Offboard agents on the Field Service Contractor Portal

Offboard agents of the contractor company to terminate their services.

Before you begin

Before offboarding an agent, ensure that agents do not have items pending with the following status:

• Tasks in the Work In Progress state.
• Transfer orders in the In Transit state
• Parts in the In Stock state or Pending Transfer sub state in their personal stockroom.

Role required: wm_ext_manager

Procedure

1. Navigate to All > Field Service Contractor Portal > Agents.
2. From the Service Organization External Staffs list, select the agent that you want to offboard.
3. Click Offboard Agent.

Result

The agent is offboarded successfully.

After receiving the offboarding request:

• Assigned and accepted tasks from the agent's work list are reassigned to the manager who initiated the offboarding request.
• The offboarding agent cannot be assigned new tasks
• New transfer orders cannot be created in the agent's personal stockroom
• The agent cannot log in to the Field Service Contractor Portal.
• Email or SMS notifications are no longer sent to the agent.
• The agent is automatically removed from the additional manager role and responsibilities.