Assign required resources to the task-specific crews

Quickly add resources to task-specific crews if you forgot to add an agent or piece of equipment when you created the crew.

Before you begin

Make sure that resource requirements are configured for the work order task before assigning resources to the task-specific crew. For more information, see Add resource requirement for a work order task in Dispatcher Workspace.

The Equipment list is available only if the Equipment Scheduling plugin (com.snc.fsm_resource_scheduling) is activated.

Role required: wm_dispatcher

Procedure

1. Navigate to All > Field Service > Dispatching > Dispatcher Workspace.
2. Select Dispatcher Workspace.
3. In the Schedule, select the Details for () icon on the task-specific crew for which you want to assign resources.
4. Select the Overflow actions icon () in the contextual side panel.
5. Select Edit crew.
6. Select the Members list and add the required agents.
7. Select the Equipment list and add the required equipment.
8. Select Update.