Create crews

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

    • As a dispatcher, you can create crews in Dispatcher Workspace to which you can assign work order tasks.

    Before you begin

    Role required: wm_dispatcher

    Procedure

    1. Navigate to All > Field Service Management > Dispatching > Dispatcher Workspace.
    2. Select the List icon (List icon.).
    3. In the Lists panel, navigate to Dispatching > My Crews
    4. Select New.
    Table 1. Create New Crew form
    Field Description
    Name Name of the crew.
    Description Description of the crew.
    Leader Name of the crew leader.
    Size Total number of agents, including the leader, in the crew.
    Effective start Start date from when the crew and its associated members, such as leader and other crew members are active.
    Effective end End date until when the crew and its associated members, such as leader and other crew members are active.
    Schedule Working hours of the crew.
    Location Location of the crew.
    Maximum Travel Radius Radius in selected distance unit (miles or kilometers).
    Distance Unit Unit of distance covered in miles or kilometers.
    Active Option to indicate whether the crew is available for selection when assigning to a work order task.
    1. Select Save.

    Result

    The crew is created along with the related list records, such as Details, Groups, Skills, and Task Assignees.