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 have the ability to set up and utilize territories within the Field Service Territory Planning Console by following these steps.

Configuration overview

The steps for setting up the Field Service Territory Planning Console are:

• Configuring a map overlay

  Configure map overlays 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.

• Enable identification of relevant territories for a work order or work order task

  Create matching rules and conditions to enable identification of the most relevant territories for work orders or work order tasks.

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