Qualify a work order

Work orders must be qualified to ensure that work order tasks are created and assigned. The qualifying process can be automatic or manual.

Depending on how the Qualification is required for new requests option is set in the Field Service Management configuration, the qualifying process is manual or automatic.

• Manual qualification

  When Qualification is required for new requests is enabled, the qualifying process is manual. Each work order must go through these states of the process:

  Awaiting Qualification > Qualified

  In the Awaiting Qualification state, all the work order tasks must be qualified by a user with the appropriate role.

  Qualifiers, who are users with the wm_qualifier role, select the dispatch group, add work order tasks, and define part requirements. Qualifiers can also edit the affected CI, short description, and description for work orders.

  After all the tasks are qualified, the work order is moved to the Qualified state.

  Work orders tasks can be qualified individually or in bulk.

• Automatic qualification

  When Qualification is required for new requests is disabled, the qualifying process is automatic. The work order is automatically qualified and moved directly to the next state that is configured for Field Service Management.

  A task is also automatically created for each qualified work order. These work order tasks are automatically qualified but must still be manually moved to the dispatch queue. Users with the wm_initiator_qualifier or wm_admin roles can move the work order tasks.

Filtering available dispatch groups

The following table describes the properties that control whether the choice-list of available dispatch groups is filtered by proximity to the task location.