Assign equipment to a task crew

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Assign equipment to an ad hoc task crew to ensure they have the necessary tools to complete the work order task.

    Before you begin

    Note the following requirements to assign the equipment:

    Role required: wm_admin, wm_dispatcher

    Procedure

    1. Navigate to All > Field Service > Manager > Work Order Tasks.
    2. Select the work order task.
    3. In the Task Assignees tab, select Add.
    4. On the form, fill in the fields.
      Table 1. Task Assignee form
      Fields Description
      Requirement Name of the resource requirement that this assignment addresses.
      Resource Type Should be set to Equipment.
      Equipment The equipment instance to be assigned.
    5. Select Submit.

    Result

    On the task crew page, the equipment appears in the Task Assignees tab.