Configuring Field Service Territory Planning

Field Service Territory Planning identifies the best matched territory for a work order task based on conditions that you set. You can then assign tasks to the individual agent or group best positioned to execute a service call based on the associated territories.

Configuration overview

As a territory planner, you can configure and use territories in Field Service Management through the following procedures:

1. Activate Field Service Territory Planning

   You can activate the Field Service Territory Planning plugin (com.snc.fsm_territory_planning) for Field Service Management if you have the admin role.

2. Creating geographies

   Create Field Service territories and their geographies based on your requirements.

3. Configuring resources for territories

   Assign agents or crews permanently or temporarily to a territory so you can assign tasks to resources available to work in the territory.

4. Enable the Field Service territory model

   Enable the Field Service Management territory model to keep a record of territories and their associated resources, such as dispatch groups, assignment groups, and qualification groups.

5. Field Service Territory Planning console propertiesUse the territory planning components and properties to customize workflow based on your requirements.

For more information about setting up Territory planning in the CSM/FSM Configurable workspace, see Configuring Field Service Territory Planning Console.

Related topics

Managing territories and agents from Territory Planning console

Field Service Territory Performance Analytics dashboard