Create, modify, and enable crews and their requirements to complete work order tasks that require a crew of agents.

Once an administrator identifies the type of work that requires a crew, the requirement can be designated from the work type form and the work order template. Whenever a work order is created using the template or the work type is selected in the task that requires a crew, the Needs Crew field is automatically enabled. This field enables dispatchers to schedule and dispatch a crew for work order tasks created using the work order templates. For more information about enabling crew requirements from work order templates, see Create a work order template.

An administrator or dispatcher can select the Needs Crew option in the work order task form if a crew is required to complete a work order task. This selection can be done when the task is in the Draft, Assigned, or Pending dispatch state if a crew a crew is required to complete a work order task.

Activate the Field Service Crew Operations plugin, to add the Needs Crew option to the work order task form, work type form, and the work order templates.