---
sourceDocument: Yokohama Field Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/field-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Configure the policy to assign preferred technicians to tasks

# Configure the policy to assign preferred technicians to tasks {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Add optimization features to the policy, enabling dispatchers to assign preferred Field Service agents to specific work order tasks, ensuring the right technician handles each task efficiently. Additionally, dispatchers can exclude agents who are not well-suited for certain tasks.

## Before you begin

Role required: wm_admin

## About this task

Dispatchers have the ability to designate preferred, secondary, or excluded technicians on the work order task record. To activate this capability, an admin must incorporate specific optimization features into the policy.

## Procedure

1. Navigate to AllSchedule OptimizationAdministrationPolicies.
2. Select the policy.
3. Select the Objective or Constraint tab.
4. Select New.
5. In the Optimization Features field, select the Lookup icon (![Lookup icon.]()) and add the following objectives and constraints:

1. Maximize preferred agent assignment
2. Enable assignments only with preferred or secondary agents
3. Block excluded agents from assignment

6. Select Submit.

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