Change schedule attributes for agents

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Change the schedule attributes for your agents, offering the flexibility needed for specific work order tasks.

    Antes de Iniciar

    Role required: wm_dispatcher, wm_manager, sn_fsm_tp.fsm_territory_planner, sn_fsm_tp.fsm_territory_resource_manager, wm_admin

    Por Que e Quando Desempenhar Esta Tarefa

    Ensure the Territory Planning plugin is activated. For more information, see Activate Field Service Territory Planning.

    Procedimento

    1. Navigate to All > Field Service > Dispatching > Agents.
    2. Select the user for whom you want to add or change the schedule attributes.
    3. Select the Resource Schedule Attributes related list.
      Nota:
      You can switch the agent's user profile view to FSM Profile or add the Resource Schedule Attributes related list to the form if it doesn't appear by default.
    4. Perform one of the following actions:
      • Select New to add a new schedule attribute.
      • Click the name of an existing record to modify it.
    5. In the form, fill in or update the fields.
    6. Select Submit.
      The Resource Schedule Attributes table is updated.

    Resultado

    The scheduling mechanisms consider an agent's schedule attributes from the Resource Schedule Attributes table for the given day.