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

Assign an equipment instance to groups

Assign equipment instances to groups.

Before you begin

Role required: wm_admin

About this task

Assign equipment instances to groups to allow dispatcher to interact with the instance.

Procedure

  1. Navigate to All > Field Service > Equipment Resources > Equipment Instances.

  2. Select the equipment instance.

  3. In the Groups related list, click Edit....

  4. Select group(s) from the Collection field.

  5. Move selected groups to the Groups List field.

  6. Click Save.

Result

The equipment instance will be assigned to the selected groups.