Assign equipment to a task crew

Assign equipment to an ad hoc task crew to ensure they have the necessary tools to complete the work order task.

Before you begin

Note the following requirements to assign the equipment:

• The work order task must already have a task crew assigned. See Create ad hoc crews in Dispatcher Workspace for more information.
• The work order task must already have resource requirements. See Add resource requirement for a work order task in Dispatcher Workspace for more information.

Role required: wm_admin, wm_dispatcher

Procedure

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

2. Select the work order task.

3. In the Task Assignees tab, select Add.

4. On the form, fill in the fields.

   Fields	Description
   Requirement	Name of the resource requirement that this assignment addresses.
   Resource Type	Should be set to Equipment.
   Equipment	The equipment instance to be assigned.

5. Select Submit.

Result

On the task crew page, the equipment appears in the Task Assignees tab.