Configure the qualification state for work orders

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Enable work order qualification so work orders move from draft to awaiting qualification, and then qualified before they’re ready for dispatch. Qualification allows for a quality check to make sure that the work order meets a certain standard before it moves to the next step.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > Field Service > Administration > Configuration.
    2. Turn on the switch that says Qualification is required for new requests.
      qualify task switch
    3. Select Save.