Create a filter constraint or a ranking criteria for a task recommendation policy
Define a filtering constraints or a ranking criteria for a task recommendation policy. Filter the best matched tasks for the agent based on the filter ordering rules.
Before you begin
Role required: admin, wm_admin, sn_task_recommend.task_rec_admin
Procedure
Navigate to Field Service > Task Recommendation Administration > Task Recommendation Policies.
Open a policy from the list.
To create either a filter constraint or a ranking criteria, do one of the following:
- To create a filter constraint, click New in the Filtering Constraints related list.
- To create a rating criteria, click New in the Ranking Criteria related list.
- On the form, fill in the fields.
| Field | Description |
|---|---|
| Task recommendation policy | Name of the task recommendation policy for which you are defining the criteria. |
| Recommendation criteria | Recommendation criteria for which this criteria acts as an input. |
| Order | Order in which this criteria is evaluated. |
| Application | Name of the application. |
| Weight | Weight for the filtering constraint. Assign a higher weight to the criteria that are more important. |
| Ranking method | Method for ranking the criteria. Choices are as follows:- More is better: When setting the ranking, a higher value is better. For example, more skills availability is better when determining the task ranking. - Less is better: When setting the ranking, a lower value is better. For example, less travel time is better when determining the task ranking. |
- Click Submit.
Result
The task recommendation policy-related criterion is created successfully. The criterion is added to the appropriate related list: Filtering Constraint or Ranking Criteria.