Manager’s can see the agenda of tasks that agents' have assigned to them so they can plan for the coming days.
Before you begin
Role required: wm_manager, sn_fsm_tp.fsm_territory_resource_manager
Procedure
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Open Field Service Manager Mobile.
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Select Schedules.
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Choose from the following
| Agenda selection | Definition |
|---|
| Select Today |
To view the tasks that agents you manage have scheduled today. |
| Select Tomorrow |
To view the tasks that agents you manage have scheduled tomorrow. |
| Select This week |
To view the tasks that agents you manage have scheduled for the rest of the week. |
Note: The numbers on each of the sections indicate the number of tasks for each day or week.
The list of assigned tasks opens.
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Select the assignment group or territory under Schedules by team to see the schedules for any of the agents you manage.
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Select an agent under the Today’s Roster section to see the work schedule of the agents that are working today.
Note: By default only five agents show, to see all the agent’s with work today select See all.