Qualify a task

Qualify a single task or qualify multiple tasks at the same time.

  • To qualify a task, open it from the Work Order Tasks related list, select a Dispatch group, and then click Qualified.
  • To qualify multiple tasks at the same time, select the check boxes beside the tasks you want to qualify in the related list, and then select Qualified from the Actions on selected rows menu.
    Qualify tasks
    Note: If Approvals in Field Service > Administration > Configuration is turned on, the New button in the Work Order Request Tasks related list will not appear until the order has been Approved. Also, if you are attempting to create an order task using a template, the task will not be created until the order has been Approved.