Qualification Groups

A qualification group is a set of users who can provide technical information regarding the work to be performed to fulfill a work order or work order task.

If one qualification group covers the location specified on the work order, the group name is automatically added to the Qualification group field on the work order when the work order state changes to Awaiting Qualification. If no qualification group or more than one qualification group covers the specified location, the Qualification group field is not automatically populated; information can be added manually. If no qualification group is assigned, the work order can remain without a qualification group and proceed through the work order life cycle. However, it is good practice to set up location coverage and qualification groups.

Note: The Qualification group field is hidden in the Work Order form when Field Service Management is configured for automatic qualification.