Create crews in Field Service Management

Create crews to assign work order tasks to a predefined group of agents.

Before you begin

Role required: wm_dispatcher, wm_manager

About this task

Crews can be defined based on the type of work needed, the geographical location, and the necessary skills. If the Territory Planning plugin is activated and the Territory model is enabled, you can pick the agents who are associated with the territories while creating a crew.

Procedure

1. Navigate to the My Crews module based on your role.

   • Manager: Navigate to Field Service > Manager > My Crews.
   • Dispatcher: Navigate to Field Service > Dispatching > My Crews.
   • Click New.

2. On the form, fill the fields.

3. Field	Description
   Name	Name of the crew.
   Description	Description of the crew.
   Leader	Name of the crew leader.
   Size	Total number of agents, including the leader, in the crew.Note: This field is mandatory.
   Schedule	Working hours of the crew.
   Location	Location of the crew.
   Maximum Travel Radius	Radius in selected distance unit (miles or kilometers).
   Distance Unit	Unit of distance covered in miles or kilometers
   Active	Option to indicate whether the crew is available for selection when assigning a work order task to the crew.
   From	Effective from the date for the crew to start work.
   To	Effective to date for the crew to end work.

   1. Click Submit.

   Result

   The crew is created with the Groups, Skills, and Members related list records. If the Territory Planning plugin is activated and the Territory model is enabled, Territory Memberships related list appears with the list of territories associated with the crew.