Add Field Service crew members in Dispatcher Workspace

Add agents to the Field Service crew as needed in Dispatcher Workspace.

Before you begin

Role required: wm_dispatcher and wm_crew_moderator

About this task

You can add crew members on the run for undersized crew tasks, such as agent is unavailable for a long time or available members are less than the mentioned crew requirement.

Procedure

1. Navigate to All > Field Service Management > Dispatching > Dispatcher Workspace.

2. Click Dispatcher Workspace.

3. In the tasks panel, select Undersized Crew Tasks from the list.

4. Select the work order task to which you want to assign the agent.

5. Search for a field service agent whom you want to add to the crew.

   For more information, see Identify crews and agents for crew tasks on Dispatcher Workspace.

6. In the agent card, click the More actions icon (

1. On the form, fill in the fields.

   Field	Description
   Member	Auto-populated name of the agent.
   Crew	Name of the Field Service crew to which you want to add a crew member.
   Effective from	Start date from when the member is available to work on the task.
   Effective to	End date until when the member is available to work on the task.

2. Click Save.

3. Repeat steps 3 through 6 to add more members to the crew.

Result

The members are added to the crew.