Set agent status from the desktop

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Field service agents can indicate their status from the desktop and let dispatchers know if they are ahead of schedule, behind schedule, or on time.

    Vorbereitungen

    Role required: wm_agent

    Warum und wann dieser Vorgang ausgeführt wird

    The system administrator must enable the FSM Profile view before field service agents can update their schedule status from the desktop.

    Prozedur

    1. Click your user name in the banner frame and then click Profile.
    2. Select the desired status in the On schedule field.
      • On time
      • Behind schedule, less than 30 minutes
      • Behind schedule, between 30 to 60 minutes
      • Behind schedule, more than an hour
      • Ahead of schedule
    3. Click Update.
      The status is updated on the agent's User form. The dispatcher can see this status update in Dispatcher Workspace.