Add crews to a territory

Add crews directly to territories, allowing members from your territories to join crews instantly and handle tasks immediately.

Before you begin

Role required: sn_fsm_tp.fsm_territory_planner, sn_fsm_tp.fsm_territory_manager

About this task

To work with crews in territories, you need to activate the Field Service Crew Operations plugin (com.snc.fsm_crew_scheduling) plugin.

The following are the two ways to create crews:

1. Manual: You can hand-pick agents from any territory you're a member of to form a crew. It's like assembling your own team for a specific job.
2. Automatic: Dynamic scheduling handles automatic crew creation. When dynamic scheduling is selected as a scheduling method, the system can create crews on its own when they're needed, saving you time and effort. It does this by pulling agents from the territory linked to the specific work order task, ensuring the right people are assigned to the right job.

Procedure

1. Navigate to All > Field Service > Territories.

2. From the territories list, open the territory for which you want to assign crews.

3. Assign a crew for the territory.

   • Select an existing crew.
   • Create a new crew by selecting New in the crew memberships related list.
   • On the form, fill in the fields.

   Field	Description
   Name	Name of the crew.
   Description	Description of the crew.
   Leader	Name of the crew leader.
   Size	Total number of agents, including the leader, in the crew.
   Schedule	Working hours of the crew.
   Location	Location of the crew.
   Maximum Travel Radius	Radius in selected distance unit (miles or kilometers).
   Distance Unit	Unit of distance covered in miles or kilometers
   Active	Option to indicate whether the crew is available for selection when assigning a work order task to the crew.
   From	Effective from the date for the crew to start work.
   To	Effective to date for the crew to end work.

4. Select Submit.

   The crew is added directly to a territory for the specified duration.

Result

The crew becomes visible within the Crew Memberships related list of the territory record.

What to do next

Dispatchers can assign crews to work order tasks. For more information, see Assign work order tasks to crews.