Assign an ad hoc agent to the crew on a work order task

Add ad hoc members to a work order task that requires a crew.

Before you begin

Role required: wm_dispatcher

About this task

You can add ad hoc agents to work on a crew task. These agents join the crew members to work on the task but aren’t part of the crew.

Procedure

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

2. SelectDispatcher Workspace.

3. Open the work order task to which you want to assign ad hoc agents.

4. In the Assignees related list, select Add.

5. On the form, fill in the fields.

6. Field	Description
   Assignee	Name of the agent you want to add.
   Role	Role assigned to the newly added resource. For example, member or leader.

7. Select Save.

Result

An ad hoc agent is added to the crew task.