      • Dispatcher: Navigate to Field Service > Dispatching > > My Crews.
    2. Open a crew from the list to which you want to add members.
    3. In the Members related list, click Add.
    4. On the form, fill the fields.
    Tabelle : 1. Crew member form
    Field Description
    Member Name of the field service agent.
    Role Role defined for an agent. For example, Member.
    Effective From Start date from when the member is available to work on the task.

    This field is auto-populated with the effective start date of the crew. For example, 2022-04-25.
    Effective To End date until when the member is available to work on the task.

    This field is auto-populated with the effective start date of the crew. For example, 2022-04-29.
    Active Option to indicate whether the member is associated with the crew.
    1. Click Submit.
    2. Wahlweise: Repeat steps 3 through 5 to add more members to the crew.

    Ergebnisse

    The members are added to the crew.