Associate technicians with demand channels
Associate technicians in a territory with demand channels to appropriately assign tasks to the technicians.
Before you begin
Role required: sn_fsm_tp.territory_resource_manager
- Territory model. For more information, see Enable the Field Service territory model.
- Work force optimization. For more information, see Configuring Workforce Optimization for Field Service.
- Enable Enable Shift Scheduling for FSM to determine availability and Enable/disable association of territory resources with demand channels configurations. For more information, see Global domain configurations.
- Advanced Capacity and Reservations Management. For information, see Activate Field Service Advanced Capacity and Reservations management.
About this task
Mapping technicians to demand channels within a territory on a time-bound, recurring basis allows appropriate scheduling to reflect real-world patterns, so tasks are assigned to technicians qualified to handle them at the time they are scheduled. You can define repeating schedules driven by union rules, part-time shifts, or regional strategies. For example, a technician might handle installations on weekdays and repairs only on alternate Saturdays.
This association helps assign the tasks to the appropriate technicians during dynamic scheduling, schedule optimization, or manual scheduling. This also helps calculate accurate appointment availability in scripted mode based on technician demand channel recurrence.
Procedure
Result
Technicians are associated with demand channels.