Assign an ad hoc agent to the crew on a work order task

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Add ad hoc members to a work order task that requires a crew.

    Antes de Iniciar

    Role required: wm_dispatcher

    Por Que e Quando Desempenhar Esta Tarefa

    You can add ad hoc agents to work on a crew task. These agents join the crew members to work on the task but aren’t part of the crew.

    Procedimento

    1. Navigate to All > Field Service > Dispatching > Dispatcher Workspace.
    2. SelectDispatcher Workspace.
    3. Open the work order task to which you want to assign ad hoc agents.
    4. In the Assignees related list, select Add.
    5. On the form, fill in the fields.
    Tabela 1. Create New Task Assignee form
    Field Description
    Assignee Name of the agent you want to add.
    Role Role assigned to the newly added resource. For example, member or leader.
    1. Select Save.

    Resultado

    An ad hoc agent is added to the crew task.