Set criteria for quality review

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

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

    Before you begin

    Role required: admin

    About this task

    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.

    Procedure

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