Using Field Service Territory Planning

Use the Territory Planning Console to assign work orders or work order tasks to agents or crews in the territories that best match their location based on conditions that you set.

Territory Planning Console

The territory map in the Territory Planning Console provides a visual representation of a territory so you can easily see the location of the agents and crews assigned to the territory and also assign the work order tasks.

Note:

To identify the best matched territory for a work order task, you must enable the Field_Service_Territories territory model. For more information, see Enable the Field Service territory model.

The following table describes the list of activities you can perform as a territory planner, territory manager, and resource manager in the territory Planning console.

Table 1. Actions performed in Territory Planning Console

Action	Territory Planner	Territory Manager
View, manage, and analyze territories and their associated resources.	View territories under All Territories, My Territories, and My Selections categories.	View territories under My Territories and My Selections categories.
Add or customize data overlays to visualize more data points in the territory.	For all territories	Only for assigned territory
View detailed information such as the number of agents, crews, and child territories by clicking the territory geography.	For all territories	Only for assigned territory
Edit and stretch boundaries to include new data points.	For all territories	Only for assigned territory
Assign direct agent or crew memberships without assignment groups.	For all territories	Only for assigned territory
Hide all territory geographies in the map.	For all territories	Only for assigned territory
Specify the color code using color picker for a territory.	For all territories	Only for assigned territory
Add child territories Note: The child territory icon appears only when the territory has child territories.	For all territories	Only for assigned territory
Add child territories to My Selection list.	For all territories	Only for assigned territory

Working with territories

Perform the following tasks to work with territories:

• Create a work order task
• Dispatch a work order task from the dispatch queue
• Auto-dispatch a work order task
• Assign work order tasks to agents
• Assign work order tasks to crews on Dispatcher Workspace

• View favorite territories on a map
  View and manage territories and their associated resource details in the list view and on a map.
• View information in contextual side panel
  The contextual side panel offers valuable insights and easy access to territory information, helping you make well-informed decisions and efficiently manage your territories.
• Change map marker location in the Territory Planning console
  Update the location of your map markers for a dynamic and accurate visual representation of your data entities on the map.

Related concepts

• Configuring Field Service Territory Planning