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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create crews

As a dispatcher, you can create crews in Dispatcher Workspace to which you can assign work order tasks.

Before you begin

Role required: wm_dispatcher

Procedure

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

  2. Select the List icon (

Image omitted: list-icon-black.png
List icon.\).
  1. In the Lists panel, navigate to Dispatching > My Crews

  2. Select New.

  3. FieldDescription
    NameName of the crew.
    DescriptionDescription of the crew.
    LeaderName of the crew leader.
    SizeTotal number of agents, including the leader, in the crew.
    Effective startStart date from when the crew and its associated members, such as leader and other crew members are active.
    Effective endEnd date until when the crew and its associated members, such as leader and other crew members are active.
    ScheduleWorking hours of the crew.
    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 to a work order task.
  4. Select Save.

Result

The crew is created along with the related list records, such as Details, Groups, Skills, and Task Assignees.