Roles and personas required for Dynamic Scheduling
Key responsibilities of individuals involved in optimizing task assignments and resource management.
The following personas and roles can implement and control access to dynamic scheduling, manage resources, and complete work order tasks.
| Role | Responsibility |
|---|---|
| Field Service administrators [wm_admin] | Field Service administrators are tasked with configuring and overseeing the dynamic scheduling process to align with the specific requirements of the organization. Creates task filters and ordering rules, which define how and when tasks are assigned and unassigned. |
| Dispatchers [wm_dispatcher] | Dispatchers take on the responsibility of manually assigning tasks, particularly when there's a need to accommodate higher-priority tasks as they arise. Dispatchers can also utilize dynamic scheduling to enhance task assignments by selecting multiple tasks and leveraging its capabilities to optimize these assignments. |
| Field Agents [wm_agent] | Field Service agents, often referred to as technicians, are the individuals on the ground who execute work at task locations and report their status. They are an essential part of the dynamic scheduling process as they execute assigned tasks and provide real-time updates on task progress. |