Request additional information to qualify a work order

Transfer orders move necessary parts to the location where the agent can receive them. If there is not enough information to create a transfer order, the dispatcher can request more details from the qualifier.

Avant de commencer

Role required: wm_dispatcher or wm_admin

Procédure

1. Navigate to All > Field Service > Dispatching > Dispatch Queue.
2. Open a work order task in Pending Dispatch state.
3. In the Work Notes field, enter a reason for returning the work order.
4. Click Request more information.

   The task state changes to Draft and the work order state changes to Awaiting Qualification. If Field Service Management is configured for automatic qualification, the work order state remains at Qualified.