Create work types for a work order task
You have the option to categorize the type of work to be performed in Field Service to complete the task.
Before you begin
Role required: wm_admin
About this task
Create different work types for a task to determine and configure the various requirements of the task, such as if the task needs a crew and preference of an assignment group.
Procedure
Navigate to All > Field Service > Administration > Work Types.
Select New.
On the form, fill in the fields.
| Field | Description |
|---|---|
| Name | Name of the type of work. |
| Value | Name of the work type to be stored Internally. |
| Description | Description of the work type. |
| Scheduling preference | Type of assignment group to which the task should be assigned to, such as internal and external group. |
| Active | Option to indicate whether the work type is available for selection when creating a work order task. |
| Needs crew | Option to indicate if the crew is required for the selected type of work. |
| Resource requirements | Option to indicate if resource, such as agent or equipment, is required for the selected type of work.Note: The field appears only when Field Service Resource Scheduling plugin (com.snc.fsm_resource_scheduling) is active. |
- Select and hold (or right-click) the form header and select Submit.
Image omitted: new-work-type.png
new work type form
new work type form
Result
The work type is created successfully.
- If you have selected the Needs crew option, the work type is created with the Crew Requirements related list record.
- If you have selected the Resource requirements option, the work type is created with the Resource Requirements related list record.
For more information about adding the resource requirement, see Add resource requirements for a work order task.