Change start and end locations for agents

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Change the start-of-day and end-of-day locations for your agents, offering the flexibility needed for specific work order tasks.

    Before you begin

    Role required: wm_manager, wm_admin

    About this task

    Ensure the Territory Planning plugin is activated. For more information, see Activate Field Service Territory Planning.

    Procedure

    1. Navigate to All > Field Service > Dispatching > Agents.
    2. Select the user for whom you want to add or change the start and end locations.
    3. Select the Agent Schedule Attribute Plans related list.
      Note:
      You can switch the agent's user profile view to FSM Profile or add the Agent Schedule Attribute Plans related list to the form if it doesn't appear by default.
    4. Select any existing field or select New.
      The Agent Schedule Attribute Plan form shows.
    5. In the From field, select the start date.
    6. In the To field, select the end date.
    7. In the Start location field, select the location where an agent starts work.
    8. In the End location field, select the location where an agent ends work.
    9. Select Submit.
      The Agent Schedule Attribute Plans table is updated with agent's start and end locations.

    Result

    The scheduling mechanisms consider an agent's start and end locations from the Agent Schedule Attribute Plans table for the given day.