Manage crews

A crew is a group of technicians that work together on a task. A crew includes one crew lead and one or more crew members.

Use crews to assign work to multiple technicians at the same time.

Crew roles

A crew includes the following roles:

• Crew lead: Owns the task and completes required actions.
• Crew members: Support the task with limited access.

A fixed crew is a group of technicians assigned for a defined period, such as a project.

Crew access

Mobile access for crew members depends on configuration in task settings.

• Partial access: Crew members can view task details and perform limited actions.
• No access: Crew members do not receive the task on mobile.

The crew lead always has full task access.

Create a crew

1. Open Workforce > Field force > Crews.
2. Select Add new.
3. Enter the Crew name.
4. Enter a Description.
5. Select a Contractor, if applicable.
6. Select a Region.
7. Enter the Base location.
8. Select the Start date and End date.

9. Select a Shift.

   The crew schedule is based on the assigned shift and determines availability.

10. Select a Work group.

    Work groups control task eligibility based on criteria such as region or task type.

    Assign to all work groups to allow assignment to all tasks.

11. Select Save & continue.

Add crew members

Technicians must exist before you add them to a crew.

1. Open Workforce > Field force > Crews.
2. Select a crew to add members to.
3. Select a Crew lead.
4. Enter filter criteria such as region, skills, or availability.
5. Select View technicians.
6. Select one or more technicians.
7. Select Save.

Technicians can belong to only one crew during the same time period.