Edit Field Service Management configurations for the Work management view

Edit your Field Service Management configurations as needed so that you can access and use the Work management view in the Enterprise Asset Workspace.

Before you begin

Role required: admin

About this task

See Global domain configurations for more information on Field Service Management configurations.

Procedure

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

2. Edit the following configurations on the Business Process tab:

   Configuration	Setting
   Lifecycle
   Process lifecycle	Set this configuration to task-driven (subtasks are required).
   Approval for new request required	Disable this configuration.
   Qualification is required for new requests	Disable this configuration.
   Agent must accept or reject the assigned task	Disable this configuration.
   Track agent travel time	Disable this configuration.
   Work notes are required to close or cancel a request or task	Enable this configuration.
   Copy task work notes to request	Disable this configuration.
   Apply Work Order template in draft status	Enable this configuration.
   Catalog and Request Creation
   Create or update requests by inbound email	Disable this configuration.
   Create requests using catalog and form or form only	Set this configuration to regular form only.
   Templates create a dedicated catalog item	Disable this configuration.

3. Edit the following configurations on the Assignment tab:

   Configuration	Setting
   Assignment Methods
   Assignment method for tasks	Set this configuration to manually.
   Dispatch Queue and Group Coverage
   Use dispatch queue	Disable this configuration.
   Assign requests or tasks based on assignment group coverage areas	Disable this configuration.
   Assign tasks based on assignment group product models	Disable this configuration.
   Assign tasks based on assignment group skills	Disable this configuration.
   Scheduling
   Use agent or task scheduling	Disable this configuration.
   Auto-selection of agents will consider time zone for tasks	Disable this configuration.
   Enable priority assignment	Disable this configuration.
   Additional Factors
   Auto-selection of agents will consider location of agents	Disable this configuration.
   Auto-selection of agents for tasks requires them to have skills	Set this configuration to None.
   Auto-selection will attempt to assign the same agent to all tasks in a request	Disable this configuration.

4. Edit the following configurations on the Add-ons tab:

   Configuration	Setting
   Part Requirements
   Part requirements are needed by agents	Enable this configuration.
   Reserve parts in agent stockroom	Disable this configuration.
   Cancel open Transfer Orders	Disable this configuration.
   Edit associated models	Disable this configuration.
   Documentation
   Enable a dedicated knowledge base	Disable this configuration.
   Enable managed documents	Disable this configuration.
   Enable task activities	Disable this configuration.
   Associated Task Tables
   Edit associated task tables	Leave this configuration empty.
   Maps
   Enable maps	Disable this configuration.

5. Select Save.