Set criteria for quality review
Configure criteria to determine which closed work order tasks qualify for review, enhancing efficiency and maintaining high service standards.
Before you begin
Role required: admin, or wm_admin
About this task
Out of the box, a task qualifies for review when one of the following criteria is met.
- The task’s work type is “Install”
- The task is associated with a retired asset
- Five or more closed tasks in the past month are associated with the same asset
- The task is closed by a contractor
Follow these steps to customize the criteria to suit your needs.
Procedure
Navigate to All > Field Service > Quality Administration > Review Configuration.
In Workflow Studio, update the Flow Variables.
Select Save.