Enable the Field Service territory model

Activate the territory model to display the Territory field in the work order task form so the task can be assigned to an agent or crew associated with the selected territory. The territory model maintains a record of territories mapped to it.

Avant de commencer

Role required: sn_fsm_tp.territory_admin

Pourquoi et quand exécuter cette tâche

Activate the Field Service Territory Planning plugin (com.snc.fsm_territory_planning). For more information, see Activate Field Service Territory Planning.

Procédure

1. Navigate to All > Territory Planning > Territory Model.
2. Open the Field_Service_Territories territory model.
3. Select the Active check box.
4. Click Update.

Résultats

After activating the Field Service territory model successfully, the Territory field is added to the work order task form. It allows you to assign tasks to agents or crews to specific territories.

The agent's calendar filters based on territories in the Dispatcher Workspace, and the Qualifier type for Schedule Optimization system property is automatically set to Territory. For more information, see Schedule Optimization properties.

Moreover, with sn_fsm.use_query_rules query rule being active, agents, dispatchers, and qualifiers can view the work order tasks if they are created in their territories, ensuring data security.