Field Service Crew Operations components

The roles, tables, script includes, and business rules for the Field Service Crew Operations application.

Field Service Crew Operations adds the My Crew menu to the application navigator and the following modules:

• My Crews: Enable managers and dispatchers to create and manage crews.
• My Crew Tasks: Enable agents to view the crew tasks assigned to a crew they belong to.

Roles

Field Service Crew Operations adds the following roles:

Table 1. Roles in Field Service Crew Operations

Role	Description
Field Service Crew Moderator [wm_crew_moderator]	Enables dispatchers and managers to create crews, manage crew members, assign skills and locations, and assign them to assignment groups.

Tables

Field Service Crew Operations adds the following tables:

Table 2. Tables installed with Field Service Crew Operations

Table	Description
Crew wm_crew	Stores high-level information about the crew, such as the crew size, leader, location, schedule, travel radius.
Crew Group wm_crew_group	Stores the mapping of crews to the selected assignment groups​.
Crew Member wm_crew_member	Stores the various members of the crew and their effective availability in the crew​.
Crew Requirement wm_crew_requirement	Stores fine-grained requirements for a crew, such as the minimum crew size and recommended size.​
Crew Skill wm_crew_skill	Stores the skills that the crew members currently possess.
Task Assignee wm_task_assignee	Stores the mapping of all agents working on a work order task​.

Script Includes

Field Service Crew Operations adds the following new script includes:

Table 3. Script Includes for Field Service Crew Operations

Script Include	Description
CrewSchedulingUtils	Updates the crew members, crew skills, crew requirements, task assignees, and the crews an agent belongs to​.
CrewSchedulingClientUtils	Fetches the crews that an agent belongs to and the tasks assigned to those crews for client-side script use​​.
CrewLocationFromTask	Rates crews based on their location and distance to the task​.
CrewMatchingDimensionSkills	Rates crews based on their skills and the skills required for the task​​.
CrewTasksScheduleUtil	Determines crew and agent schedule​.
FSMUtil	Checks for crew radius, distance to the task, and whether the task needs a crew​.
SMDateValidation	Checks for task scheduling conflicts if an agent is already part of a crew, and whether an agent can be added to a crew depending on effective from or effective to dates.
SMGeoDistanceUtils	Extends agent functions to the crew, such as finding midnight of that day for the crew, finding the next task on the same day, getting multiple agent locations, and calculating travel duration.
TimeRecordingHelper	Modifies the information message to include an agent’s name​.

Business Rules

Field Service Crew Operations adds the following business rules:

Table 4. Business rules installed with Field Service Crew Operations

Business Rule	Table	Description
Abort deletion of crew​	Crew [wm_crew]	Prevents deletion of a crew if the crew is referenced in any work order task.
Abort inactivation of crew	Crew [wm_crew]	Prevents the inactivation of a crew if the crew has any active task assignments​.
Adds default skill level	User Skill [sys_user_has_skill]	Adds default skill level.​
Add group and member for crew leader	Crew [wm_crew]	Creates wm_crew_group and wm_crew_member records for the crew leader.
Add group skills to crew	Crew Group [wm_crew_group]	Adds new skills to the crew whenever a new group is added to the crew.
Add missing crew groups for crew member	Crew Member [wm_crew_member]	Updates a crew group when a new member is added to the crew.
Calculate estimated duration for crew	Work Order Task [wm_Task]	Calculates the estimated travel duration of a crew.​
Check crew size	Crew [wm_crew]	Validates the crew size at the time of crew creation.
Check crew size on creation	Crew Member [wm_crew_member]	Validates the crew size at the time of crew member addition.
Check crew size on updation	Crew Member [wm_crew_member]	Validates the number of members in a crew when a crew member record is updated or deleted.
Check duplicate members for same crew	Crew Member [wm_crew_member]	Prevents the addition of duplicate members in a crew​.
Check leader availability for task crew	Crew [wm_crew]	Checks the availability of the crew leader at the time of assigning a task to the task-specific crew.
Check member is part of any active crew	Crew Member [wm_crew_member]	Ensures that a crew member is not part of multiple crews at the same time to avoid conflicts in the crew membership of a crew member.​
Check task conflicts for crew members	Crew Member [wm_crew_member]	Checks whether the crew member has any conflict due to existing task assignments.
Check task conflicts for task assignees	Work Order Task [wm_task_assignee]	Checks for any conflicts in the task assignee schedule due to the existing task assignment.
Crew radius check​	Work Order Task [wm_Task]	Shows an information message when the task assigned to a crew is outside the covered radius​.
Date Checks	Crew Member [wm_crew_member]	Validates the effective from and effective to dates for crew members.
Deactive member when crew is inactive	Crew [wm_crew]	Deactivates the crew members when a crew is not active​.
Deactivate task crews	Work Order Task [wm_Task]	Marks the task-specific crew as inactive when the task is completed or canceled.​
Delete task assignees for task crews	Crew Member [wm_crew_member]	Deletes task assignees from a work order task when a member is removed from the task-specific crew​.
Disable completed/cancelled task crews​	Crew [wm_crew]	Sets a crew to inactive after the assigned task is completed or canceled.​
Manage task crew requirement ​	Work Order Task [wm_Task]	Creates and deletes the crew requirement of a work order task​.
Remove group skills from crew	Crew Group [wm_crew_group]	Deletes skills from the crew when a crew group is deleted from the crew.​
Restrict actions on crew leader	Crew Member [wm_crew_member]	Restrict actions on crew leader.
Restrict updates to primary leader​	Work Order Task [wm_task_assignee]	Restricts the ability to update or delete the primary leader of a crew in the task assignees related list.
Replicate crew member task travel time	Work Order Task [Task_time_worked]	Records the time taken by crew members to travel to the task location and the time they spent working on a work order task.
Set crew assigned to as crew leader	Work Order Task [wm_Task]	Sets the Assigned to field with the crew leader name when a task is assigned to a crew​.
Set skill level inherited to false	Crew Skill [wm_crew_skill]	Sets the Skill Level Inherited field to false.
Task crew - check leader available​	Crew [wm_crew]	Checks the availability of the crew leader when assigning a task to the task-specific crew​.
Update crew effective dates​	Work Order Task [wm_Task]	Sets the effective dates for crew members similar to the task start and end dates for task-specific crews.​
Update initiated from task	Crew [wm_crew]	Updates the Initiated from field with the work order task number.​
Update task assignees for task crew​	Crew Member [wm_crew_member]	Adds or updates the task assignees in a work order task when the task is assigned to the task-specific crew.​
Update travel duration on crew tasks​	Work Order Task [wm_Task]	Updates the travel duration for work order tasks that require a crew based on the value of the Assigned Crew field.
Validate Crew	Crew [wm_crew]	Validates the crew details when the crew is created.​
Validate crew group delete	Crew Group [wm_crew_group]	Prevents the deletion of a crew group when an active member is in the crew from this group​.
Validate crew member effective dates	Crew Member [wm_crew_member]	Validates the effective from and effective to dates for crew members.
Validate crew size	Crew Requirement [wm_crew_requirement]	Validates the minimum and recommended crew size for a work order task​.