Add members or equipment to your crew

Add crew members or equipment to your crews on the ServiceNow Agent application.

Add members or equipment to your planned crew

Add members or equipment to your crew to organize your crew and resources.

Before you begin

To add equipment, administrators must activate the Field Service Resource Scheduling plugin (com.snc.fsm_resource_scheduling). For more information, see Activate Resource Scheduling.

Role required: wm_agent and crew_moderator

About this task

You can add members or equipment to your planned crew to ensure that your crew is properly staffed and equipped for their work. Planned crews are groups of members and equipment that persist after a completed task.

Procedure

1. Navigate to My work > My crews.
2. Select a crew.
3. Choose from the following:
   • To add members, tap Members, then tap Add members.
   • To add equipment, tap Equipment, then tap Add equipment.
4. Select the members or equipment that you want to add.
5. Tap Submit.

Add members or equipment to a task crew

Add members or equipment to task crew meet the resource needs of a work order task.

Before you begin

To add equipment, administrators must activate the Field Service Resource Scheduling plugin (com.snc.fsm_resource_scheduling). For more information, see Activate Resource Scheduling.

Role required: wm_agent and crew_moderator

About this task

Add members or equipment to a task crew. Task crews are ad hoc groups of members and equipment created to fulfill the needs of a work order task. Task crews don’t persist after task completion.

Procedure

1. Navigate to My work > My Tasks.
2. Select a work order task.
3. By Task assignees, tap See all.
4. Tap Add assignees.
5. On the form, fill in the fields.

   Table 1. Task Assignee Form

   Fields	Description
   Requirement	The resource requirement that this assignment fulfills.
   Type	Determines what assignee type fulfills the requirement. Choose between Agent or Equipment assignee type.
   Assignees	Members or equipment instances to assign to the work order task.

6. Tap Submit.

Add members or equipment to a task crew through resource requirements

View the resource requirements of a task and add the appropriate assignees to ensure agents are equipped and staffed.

Before you begin

To add equipment, administrators must activate the Field Service Resource Scheduling plugin (com.snc.fsm_resource_scheduling). For more information, see Activate Resource Scheduling.

Role required: wm_agent and crew_moderator

About this task

Access the resource requirements of a task to see the skills and equipment needed to fulfill the task. Add members or equipment to satisfy the resource requirements, ensuring the crew is equipped and staffed for the task. Task crews are ad hoc groups of members and equipment created to fulfill the needs of a work order task. Task crews don’t persist after the task is completed.

Procedure

1. Navigate to My work > My Tasks.
2. Select a work order task.
3. By Resource requirements, tap See all.
4. Select a resource requirement.
5. Tap Add assignees.
6. Select the assignees that you want to add.
7. Tap Submit.