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.
The Service Management Geolocation plugin
(com.snc.service_management.geolocation) must be enabled and the Google Maps Platform
key must be entered into the appropriate Google Maps property
Role required: wm_agent
You can optimize task routes in the map to have the system determine the most
efficient route. Initial routing shows the sequence established when the dispatcher
assigned the tasks. Route optimization uses your location information and creates an
ideal schedule based on variables such as location, task duration, travel time, or
windows. The agent map, which displays color-coded icons for the tasks
and your current location, is updated as you complete each task.
. Tasks that are in one of these states are visible on the map:
To access the map, navigate to
- Pending Dispatch
- Work in Progress