Locations in Field Service Management
Location represents a geographical area that helps administrators to create different groups and assign tasks to those groups based on the location.
Work locations
Field Service Management relies on defined locations for qualifying work orders and tasks, and assigning dispatchers and agents. As part of setting up the application, you define your locations. You can then create qualification, dispatch, and assignment groups based on those locations.
Assign a location to a user
Territory management allows Field Service Management administrators to assign locations to users.
Before you begin
Role required: admin
About this task
This creates a territory, or set of locations covered by a given user. The association helps the system to determine which users can fix problems in particular locations.
Procedure
Assign a location to a group
Territory management allows Field Service Management administrators to assign locations to groups of users.
Before you begin
Role required: admin
About this task
This creates a territory, or set of locations covered by a given group. The association helps the system to determine which groups can fix problems in particular locations.