Define access hour preferences for a work order task

Set default access hours for a work order task based on the customer preference at various levels, such as account, location, asset, and so on.

Before you begin

Role required: wm_admin

Procedure

1. Navigate to All > Field Service > Access Hours Configuration > Access Hour Levels.
2. Select New.
3. On the form, fill in the fields.

   Table 1. Access Hour Levels form

   Field	Description
   Access hour level	Name for the level.
   Match Criteria	Criteria that must match to auto-populate the access hours. You can select multiple criteria.
   Order	Order in which the access hour level should be evaluated to auto-populate the access hours. An ordering rule sorts the levels in descending order.
   Active	Option to make this level configuration active.

4. Select Submit.
   The access hour level is created.
5. From the Access Hour Configuration module, select Access Hour Preferences.
6. Select New.
7. On the form, fill in the fields.

   Table 2. Access Hour Preferences form

   Field	Description
   Access hour level	Name of the access hour level for which you’re defining preferences. The matching criteria specified for the access hour level appear as fields in the access hour preference form. For example, if the selected access hour level is Account and its specified matching criteria are Consumer and Location, the Location and Consumer fields appear in the Access Hour Preferences form.
   Type	The type of output data to display access hours, either Value and Script. Use Value to define static access hours or Script to define the access hours dynamically.
   Active	Option to make this preference active.
   Access Hour	The static value used by the work order task to determine access hours, such as 8-5 weekdays. This field appears only when Value is selected in the Type field.
   Script	The script used by the work order task to determine access hours. Use a script to determine access hours dynamically by making use of work order task attributes such as priority, work type, and so on. In the script, identify the attribute using the structure workOrderTask.<attributeName> or workOrder.<attributeName>. For example, you could determine the access hours of a task based on its priority. If the priority is 1, the script would return access hours 24x7 and if the priority is greater than 1, the script would return access hours 8-5 weekdays. This field appears only when Script is selected in the Type field.

8. Select Submit.

Result

The access hours are set to auto-populate in the work order task based on the customer preference at various levels.