Add resource requirements for a work order task

Add the resources needed to complete a crew work order task, such as necessary agent skills or equipment items, to avoid delays after the task is assigned.

Before you begin

• The Equipment Scheduling plugin (com.snc.fsm_resource_scheduling) must be installed for you to be able to add any equipment-related requirement.

Role required: wm_admin, wm_dispatcher

Procedure

1. Navigate to All > Field Service > Work Order Tasks.
2. Open the work order task.
   The task must be in the Draft or Pending Dispatch state.
3. Select the Needs crew and Resource requirements options if they aren’t already selected.
4. In the Resource Requirements related list, select New.
5. On the form, fill in the fields.

Table 1. Crew Requirement

Fields	Description
Name	Name of the type of resource category. For example, electrician.
Resource type	Type of resource required for the task, either agent or equipment.
Minimum quantity	Minimum number of resources required to work on the task.
Recommended quantity	Recommended number of resources required to work on the task.
Mandatory skills	Skills required to complete a task. For example, wiring and soldering.
Skill level	If a single skill is entered in the Mandatory skills field, define a level for the selected skill. Note: You can’t select a skill level for multiple skills.
Optional skills	Skills that are optional to complete a task.
Mandatory	Option to indicate whether the resource requirement is mandatory in order to complete a task.
Leader	Option to indicate that the resource requirement should be matched with available agents to determine the leader.

6. Select Submit.