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Use the filter

Use the filter

Use the filter to change the items visible on the agent map.

  • To change the items visible in the map, click View Filter.

    Use the filter to show and hide tasks, the routing sequence numbers, or your location, and to change the date to view another day's tasks. You can also let the system choose your route for you.

    Table 1. Filters
    FilterDescription
    Show unassigned tasksAll unassigned tasks are displayed by default. Clear the check box to hide unassigned tasks.
    Show assigned tasksAll assigned tasks are displayed by default. Clear the check box to hide assigned tasks.
    Show my locationYour current position. If the system cannot locate you automatically by mobile device, the location is the site of a continuing task or the home office.
    Show routing numbersShow or hide routing numbers on tasks dispatched for that day.
    OnThe current date is selected by default. You can change the date to view tasks for that day.

    Figure 1. Agent map filter
    Agent map filter

  • Click Apply Filter to apply your changes to the map.

  • Click Apply auto-routing to let the system decide the most efficient route for your tasks.

Products > Service Management > Field Service Management; Versions > Helsinki