Add suggested agents to a territory

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

    • View suggested agents of a particular territory and add them directly to a territory.

    Before you begin

    Role required: sn_fsm_tp.fsm_territory_planner, sn_fsm_tp.fsm_territory_manager

    Procedure

    1. Navigate to Workspaces > CSM/FSM Configurable Workspace.
    2. Click the Lists icon (Lists icon.).
    3. In the Field Service Territories list, select All.
    4. Click the territory for which you want to view suggested agents and add them to the territory.
      The territory record appears in a new tab.
    5. Click the Suggested Agents icon (Suggested Agents icon.).
      The Available Members list appears with the suggested agents.
    6. Select Add on the agent card.
      The message appears as the user has been added to territory.
    7. Select Save.
      The agent is added to the territory and appears in the Agent Memberships tab.
    8. Define the work duration for agents.
      1. On the Agent Memberships tab, open the agent's record.
      2. Select Agent Schedules tab and click New.
      3. On the form, fill in the fields.
        Table 1. Agent Work Schedule
        Fields Description
        From Date Start date of the work duration for the territory.
        To date End date of the work duration for the territory. For more information, see sn_fsm_tp.territory_membership_override_to_date in Field Service Territory Planning console properties.
        User Name of agent.
        Work schedule Select the work schedule. For example 8 AM to 5 PM.
        Type Select Primary Work for agent as a primary contact for the selected territory.
      4. Select Save.
        The agent's work duration is specified for the territory.