Qualify a work order task

Qualify a single task or qualify multiple tasks at the same time.

Before you begin

Role required: wm_qualifier

Procedure

  • To qualify a task, open it from the Work Order Tasks related list, select a Dispatch group, and then click Qualified.
  • To qualify multiple tasks at the same time, select the check boxes next to the desired tasks in the Work Order Tasks related list, and then select Qualified from the Actions choice list.
    Note: If the Approval for new request required configuration option in Field Service > Administration > Configuration is enabled, the New button in the Work Order Request Tasks related list does not appear until the work order has been approved. Also, if you are attempting to create a work order task using a template, the task will not be created until the work order has been approved.