When a work order is assigned to you for qualification, review and qualify its tasks
to ensure that they contain enough information for the groups that are dispatched to work on
them. Qualifying work order tasks is required only when Field Service Management is configured
for manual qualification.
If Field Service Management is
configured for automatic qualification, you do not need to complete this process.
Work orders are automatically qualified and tasks are automatically created for
them. For details on manual and automatic qualification, see Qualifying work orders.
On the Work Order form, you can qualify tasks from the Work Order
Tasks related list. You can qualify a single task or multiple tasks at the same
time. While you qualify a single task, you can also qualify any sibling tasks, which
are different tasks that are related to the same order.
Note: If Field Service Management is
configured to automatically assign tasks, you must also select a dispatch group for
each work order task. If you do not select a dispatch group, you are prompted to
select one before you can qualify the task.