Optimize agent task route

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • View assigned and unassigned agent tasks on a given day and optimize the task route for that day.

    Before you begin

    Field service agents can view optimized routes for tasks assigned to them on a given day. Field service dispatchers can view optimized routes for tasks assigned to members in their assignment groups. Field service managers can view optimized routes for tasks assigned to members in the groups they manage.

    For route optimization of task bundles, admins must toggle the Enable Route Optimization for Bundles (work.management.travel.calculation.bundle_route_optimization) property.

    Role required: wm_agent, wm_dispatcher, or wm_manager

    Procedure

    1. Navigate to the Field Service application.
    2. Perform one of the following actions.
      OptionDescription
      Optimize the route for tasks assigned to you
      1. Navigate to Field Service Management > Agent > My Map
      2. Click Edit.
      3. In the Date field, select the date to optimize task route.
        Note:
        Your location, task routing sequence, and tasks assigned and unassigned to you are displayed by default. You can disable any of them by clearing the respective check boxes and then clicking Apply.
      Optimize the route for tasks assigned to members in your assignment group
      1. Field Service Management > My Dispatch Map
      2. Click on an agent icon on the map.
      3. In the agent profile pop-up screen, click Optimize Route.
    3. Click Optimize Route.
      The optimal route will be drawn on My Map. The map pins on the Manager Map will be labeled with corresponding numbers along the route, but the route will not be drawn.