---
sourceDocument: Australia Asset Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/it-asset-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Asset Management

ft:clusterId :

    - itam

bundleId :

    - itam

workflow :

    - Technology


---

# Configure Field Service Management settings for the Work management view

# Edit Field Service Management configurations for the Work management
view {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Edit your Field Service Management configurations as needed so that you can
access and use the Work management view in the Enterprise Asset Workspace.

## Before you begin

Role required: admin

## About this task

See [Global domain
configurations](https://www.servicenow.com/docs/access?context=t_ConfigureFieldService&version=australia&pubname=australia-field-service-management&ft:locale=en-US) for more information on
Field Service Management configurations.

## Procedure

1. Navigate to AllField ServiceAdministrationConfiguration.
2. Edit the following configurations on the Business Process tab:  
   {#edit-field-service-configurations-work-management-view__table_j2j_cb2_bwb__entry__2}

   | Configuration | Setting |
   |-|-|
   | Lifecycle ||
   | Process lifecycle | Set this configuration to task-driven (subtasks are required). |
   | Approval for new request required | Disable this configuration. |
   | Qualification is required for new requests | Disable this configuration. |
   | Agent must accept or reject the assigned task | Disable this configuration. |
   | Track agent travel time | Disable this configuration. |
   | Work notes are required to close or cancel a request or task | Enable this configuration. |
   | Copy task work notes to request | Disable this configuration. |
   | Apply Work Order template in draft status | Enable this configuration. |
   | Catalog and Request Creation ||
   | Create or update requests by inbound email | Disable this configuration. |
   | Create requests using catalog and form or form only | Set this configuration to regular form only. |
   | Templates create a dedicated catalog item | Disable this configuration. |
   [Table 1. Business Process tab]

   {#edit-field-service-configurations-work-management-view__table_j2j_cb2_bwb}
3. Edit the following configurations on the Assignment tab:  
   {#edit-field-service-configurations-work-management-view__table_g5q_ld2_bwb__entry__2}

   | Configuration | Setting |
   |-|-|
   | Assignment Methods ||
   | Assignment method for tasks | Set this configuration to manually. |
   | Dispatch Queue and Group Coverage ||
   | Use dispatch queue | Disable this configuration. |
   | Assign requests or tasks based on assignment group coverage areas | Disable this configuration. |
   | Assign tasks based on assignment group product models | Disable this configuration. |
   | Assign tasks based on assignment group skills | Disable this configuration. |
   | Scheduling ||
   | Use agent or task scheduling | Disable this configuration. |
   | Auto-selection of agents will consider time zone for tasks | Disable this configuration. |
   | Enable priority assignment | Disable this configuration. |
   | Additional Factors ||
   | Auto-selection of agents will consider location of agents | Disable this configuration. |
   | Auto-selection of agents for tasks requires them to have skills | Set this configuration to None. |
   | Auto-selection will attempt to assign the same agent to all tasks in a request | Disable this configuration. |
   [Table 2. Assignment tab]

   {#edit-field-service-configurations-work-management-view__table_g5q_ld2_bwb}
4. Edit the following configurations on the Add-ons tab:  
   {#edit-field-service-configurations-work-management-view__table_mlw_q22_bwb__entry__2}

   | Configuration | Setting |
   |-|-|
   | Part Requirements ||
   | Part requirements are needed by agents | Enable this configuration. |
   | Reserve parts in agent stockroom | Disable this configuration. |
   | Cancel open Transfer Orders | Disable this configuration. |
   | Edit associated models | Disable this configuration. |
   | Documentation ||
   | Enable a dedicated knowledge base | Disable this configuration. |
   | Enable managed documents | Disable this configuration. |
   | Enable task activities | Disable this configuration. |
   | Associated Task Tables ||
   | Edit associated task tables | Leave this configuration empty. |
   | Maps ||
   | Enable maps | Disable this configuration. |
   [Table 3. Add-ons tab]

   {#edit-field-service-configurations-work-management-view__table_mlw_q22_bwb}
5. Select Save.

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