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Task assignment

Task assignment

The application configuration works with the Field Service Management configuration for task assignment.

Appointment booking works with the task-driven process life cycle and the following task assignment methods:
  • Auto-assignment
  • Dynamic scheduling
  • Manual
Auto-assignment and dynamic scheduling include enhancements that support appointment booking:
  • Identifying the best dispatch group for task assignment.
  • Preventing tasks with appointment windows from being unassigned.
  • Calculating availability for agents and groups.

Dynamic scheduling

Appointment booking adds unassignment criteria to the dynamic scheduling configuration that prevents work orders and work order tasks with appointment windows from being unassigned. It also adds criteria that prioritizes work orders and tasks with appointment windows.

Navigate to Field Service > Administration > Dynamic Scheduling Configuration.
  • The Task Filters related list includes an Appointment Tasks filter for tasks that have an appointment window and are in the Pending Dispatch state.
  • The Un-Assignment Constraints related list includes the Has Appointment constraint that prevents tasks with appointment windows from being unassigned.

Central dispatch

When using central dispatch to assign a task with an appointment window, the Window start and Window end fields for the task use the scheduled appointment date and the appointment window start and end times.

When a task with an appointment window is assigned to a time that is outside of the appointment window, the system displays a warning message. The dispatcher can ignore the warning and assign the task outside of the appointment window.

Rescheduling work start and work end times

When a work order is created for a booked appointment, or when an appointment is booked for an existing work order, the appointment window start and end times are used for the work order task Window start and Window end times.

For work order tasks that have scheduled appointments, dispatchers receive warning messages if they change any of the following fields:
  • Window start
  • Window end
  • Scheduled start
  • Scheduled travel start