Reporting for Work Order Tasks

[Kelvin McCarthy]

I'm setting up Field Service Management and I'm thinking about how I'll report on Work Order Tasks.

My scenario is non-IT related, with my field agents doing physical activities like cleaning, plumbing and electrical.  I can create Work Order Tasks and dispatch to the relevant agent, but what's the best way to report on the type of work being undertaken?

For example, how do I know how many cleaning tasks have been completed?  I could use the assignment group to tell me that it was a cleaning task but my reporting could be off if the agents reassign the tasks.  For Work Orders I can use category and sub-category but there's no equivalent for Work Order Tasks.

Any ideas?

[Hardik Tank]

The Work Order Task will have parent Work Order. So, you can use the category/subcategory fields of the Work Order if you are creating one Work Order Task for a given Work Order or all the Work Order Tasks are of same category under a given Work Order.

Another option could be to use Tags of the Work Order Task.

[Vasanth12]

Hi Kelvin,

My suggestion would be to distinguish each activity by a Work Order Task Template. Later you can generate reports like below

1. Report on count of tasks by activity

2. Report on count of tasks by agent grouped by activity

Can you share your details. I would like to connect with you to know more about your current implementation of Field Service.

[Francisco javi2]

You have to show related field on the column configuration or filters of the report and perform dot walking from the parent to get whatever you want.