Change schedule attributes for agents

Change the schedule attributes for your agents, offering the flexibility needed for specific work order tasks.

Before you begin

Role required: wm_dispatcher, wm_manager, sn_fsm_tp.fsm_territory_planner, sn_fsm_tp.fsm_territory_resource_manager, wm_admin

About this task

Ensure the Territory Planning plugin is activated. For more information, see Activate Field Service Territory Planning.

Procedure

1. Navigate to All > Field Service > Dispatching > Agents.

2. Select the user for whom you want to add or change the schedule attributes.

3. Select the Resource Schedule Attributes related list.

   Note: You can switch the agent's user profile view to FSM Profile or add the Resource Schedule Attributes related list to the form if it doesn't appear by default.

4. Perform one of the following actions:

   • Select New to add a new schedule attribute.
   • Click the name of an existing record to modify it.
   • In the form, fill in or update the fields.

5. Select Submit.

   The Resource Schedule Attributes table is updated.

Result

The scheduling mechanisms consider an agent's schedule attributes from the Resource Schedule Attributes table for the given day.