Managing agent skills, schedules and tasks in Field Service Agent Management
Field Service managers can view and manage the skills, schedules, and work order tasks of agents in their assignment group.
The module provides the following capabilities for users with the wm_manager role.
| Module | Description |
|---|---|
| My Team | Provides a list of agents in the manager's assignment groups. |
| Manage Skills | Provides a list of the current skills and the agents in the manager's assignment groups. Managers can create or edit skills, assign skills to agents, and view agents with a specific skill. Note: In the Customer
Service Management application, users with the sn_customerservice_manager role can also access the Manage Skills module. |
| Work Order Task | Lists work order tasks that are open and assigned to the manager's agents and groups. |
| Recent Work Order Tasks | Lists work order tasks that were created for the manager's agents and groups within the last 30 days. This list includes open and closed work order tasks. |
| Time Sheets - Pending Approval | Lists the time sheets for the agents in the manager's assignment group that need manager approval. |