Managing territories and agents from Territory Planning console
Use the Territory Planning Console to assign work orders or work order tasks to agents or crews in the territories that best match their location based on conditions that you set.
Territory Planning Console
The territory map in the Territory Planning Console provides a visual representation of a territory so you can easily see the location of the agents and crews assigned to the territory and also assign the work order tasks.
The personas with the role sn_fsm_tp.fsm_territory_read will only have the view access to Territory Planning console.
Note: To identify the best matched territory for a work order task, you must enable the Field_Service_Territories territory model. For more information, see Enable the Field Service territory model.
The following table describes the list of activities you can perform as a territory planner, territory manager, and resource manager in the territory Planning console.
| Action | Territory Planner | Territory Manager |
|---|---|---|
| View, manage, and analyze territories and their associated resources. | View territories under All Territories, My Territories, and My Selections categories. | View territories under My Territories and My Selections categories. |
| Add or customize data overlays to visualize more data points in the territory. | For all territories | Only for assigned territory |
| View detailed information such as the number of agents, crews, and child territories by clicking the territory geography. | For all territories | Only for assigned territory |
| Edit and stretch boundaries to include new data points. | For all territories | Only for assigned territory |
| Assign direct agent or crew memberships without assignment groups. | For all territories | Only for assigned territory |
| Hide all territory geographies in the map. | For all territories | Only for assigned territory |
| Specify the color code using color picker for a territory. | For all territories | Only for assigned territory |
| Add child territoriesNote: The child territory Image omitted: child-territory-icon.jpg For all territoriesChild Territory icon. icon appears only when the territory has child territories.</td><td> | Only for assigned territory | |
| Add child territories to My Selection list. | For all territories | Only for assigned territory |
Working with territories
Perform the following tasks to work with territories:
- Create a work order task
- Assign work order tasks to agents or crews from the dispatch queue
- Auto-dispatch a work order task
- Assign work order tasks to agents
- Assign work order tasks to crews on Dispatcher Workspace
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