Create ad hoc task-specific crews

Create an ad hoc task-specific crew for a task if existing crews are not available to work on the task or the task requires specific skills.

Before you begin

Role required: wm_manager

About this task

The Create Crew option is available in the work order task form if the following conditions are met:

• Task is in the Pending Dispatch state.
• Dispatch Group is selected.
• The Needs Crew option is active.
• The task is scheduled for the present date or future dates.

Note:

You can create only one crew for a work order task. If you try creating another crew for a task, the system redirects you to the existing crew.

Procedure

1. Navigate to All > Field Service > Manager > > Work Order Tasks..
2. Open a work order task that is in the Pending Dispatch state.
3. Click Create Crew.
4. On the form, fill the fields.

Table 1. Crew form

Field	Description
Name	Name of the crew. This field is auto-populated based on the work order task for which the crew is created. For example, WOT9001007 Crew.
Description	Description of the crew. This field is auto-populated with a default text message, for example, Crew to work on WOT9001007.
Leader	Name of the crew leader.
Size	Total number of agents, including the leader, in the crew.
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.

5. Click Submit.

Result

An ad hoc task-specific crew is created along with the related list records, such as Details, Groups, Skills, and Task Assignees.