---
sourceDocument: Yokohama Field Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/field-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Field Service Management

ft:clusterId :

    - fsm

bundleId :

    - fsm

workflow :

    - Customer and Industry


---

# Qualify a work order

# Qualify a work order {#ariaid-title1}

Release version: Yokohama  
Updated January 30, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Work orders must be qualified to ensure that work order tasks are created and assigned.
The qualifying process can be automatic or manual.

Depending on how the [Qualification is required for new requests](https://servicenow-prod.fluidtopics.net/2h94nEySOnDLzTlszIEoCA#t_ConfigureFieldService__LifecycleOptions) option is set in the Field Service Management configuration, the
qualifying process is manual or automatic.

Manual qualification

:   When Qualification is required for new requests is enabled, the
    qualifying process is manual. Each work order must go through these states of the
    process:

    Awaiting QualificationQualified

    In the Awaiting Qualification state, all the work order tasks must be qualified by a
    user with the appropriate role.

    Qualifiers, who are users with the wm_qualifier role, select the dispatch group, add
    work order tasks, and define part requirements. Qualifiers can also edit the affected
    CI, short description, and description for work orders.

    After all the tasks are qualified, the work order is moved to the Qualified state.

    Work orders tasks can be qualified individually or in bulk.

Automatic qualification{#c_QualifyWorkOrders__AutomaticConfiguration}

:   When Qualification is required for new requests is disabled, the qualifying process is automatic. The work order is automatically qualified and moved directly to the next state that is configured for Field Service Management.

    A task is also automatically created for each qualified work order. These work order tasks are automatically qualified but must still be manually moved to the dispatch queue. Users with the wm_initiator_qualifier or
    wm_admin roles can move the work order tasks.

## Filtering available dispatch groups {#c_QualifyWorkOrders__section_rqx_lxr_v1b}

The following table describes the properties that control whether the choice-list of available dispatch groups is filtered by proximity to the task location.
{#c_QualifyWorkOrders__table_oyk_dk1_w3c__entry__3}

| Mechanism | Name | Purpose |
|-|-|-|
| SM Config setting | use_location | Master toggle in the local Service Management configuration that controls whether location/proximity is used in agent recommendations |
| Property | autodispatch.geolocation | Enables geolocation-based distance calculations for auto-dispatch |
| Property | travel.calculation.auto_assignment | Controls map provider for manual/auto assignment (defaults to Google Maps API) |
| Property | travel.calculation.dynamic_scheduling | Controls map provider for dynamic scheduling (defaults to straight-line estimate) |
| Property | work.spacing | Task spacing in hours, affects travel time calculations between tasks |
[ ]

{#c_QualifyWorkOrders__table_oyk_dk1_w3c}
* **[Request additional information to qualify a work order](https://servicenow-prod.fluidtopics.net/pVovvo0TZ9oDEJmsuNnCnQ)**   
  Transfer orders move necessary parts to the location where the agent can receive them. If there is not enough information to create a transfer order, the dispatcher can request more details from the qualifier.
* **[Qualify a work order](https://servicenow-prod.fluidtopics.net/wbuuPjZ0lGdcx7HBrWFQHw)**   
  When a work order is assigned to you for qualification, review and qualify its tasks to ensure that they contain enough information for the groups that are dispatched to work on them. Qualifying work order tasks is required only when Field Service Management is configured for manual qualification.
* **[Move a work order task to the dispatch queue](https://servicenow-prod.fluidtopics.net/6mPJ297aSCzfMVJwRcityg)**   
  If Field Service Management is configured to automatically qualify work orders, tasks are also automatically created for the orders. When one of these automatically created tasks is assigned to you, select a dispatch group for it and move it to the dispatch queue.

*[\>]: and then