Work orders must be qualified to ensure that work order tasks are created and assigned.
The qualifying process can be automatic or manual.
Depending on how the Qualification is required for new requests option is set in the Field Service Management configuration, the
qualifying process is manual or automatic.
- Manual qualification
When Qualification is required for new requests is enabled, the
qualifying process is manual. Each work order must go through these states of the
In the Awaiting Qualification state, all the work order tasks must be qualified by a
user with the appropriate role.
Qualifiers, who are users with the wm_qualifier role, select the dispatch group, add
work order tasks, and define part requirements. Qualifiers can also edit the affected
CI, short description, and description for work orders.
After all the tasks are qualified, the work order is moved to the Qualified state.
Work orders tasks can be qualified individually or in bulk.
- Automatic qualification
When Qualification is required for new
requests is disabled, the qualifying process is automatic. The work order
is automatically qualified and moved directly to the next state that is configured for
Field Service Management.
A task is also automatically created for each qualified work order. These work order
tasks are automatically qualified but must still be manually moved to the dispatch
queue. Users with the wm_initiator_qualifier or wm_admin roles can move the work order
Filtering available dispatch groups
The work.management.limit.location property
controls whether the choice list of available dispatch groups is filtered by proximity to
the task location.