Work orders are qualified to create and assign the work order tasks.
In the Field Service Management
application, a user with the wm_qualifier role selects the dispatch group, adds work order tasks,
and defines part requirements. The work.management.limit.location property
controls whether the choice list of available dispatch groups is filtered by proximity to the
The qualifier can add the Affected CI, Short
description, and Description to a work order if the initiator
did not provide complete information. Qualification can be manual or automatic. You can configure
the Field Service Management application to
promote the work order from Draft directly to
Qualified without the qualification stage. When you are using manual
qualification, a work order cannot advance to the Qualified state until
all of its tasks are qualified.
Note: To activate the qualifying phase of the Field Service Management workflow, you must
enable the Qualification is required for new requests configuration
option in .