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

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

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

    Before you begin

    Role required: wm_dispatcher

    About this task

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

    Procedure

    1. Navigate to All > Field Service > Dispatching > Dispatcher Workspace.
    2. ClickDispatcher Workspace.
    3. Open the work order task to which you want to assign ad hoc agents.
    4. In the Assignees related list, click Add.
    5. On the form, fill in the fields.
    Table 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. Click Save.

    Result

    An ad hoc agent is added to the crew task.