Assign an equipment instance to groups

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Assign equipment instances to groups.

    Before you begin

    Role required: wm_admin

    About this task

    Assign equipment instances to groups to allow dispatcher to interact with the instance.

    Procedure

    1. Navigate to All > Field Service > Equipment Resources > Equipment Instances.
    2. Select the equipment instance.
    3. In the Groups related list, click Edit....
    4. Select group(s) from the Collection field.
    5. Move selected groups to the Groups List field.
    6. Click Save.

    Result

    The equipment instance will be assigned to the selected groups.