Create quick crews in Dispatcher Workspace

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

    • Create planned or ad hoc crews faster and more efficiently using a single interface in Dispatcher Workspace. This helps dispatchers to view the agent schedule and availability while creating crews and adding crew members.

    Before you begin

    Role required: wm_dispatcher and wm_crew_moderator

    About this task

    When creating a crew, you can simultaneously view the availability of agents and crews without losing the context of a calendar in Dispatcher Workspace.

    Procedure

    1. Navigate to All > Field Service Management > Dispatching > Dispatcher Workspace.
    2. Select Dispatcher Workspace in the left navigation.
    3. Create a regular crew or an ad hoc (task-specific) crew.
      • To create a crew, select the Crew icon (Crew icon.) in the right panel of Dispatcher Workspace.
      • To create ad hoc (task-specific) crew for a work order task that is in pending dispatch state, select the More actions icon (More actions icon.) in the task card and then select Create Crew.
    4. On the form, fill in the fields.
      Table 1. Create Crew form
      Field Description
      Details
      Initiated from Work order task number for which the crew is being created.

      This field is automatically set to the work order task number if you’re creating a task-specific crew.
      Name Name of the crew.

      This field is automatically set to the work order task number that is displayed in the Initiated from field. For example, WOT9001007 Crew.

      Note:
      You must enter a name to create a planned crew.
      Leader Name of the crew leader.
      Size The number of agents needed in the crew.
      Location Location of the crew is based on the selected assignment group in the work order task.
      Effective start Start date from when the crew is active to work on the task.
      Effective end End date until when the crew is active to work on the task.
    5. Select Next.
      The crew is created.
    6. Add crew members.
      1. In the Members section of the crew pane, click in the Members field.
      2. Select the names of members to add to the crew from the list.
    7. Optional: Add equipment to the crew.
      1. In the Equipment pane of the crew listing, click in the Equipment field.
      2. Select the equipment items to assign to the crew.
    8. Select Update.