Update the crew requirement of a work order task

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

    • Add or update the number of agents to perform a particular type of work for a work order task.

    Vorbereitungen

    Role required: wm_admin, wm_dispatcher

    You must select the Needs Crew option in the work order task.

    Warum und wann dieser Vorgang ausgeführt wird

    The default minimum crew size is 2.

    Prozedur

    1. Navigate to All > Field Service > All Work Order Tasks.
    2. Open a work order task from the list that is in the Draft or Pending Dispatch state.
    3. In the Crew Requirement related list, enter the number of agents needed in the Minimum Crew Size and Recommended Crew Size fields.
      Hinweis:
      • The recommended crew size should be equal to or greater than the minimum crew size.
      • The minimum crew size must be equal to or greater than two.
    4. Click Save.