Example - configure dynamic scheduling to ignore excluded technicians

Add dynamic scheduling task filters to ensure that work order tasks are not assigned to agents who are excluded from the customer account.

始める前に

Ensure that dynamic scheduling is selected as assignment method for tasks.

Role required: wm_dispatcher, wm_manager, wm_admin

このタスクについて

Dispatchers or managers can override exclusions at any time by manually assigning work order tasks to excluded technicians. A warning message appears that the work order task has been assigned to an excluded agent.

手順

1. Navigate to All > Dynamic Scheduling Administration > Configuration.
2. Select Work OrderTask Dynamic Scheduling Config.
3. On the Task Filters tab, add the Ignore Excluded Technician criterion to the task filters.
   For information on adding criteria to a task filter, see Create a task filter for dynamic scheduling
4. Select Update.
   The dynamic scheduling matching criteria screens out the excluded agents from a particular account when the work order tasks are assigned using any of the following methods:

   • Auto assignment
   • Managing appointments

関連タスク

• Configure Field Service Management to use dynamic scheduling
• Create a task filter
• Exclude Field Service technicians from being assigned work order tasks