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Ability to have multiple visits/resource bookings for a single work order to be carried out consecutively, not at the same time. i.e. An Installation Work Order which requires 3 bookings: a. Initial Site Survey, b. The installation visit, c. a Quality control visit. The structure to define these can be achieved via a Requirement Group template - they need to have a requirement each. However they must not be booked for the same time as they happen consecutively. When you book each of them, you need to also see the other related requirements.

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.

Sincerely,
Vinay Nalam,
PM, Microsoft.

Comments

D

This can now be accomplished by creating 3 Requirements for this Work Order and defining Requirement Dependencies between them:
https://docs.microsoft.com/en-us/dynamics365/field-service/rso-requirement-dependency
With a few caveats:
1. inter-dependent Requirements will only be scheduled by RSO, not by any assistants.
2. Dependent Requirements will be scheduled all on the same day and all to the same Resource

Unfortunately, at the moment the Requirements have to be created individually, not as a Requirement Group. That's because Requirement Group-created Requirements have to be done concurrently, not sequentially. I am hoping to see this behavior change, and to be able to create Requirement Groups where Requirements can be concurrent, sequential, or a combination (2 concurrent, then one sequentially after the first 2, and then 2 more concurrent after the previous sequential).

Category: Universal Resource Scheduling

D

We achieved this by adding a flag on Incident Type and WO. When a Requirement Group is booked, based on the flag we are setting the field "Cascade Crew Changes" to "No" on Bookable Resource Booking. With this, other bookings are not updated when there is an update on one of the booking

Category: Universal Resource Scheduling