Qualify work order tasks in CSM Agent Workspace

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Qualify work order tasks associated with a work order to dispatch them to agents who can work on the task.

    Before you begin

    Role required: wm_qualifier and sn_customerservice_agent, or wm_qualifier and sn_customerservice.consumer_agent

    Procedure

    1. Click the List icon (List icon)
    2. Navigate to Work Orders > Awaiting Qualification
    3. Select the work order that has the work order tasks you want to qualify.
    4. To qualify a work order task:
      1. Select the work order task.
      2. In the Dispatch group field, click the search icon, and select a dispatch group.
      3. Click Save.
      The work order task moves to Pending Dispatch state. When all work order tasks related a work order are qualified the work order moves to Qualified state. For more information on qualifying work order tasks, see Qualify work order tasks