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Crew Operations › Set up workforce › Configure › Field Service Management
Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Update the crew requirement of a work order task

Add or update the number of agents to perform a particular type of work for a work order task.

Before you begin

Role required: wm_admin, wm_dispatcher

You must select the Needs Crew option in the work order task.

About this task

The default minimum crew size is 2.

Procedure

  1. Navigate to All > Field Service > All Work Order Tasks.

  2. Open a work order task from the list that is in the Draft or Pending Dispatch state.

  3. In the Crew Requirement related list, enter the number of agents needed in the Minimum Crew Size and Recommended Crew Size fields.

    Note:

    • The recommended crew size should be equal to or greater than the minimum crew size.
    • The minimum crew size must be equal to or greater than two.
    • Click Save.