Execute a task from the agent map

As an agent, you can accept or reject tasks assigned to you using features in the agent task map, or take on unassigned tasks near you if your schedule permits.

About this task

You can use the auto-routing feature in the map to have the system determine the most efficient route. Initial routing shows the sequence established when the dispatcher assigned the tasks. Auto-routing locates you using your mobile device and creates an ideal schedule based on variables such as location, task duration, travel time, or any task windows. The agent map, which displays color-coded icons for the tasks and your current location, is updated as you complete each task.

Procedure

To access the map, users with the wm_agent role navigate to Field Service > Agent > My Map.
Tasks that are in one of these states are visible on the map:
  • Assigned
  • Accepted
  • Pending Dispatch
  • Work in Progress
Note: These procedures assume that the Service Management Geolocation plugin (com.snc.service_management.geolocation) is active, and the Google Maps API for Business key has been entered into the appropriate Google Maps property