title | description | ms.date | ms.topic | ms.custom | author | ms.author |
---|---|---|---|---|---|---|
Schedule work with multiple requirements using requirement groups |
Learn about multi-resource scheduling with requirement groups in Dynamics 365 Field Service. |
10/18/2023 |
how-to |
bap-template |
mkelleher-msft |
mkelleher |
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Requirement group templates are designed to work with incident types. Associate a requirement group template to an incident type to automatically add requirement groups to work orders. Requirement groups can influence the performance for creating work orders and work order incidents. The degree of influence depends on the number of requirements in a requirement group.
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In Field Service, open the Settings area. Under General, select Incident Types.
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Select an incident type, open the Related > Requirement Groups tab, and Select New Incident Type Requirement Group.
[!NOTE] Incident types with characteristics can't relate to requirement group templates. Associate the characteristics with requirements in the group instead.
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Enter a Name and choose a Requirement Group Template to associate the template with the incident type.
:::image type="content" source="media/requirement-group-incident-type.png" alt-text="Screenshot of an incident type requirement group form in Field Service.":::
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After saving the record, add the incident type to a work order.
You're now all set to book the work order.
Note
When requirement groups perform onsite work, the schedule assistant looks for groups of resources that can arrive at the same time, not resources that can begin traveling at the same time.
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