Configuring Field Service Territory Planning
Field Service Territory Planning identifies the best matched territory for a work order task based on conditions that you set. You can then assign tasks to the individual agent or group best positioned to execute a service call based on the associated territories.
Configuration overview
As a territory planner, you can configure and use territories in Field Service Management through the following procedures:
- Activate Field Service Territory Planning
You can activate the Field Service Territory Planning plugin (com.snc.fsm_territory_planning) for Field Service Management if you have the admin role.
- Creating geographies
Create Field Service territories and their geographies based on your requirements.
- Configuring resources for territories
Assign agents or crews permanently or temporarily to a territory so you can assign tasks to resources available to work in the territory.
- Enable the Field Service territory model
Enable the Field Service Management territory model to keep a record of territories and their associated resources, such as dispatch groups, assignment groups, and qualification groups.
- Field Service Territory Planning console propertiesUse the territory planning components and properties to customize workflow based on your requirements.
For more information about setting up Territory planning in the CSM/FSM Configurable workspace, see Configuring Field Service Territory Planning Console.