The Field Service Management overview module provides a dispatch map that displays tasks and links to the related task records.

Before you begin

Role required: dispatcher.

Procedure

Navigate to All > Field Service > Overview.

The map view depends on whether or not the Field Service Management Geolocation Demo Data plugin (com.snc.work_management_geolocation.demo)is activated.

The dispatch map view with geolocation enabled groups tasks and agents by proximity and displays related records in pop-up windows on the map.

Figure 1. Dispatch map with geolocation
Dispatch map with graphical representations of work order tasks categorized by state, location, priority, status, and assignment group.

The dispatch map view without geolocation enabled shows individual tasks by state and displays related records in a separate window.

You can click elements within the reports to obtain more information without leaving the overview page.