Configure the qualification state for work orders

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：1分

    • Enable work order qualification so work orders move from draft to awaiting qualification, and then qualified before they’re ready for dispatch. Qualification allows for a quality check to make sure that the work order meets a certain standard before it moves to the next step.

    始める前に

    Role required: admin

    手順

    1. Navigate to All > Field Service > Administration > Configuration.
    2. Turn on the switch that says Qualification is required for new requests.
      qualify task switch
    3. Select Save.