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Crew operations › Using Dispatcher Workspace › Assigning tasks from Dispatcher Workspace › Scheduling and dispatching › Use › Field Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create ad hoc crews in Dispatcher Workspace

Create ad hoc crews for a task if no existing crews are available to work on the task or the task requires specific skills to complete the job.

Before you begin

Role required: wm_dispatcher

About this task

The Create Crew option is available in the work order task form if the following conditions are met:

  • The task is in the Pending Dispatch state.
  • Dispatch Group is selected.
  • The Needs Crew option is active.
  • Task is scheduled for the present date or future dates.

Note: You can create only one crew for a work order task. If you try creating another crew for a task, the system redirects you to the existing crew.

Procedure

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

  2. Select Dispatcher Workspace.

  3. Search for and open a work order task for which you want to create a crew.

    For more information, see Search for tasks that need a crew on Dispatcher Workspace.

  4. Select Create Crew.

  5. On the form, fill the fields.

FieldDescription
NameName of the crew. This field is auto-populated based on the work order task for which an ad hoc crew is created. For example, WOT9001007 Crew.
DescriptionDescription for the crew. This field is auto-populated with a default text message, for example, "Crew to work on WOT9001007."
LeaderName of the crew leader.
SizeRead-only field. The value of this field is is referenced from the crew membership table.
Initiated FromThe work order task number for which you’re creating a crew. This field is auto-populated with the work order task number for which an ad hoc crew is created. For example, WOT9001007.
ScheduleRead-only field. Working hours of the crew. The value of this field is is referenced from the Schedule travel start and Estimated end fields in the work order task.
LocationLocation of the crew.
Maximum Travel RadiusRadius in selected distance unit \(miles or kilometers\).
Distance UnitUnit of distance covered in miles or kilometers.
ActiveOption to indicate whether the crew is available for selection when assigning a work order task.
  1. Select Save.

Result

An ad hoc task-specific crew is created along with the related list records, such as Details, Groups, Skills, and Task Assignees.