Assign multi-day tasks to agents

Assign a work order task that requires multiple schedules or days to complete the job to a field service agent. This capability avoids having to create more than one task for the same job.

Avant de commencer

If you are scheduling a task across multiple schedule entries or days, a work schedule must have been assigned to the agent. For more information, see Create a work schedule for agents.

Remarque :

If the agent schedule has not been defined and you are auto-assigning a task, the system uses the default schedule.

Role required: wm_admin

Pourquoi et quand exécuter cette tâche

For information about how to assign a multi-day task to a crew, see Assign work order tasks to crews.

This procedure explains how you can assign a multi-day task to an agent using ServiceNow AI Platform. For information about how to assign a multi-day task using Dispatcher Workspace, see Assign work order tasks to agents.

Procédure

1. Navigate to All > Field Service Management > Work Order > Work Order Tasks.
2. Select the desired task for assignment.
3. Select the Assign across the schedule entries check box if it is not already selected.
4. Assign the task.

   Option	Description
   To assign a task manually	In the Assigned to field, select the agent available to work on the task. Click Update.
   To auto-assign a task	Click Auto Assign to automatically assign the task to an available agent. In the Confirm Assignment dialog box, select Confirm.

   The system calculates the estimated end date of the task based on the schedule of the selected agent.

Résultats

The task schedule spanning multiple schedule entries, days, or weeks is assigned to an agent.