Assign groups to a territory

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

    • Assign groups of qualifiers, dispatchers, agents, and crews to territories to optimize resource allocation for tasks.

    Vorbereitungen

    Role required: sn_fsm_tp.territory_planner, sn_fsm_tp.territory_manager

    Warum und wann dieser Vorgang ausgeführt wird

    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.

    Prozedur

    1. Navigate to All > Field Service > Territory Planning > Territory Planning Console.
    2. In the Territories panel, select the desired territory.
      The territory record appears.
    3. Select the Qualification Groups tab or Dispatch Groups tab and click Add.
    4. On the form, fill in the fields.
      Tabelle : 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.

      Hinweis:
      This field is evaluated only for assignment groups.
      Territory Enter the name of the territory to map to the group.
      Active Option to indicate whether the group is available for scheduling.
    5. Select Save.
      A group is added to the territory.

    Ergebnisse

    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.