Intra-day schedule automation flows and subflows

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

    • The flows and subflows for configuring intra-day schedule automation.

    Intra-day scheduling flows

    • Agent time off created – The agent records time off, blocking availability.
    • FSM agent not take action – The agent fails to act as expected-for example, not marking travel start- triggering a dispatcher alert.
    • Work order task progressed – A task progresses, but the agent is early or late, affecting schedule timing.
    • Canceled task-A task is canceled. Schedule Optimization fills the gap.
    • High priority task- A high-priority task is added. Schedule Optimization reschedules to minimize disruption.

    Intra-day scheduling subflows

    Table 1. Field Service Management Scheduling Flow Designer Subflows
    Subflow Description
    Agent tasks left adjustment The agent was early to a task, so tasks shift to the left to accommodate for the early schedule.
    Agent tasks right adjustment The agent was late to a task, so the task shifts to the right to accommodate for the later schedule.
    Auto-assign unassigned tasks Unassigned tasks that are in the queue are automatically assigned to available agents.
    Flag work order tasks Work order tasks are flagged for review.
    FSM send notification and flag the task Work order tasks are flagged for review and the dispatcher is notified.
    FSM wait for travel start Checks whether the agent started to travel at the specified time.
    FSM wait for work complete Checks that the agent completed work at the specified time.
    FSM wait for work start Checks that the agent started work at the specified time.
    Run task recommendation Recommends tasks for an agent with free time. For example, the task recommendation runs if the agent has canceled tasks or ended a task early.