Assign outsourced work order tasks

Managers of contractor companies can assign outsourced work order tasks to be performed at the customer location to their agents or to themselves.

Before you begin

Role required: wm_ext_manager

About this task

Outsourced work order tasks are always automatically assigned to the managers of the contractor companies.

Procedure

1. Navigate to All > Field Service Contractor Portal > Homepage.
2. Click My Lists > My Tasks > All Tasks.
3. Click a work order task in the list.
4. On the Work Order Task form, assign the work order task.
   • To work on the task yourself, click Accept.
   • To assign the task to an agent, select one from the Assigned to list.
   • To cancel the task, click Reject.

     If you reject working on the task, its state changes to pending dispatch or pending assignment so it can be reassigned to another qualified group.

5. Click Save.

Result

If you have assigned the task to an agent, the agent receives an email notification about the assignment.