Exclude Field Service technicians from being assigned work order tasks

Exclude Field Service technicians from being assigned work order tasks with dynamic scheduling, or Schedule Optimization.

Before you begin

Role required: wm_dispatcher, wm_manager, wm_admin

If you’re using Technician Preferences for dynamic scheduling, then you must have the Ignore Excluded Technician criterion added to your task filter to add preferred technicians. For more information, see Example - configure dynamic scheduling to ignore excluded technicians.

Procedure

1. Navigate to All > Field Service > Work Order > All Work Order Tasks.
2. Select the work order task that you want to exclude an agent from being assigned to.
3. Select the Technician Preferences tab.
4. Select New.
5. Add the technician details and set Assignment Preference to Excluded.
6. Select Submit.
7. Select Update.