Request additional task information

If there is not enough information to dispatch a task, you can request more details from the qualifier.

Before you begin

Role required: wm_dispatcher, wm_initiator_qualifier_dispatcher, or wm_admin role

Procedure

  1. Navigate to Field Service > Dispatching > Dispatch Queue.
  2. Open a work order task in Pending Dispatch state.
  3. In the Work Notes field, enter a reason for returning the work order.
  4. Click Request more information.

    The task state changes to Draft and the work order state changes to Awaiting Qualification. If field service management is configured for automatic qualification, the work order state remains at Qualified.