Using the manager map

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

    • The manager map displays agent information and the tasks assigned to them. Field service managers can search and view information about agents in their assigned groups and the status of all tasks in their area.

    The manager map can be accessed by selecting Maps from the View controls list in the Team Calendar. To gain full Workforce access, managers must hold the 'wm_manager' role and actively manage a 'wm_work' assignment group. Without these roles, managers don't have access to essential functionalities like viewing agent details.

    The map uses icons to display:
    • Task status
    • Agent status
    • Resource locations
    • Agent home location
    • Assignment group locations
    • Task locations
    Table 1. Manager map legend
    Icon Description
    Agent location marker. An agent's location.
    Agent home location. The agent is at their home location.
    Multiple agents marker. Multiple agents are at this location.
    Assigned map marker. A task is accepted, assigned, or scheduled.
    Assigned multiple. Multiple tasks have been accepted, assigned, or scheduled at this location.
    Assigned P1. A priority-1 task has been accepted, assigned, or scheduled.
    Colored marker with 1 on it. The assigned work order task displayed while viewing agent's route. The number indicates the order in which the task will be completed.
    Needs attention marker. A task is in the pending dispatch or draft state.
    Needs attention multiple. Multiple tasks are in the pending dispatch or draft state.
    Needs attention P1. A priority-1 task is in the pending dispatch or draft state.
    In progress. An agent is on the way to the task, work on the task is paused, or the task is in progress.
    In progress multiple. An agent is on the way to a location with multiple tasks, work on a task is paused, or the task is in progress.
    In progress P1. An agent is on the way to a priority-1 task, work on the priority-1 task is paused, or the priority-1 task is in progress.
    Complete. A work order task is complete.
    Complete multiple. Multiple tasks are complete at the same location.
    Complete P1. A priority-1 task is complete.
    Incomplete. A task was closed as incomplete or canceled.
    Incomplete multiple. Multiple tasks were closed as incomplete or canceled.
    Incomplete P1. A priority-1 task was closed as incomplete or canceled.
    Home location tasks. A task is assigned at the agent's home location.
    Home location task. Multiple tasks are assigned at the agent's home location.
    Co-located multiple. More than one task, agent, or crew is at this location.
    Co-located P1. More than one task, agent, or crew is at this location. At least one of the tasks at this location is a priority-1 task.