Add Field Service crew members

Add agents to a Field Service crew as needed.

Before you begin

Role required: wm_manager, wm_dispatcher

About this task

A crew leader can be part of multiple planned crews in non-intersecting time frames.

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.
2. Open a crew from the list to which you want to add members.
3. In the Members related list, click Add.
4. On the form, fill the fields.

Table 1. Crew member form

Field	Description
Member	Name of the field service agent.
Role	Role defined for an agent. For example, Member.
Effective From	Start date from when the member is available to work on the task. This field is auto-populated with the effective start date of the crew. For example, 2022-04-25.
Effective To	End date until when the member is available to work on the task. This field is auto-populated with the effective start date of the crew. For example, 2022-04-29.
Active	Option to indicate whether the member is associated with the crew.

5. Click Submit.
6. Optional: Repeat steps 3 through 5 to add more members to the crew.

Result

The members are added to the crew.