Add resource requirement for a work order task in Dispatcher Workspace

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Add or update the resource requirements for a task that requires a crew, such as the number of agents with specific skills or equipment required to work on the task.

    Before you begin

    • You must select the Needs crew and Resource requirements options in the work order task.
      Note:
      The Resource requirements option displays only when the Needs Crew option is selected.
    • You must activate the Equipment Scheduling plugin (com.snc.fsm_resource_scheduling) to add any equipment-related requirement.

    Role required: wm_admin, wm_dispatcher

    Procedure

    1. Navigate to All > Field Service Management > Dispatching > Dispatcher Workspace.
    2. Select Dispatcher Workspace.
    3. Open a work order task that is in the Draft or Pending Dispatch state for which you want to configure the resource requirement.
      For more information, see Search for tasks that need a crew on Dispatcher Workspace.
    4. Select the Resource requirement option if not already selected, and then select Save.
    5. In the Resource Requirements related list, select New.
    6. On the form, fill in the fields.
    Table 1. Crew Requirement
    Fields Description
    Name Name of the type of resource category. For example, electrician.
    Resource type Type of resource required for the task, either agent or equipment.
    Note:
    The equipment option is available only if the Equipment Scheduling plugin (com.snc.fsm_resource_scheduling) is activated.
    Minimum quantity Minimum number of resources required to work on the task.
    Recommended quantity Actual number of resources required to work on the task.
    Mandatory skills Skills that are mandatory to complete a task. For example, wiring.
    Skill level Define a level for the selected skill.
    Optional skills Skills that are optional to complete a task.
    Mandatory Option to identify if the skills are mandatory to complete a task.
    1. Select Save.

    Result

    The resource requirement is added to the work order task that requires a crew.