Configuring Field Service Territory Planning
Field Service Territory Planning identifies the best matched territory for a work order task based on conditions that you set. You can then assign tasks to the individual agent or group best positioned to execute a service call based on the associated territories.
As a territory planner, you can configure and use territories in Field Service Management through the following procedures:
- Install the Field Service Territory Planning plugin. For more information, see Activate Field Service Territory Planning
- Create Field Service territories and their geographies based on your requirements. For more information, see Creating geographies.
- Assign agents or crews permanently or temporarily to a territory so you can assign tasks to resources available to work in the territory. For more information, see Configuring resources for territories.
- Enable the Field Service Management territory model to keep a record of territories and their associated resources, such as dispatch groups, assignment groups, and qualification groups. For more information, see Enable the Field Service territory model.
- Use the territory planning components and properties to customize workflow based on your requirements. For more information, see Field Service Territory Planning console properties.
For more information about setting up Territory planning in the CSM/FSM Configurable workspace, see Configuring Field Service Territory Planning Console.