Example - configure dynamic scheduling to assign preferred technicians to tasks

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

    • Add dynamic scheduling task filters to ensure that work order tasks are assigned to agents who are preferred by customers. You can assign the preferred Field Service agents to work order tasks so the correct technician is assigned to the task.

    Before you begin

    Role required: wm_dispatcher, wm_manager, wm_admin

    Procedure

    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.