Assign groups of qualifiers, dispatchers, agents, and crews to territories to optimize resource allocation for tasks.
Before you begin
Role required: sn_fsm_tp.fsm_territory_planner, sn_fsm_tp.fsm_territory_manager
About this task
You can add qualification or dispatch groups only to an Assignment Territory. When you add a group to an assignment type of territory, the system automatically updates the relevant
assignment groups, adding the group members to the territory.
Procedure
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Navigate to .
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In the Territories panel, select the desired territory.
The territory record appears.
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Select the Qualification Groups tab or Dispatch Groups tab and click Add.
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On the form, fill in the fields.
Table 1. Create New Territory Group
| Fields |
Description |
| Group |
Enter the name of the group responsible for qualifying and dispatching work orders or tasks. |
| Membership type |
Choose the membership type—either primary or secondary. This determines the priority for assignments if the group is part of multiple territories. For example, assign a primary membership to the group for
one territory and a secondary membership for another. Note: This field is evaluated only for assignment group. |
| Territory |
Enter the name of the territory to map to the group. |
| Active |
Option to indicate whether the group is available for
scheduling. |
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Select Save.
A group is added to a specified territory.
Result
Once a qualification or dispatch group is added to a territory, the system automatically updates the associated assignment groups, adding the group members to the territory. Whether it's a qualification or dispatch group, the
system displays them into the respective related lists, simplifying the reference process when handling territories.