Configuring Field Service Territory Planning Console

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.

As a territory planner, you can configure and use territories in Field Service Territory Planning Console through the following procedures:

• Configure map overlays to view its corresponding data items in the territory map.
• Create filters to identify the best matched territories for work orders or work order tasks.

For more information about activating and setting up Territory planning, see Configuring Field Service Territory Planning.

• Configuring a map overlay
  Configure a map overlay to view its corresponding data items in the territory map.
• Configure territory fields to appear in Territory Planning console
  Customize the information displayed for territories in the Territory Planning console by configuring the contextual side panel fields. This enhances planning efficiency with personalized data, helping to take informed decisions.
• Enable identification of relevant territories for a work order or work order task
  Enable identification of the most relevant territories for work orders or work order tasks by setting matching rules and conditions.