Configure the qualification state for work orders

Enable work order qualification so work orders move from draft to awaiting qualification, and then qualified before they’re ready for dispatch. Qualification allows for a quality check to make sure that the work order meets a certain standard before it moves to the next step.

Before you begin

Role required: admin

Procedure

1. Navigate to All > Field Service > Administration > Configuration.

2. Turn on the switch that says Qualification is required for new requests.

1. Select Save.