Planned Maintenance - how can we auto assign or move just planned task to pending dispatch state OOB

Himani Anand
Tera Contributor

Hi 

we have a customer requirement that all the task which are been created from planned maintenance should be auto assigned to agent or it can directly be send to dispatcher for assigning. 

Do we have any OOB functionality to tackle this requirement in Field service management.

1 REPLY 1

Eiry
Tera Contributor

Use the template created for the planned tasks and just add values for assignment group and assigned to.  The system will then auto-assign to the assigned agents each time it generates tasks for that specific plan.