Example - configure dynamic scheduling to assign preferred technicians to tasks

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

    • Automatically assign preferred Field Service agents to work order tasks so the correct technician is assigned to the task. If a Field Service agent isn't a good fit for a task, you can also exclude them.

    Vorbereitungen

    Role required: wm_dispatcher, wm_manager, wm_admin

    Prozedur

    1. Navigate to All > Dynamic Scheduling Administration > Configuration.
    2. Select Work OrderTask Dynamic Scheduling Config.
    3. On the Task Filters tab, add the Prioritize preferred and secondary technicians and Rank preferred and secondary technicianscriterion to the task filters.
      For information on adding criteria to a task filter, see Create a task filter for dynamic scheduling
    4. Select Update.