Configuring locations
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
The steps for configuring locations are:
- Adding locations
You can add locations individually or you can perform a bulk import using a CSV, XLS, or XML file.
- Assign locations to users and user groups
Territory management allows Field Service Management administrators to assign locations to users and user groups.
Adding locations
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.
Locations in Field Service Management
Location represents a geographical area that helps administrator to create different groups and assign tasks to those groups based on the location.
Work locations
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.
Assign a location to a user
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
Assign a location to a group
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.