Set criteria for quality review

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Configure criteria to determine which closed work order tasks qualify for review, enhancing efficiency and maintaining high service standards.

    Antes de Iniciar

    Role required: admin, or wm_admin

    Por Que e Quando Desempenhar Esta Tarefa

    Out of the box, a task qualifies for review when one of the following criteria is met.
    • The task’s work type is “Install”
    • The task is associated with a retired asset
    • Five or more closed tasks in the past month are associated with the same asset
    • The task is closed by a contractor

    Follow these steps to customize the criteria to suit your needs.

    Procedimento

    1. Navigate to All > Field Service > Quality Administration > Review Configuration.
    2. In Workflow Studio, update the Flow Variables.
    3. Select Save.