---
sourceDocument: Yokohama Field Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/field-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Configuring locations

# Configuring locations {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Territory management determines, by geographical location, the individual or group best positioned to execute a service call.

Territory management allows the assignment of a set of geographical locations to an individual or group. This assignment creates a territory. Territory management is based on a hierarchy where all locations are attached to a parent
location. Top-level locations do not have a parent location. Territory Management is activated automatically with Field Service Management.

## Configuration overview {#c_TerritoryManagement__cf-config-parent-checklist}

The steps for configuring locations are:

1. [Adding locations](https://www.servicenow.com/docs/uA0l_Gg57xa7NHN7ovbOJw#adding-locations "Location represents a geographical area that helps administrators to create different groups and assign tasks to those groups based on the location.")

   You can add locations individually or you can perform a bulk import using a CSV, XLS, or XML file.
2. [Assign locations to users and user groups](https://www.servicenow.com/docs/uA0l_Gg57xa7NHN7ovbOJw#Locations-in-fsm "Location represents a geographical area that helps administrator to create different groups and assign tasks to those groups based on the location.")

   Territory management allows Field Service Management administrators to assign locations to users and user groups.
{#c_TerritoryManagement__cf-config-parent-tasks-ol}
**Related tasks**   

* [Assign a location to a user](https://www.servicenow.com/docs/uA0l_Gg57xa7NHN7ovbOJw#t_AssignALocationToAUser "Territory management allows field service management administrators to assign locations to users.")
* [Assign a location to a group](https://www.servicenow.com/docs/uA0l_Gg57xa7NHN7ovbOJw#t_AssignALocationToAGroup "Territory management allows field service management administrators to assign locations to groups of users.")

## Adding locations {#ariaid-title2}

Location represents a geographical area that helps administrators to create different groups and assign tasks to those groups based on the location.

Locations are used to calculate distances and travel times and are used to determine which agent is closest to a task assignment. Define the home locations of all Field Service technicians and the current locations of assets in the
field. Define the locations that will be covered by Field Service dispatchers and technicians in your organization. You can configure different levels of locations in a parent-child hierarchy. You can add locations individually or you
can perform a bulk import using a CSV, XLS, or XML file. For more information about adding locations to user groups, see [Assign a location to a group](https://www.servicenow.com/docs/uA0l_Gg57xa7NHN7ovbOJw#t_AssignALocationToAGroup "Territory management allows field service management administrators to assign locations to groups of users.").
**Related tasks**   

* [Assign a location to a user](https://www.servicenow.com/docs/uA0l_Gg57xa7NHN7ovbOJw#t_AssignALocationToAUser "Territory management allows field service management administrators to assign locations to users.")
* [Assign a location to a group](https://www.servicenow.com/docs/uA0l_Gg57xa7NHN7ovbOJw#t_AssignALocationToAGroup "Territory management allows field service management administrators to assign locations to groups of users.")

## Locations in Field Service Management {#ariaid-title3}

Location represents a geographical area that helps administrator to create different
groups and assign tasks to those groups based on the location.

### Work locations {#Locations-in-fsm__section_af5_dtt_d1b}

Field Service Management relies on defined
locations for qualifying work orders and tasks, and assigning dispatchers and agents. As part of
setting up the application, you will define your locations. You can then create qualification,
dispatch, and assignment groups based on those locations.
**Related concepts**   

* [Configuring locations](https://www.servicenow.com/docs/uA0l_Gg57xa7NHN7ovbOJw#c_TerritoryManagement "Territory management determines, by geographical location, the individual or group best positioned to execute a service call.")

### Assign a location to a user {#ariaid-title4}

Territory management allows
field
service management administrators to assign locations to users.

#### Before you begin

Role required: admin

#### About this task

This creates a territory, or set of locations covered by a given user. The
association helps the system to determine which users can fix problems in particular
locations.

#### Procedure

1. Navigate to AllTerritoriesUsers.
2. Open a user record.
3. In the Locations Covered related list:
   * Click Edit to add an existing location to the user.
   * Click New to create a new location to associate to the user.

   Territory management at the user level is not used for automations.

### Assign a location to a group {#ariaid-title5}

Territory management allows
field
service management administrators to assign locations to groups of users.

#### Before you begin

Role required: admin

#### About this task

This creates a territory, or set of locations covered by a given group. The
association helps the system to determine which groups can fix problems in
particular locations.

#### Procedure

1. Navigate to AllTerritoriesGroups.
2. Open a group record.
3. In the Locations Covered related list:
   * Click Edit to add an existing location to the group.
   * Click New to create a new location to associate to the group.

   Note:  
   To determine which group covers a given location, the system checks the location hierarchy to see if there are any groups assigned to the location. If not, the system checks the upper level of hierarchy.

*[\>]: and then