Crew Planning

Introduction

The Crew Planning features gives you the ability to dispatch crew to jobs.

When you dispatch crew to a job:

Prerequisites

To use the Crew Planning feature, you need to:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

Sync Assignments

  • A sync assignment controls whether a job is can be synced for crew members

  • When you dispatch crew to a job, a trigger runs to add a sync assignment for each crew member

  • You can view the sync assignments for a crew member by looking at the Job Sync Assignments related list in their contact

How Crew Planning Works

Steps to dispatch crew:

  1. Add crew planning records for a job.

  2. Use the FXL Ticket Scheduling Component on the Ticketing Scheduling Component Page in Lightning and add the Ticketing Scheduling Component.

  3. To add dispatched equipment to a ticket, use the FX5__Equipment_Planning__c API Object to add the equipment.

Step-by-Step Guides

  1. Access FieldFX Back Office.

  2. Open the Jobs tab.

  3. Open the job.

  4. From the Job tab, you can:

Dispatch Crew to a Job

  1. In the Jobs tab and under Crew Planning, click New Crew Planning.

  2. In Crew Member, select a user contact.

  3. In Role on Job, select a role for crew member.

  4. Select a start and end date for the crew member.

  5. Click Save & New.

  6. Repeat the above steps to dispatch another crew member to a job.

  7. Click Save to finish.

View Crew Dispatched to a Job

  1. In the Jobs tab and under Crew Planning, open the job.

  2. Review the crew members in the Crew Planning section.

Remove Crew from a Job

  1. Open the job.

  2. In the Crew Planning section, click Del next to the crew member.

  3. Click OK.

Add Dispatched Crew to a Ticket

You can add dispatched crew to a ticket from either FieldFX Back Office or in FieldFX Mobile.

FieldFX Back Office

Use the FXL Ticket Scheduling Component on the Ticketing Scheduling Component Page in Lightning and add the Ticketing Scheduling Component.

To add dispatched crew to a ticket, use the FX5__Equipment_Planning__c API Object to add the crew.

FieldFX Mobile

  1. Access FieldFX Back Office.

  2. Select Tickets on the sidebar.

  3. Select the ticket.

  4. Select Items on the sidebar.

  5. Select Add.

    Blue add plus button

  6. Select Scheduled Crew.

  7. Select crew.

  8. Select Add.

    Green add plus button

  9. Enter details before saving.

View the Sync Assignments for a Crew Member

  1. Access FieldFX Back Office.

  2. Open the Contacts tab.

  3. Open the contact for the crew member.

  4. Move down to the Job Sync Assignments section.

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