FSM Dispatcher Workspace | Overview
this video is an overview of field service management dispatcher workspace dispatcher workspace is a single working space for field service agent dispatchers with key metrics task lists agent schedules and even maps showing agents and tasks all in one place the dispatcher dashboard gives you a summary at a glance including items that need immediate attention the current status of field agents and work order task assignments and a map showing the locations of tasks and field agents you can click the blue circles to zoom in on locations with multiple tasks or agents you can point to a black pin to see the address and click the black pin to see individual tasks and agents at that location now let's go to the workspace here we have a list of tasks we're currently seeing tasks that are pending assignment and we can change the list to see other types of tasks we can click the information icon for a task to get a quick look at the details and we can open the task to see the full details we can also see the task on the map and we can get all that same information for tasks in the schedule as well it's easy to assign tasks to agents we can do that automatically to assign this task we'll open the menu and choose Auto assign the confirmation request shows that it's being assigned to Elisa chenoy we'll confirm and now the task is assigned to Elisa we can also assign tasks manually let's assign this network task it needs an agent with certain skills let's get recommendations for agents who have those skills next we'll check the assignment window the range of times when this task can be performed here's the start of the window and the end let's assign this task to Alex we'll just drag it to his Row in the schedule the green highlight shows us available time slots we'll drop it in an available slot when we do that we get a confirmation request with the details of the assignment Alex's route and the skills and parts he'll need for the task when we save the task is added to his schedule dispatcher workspace works with Agent mobile to keep the dispatcher and agents up to date when Teddy accepts the task we just assigned our schedule updates to show that it's been accepted when Teddy starts travel our schedule updates to show that and when Teddy starts work our schedule updates to show that as well if an agent completes a task early dispatcher workspace adjusts the task and tightens up their schedule and the intelligent task recommendation feature adds new tasks to fill in the Gap at the end of the day to handle tasks that need multiple agents you can Define crews in the workspace you need to activate the field service crew operations plug-in to use Cruise here are the crews we defined some of the tasks in our list require a crew when we click one of these tasks the schedule updates to show our crews now we can assign a task to accrue automatically or manually just like for individual agents and now the task is assigned to the crew you can also assign work to Outsource service providers just like your own agents here's our contractor hack me Services we'll assign this task for them to take care of with dispatcher workspace you can monitor and manage your tasks and agents all in one place [Music] for more information see our product documentation or knowledge base or ask a question in the servicenow community [Music]
https://www.youtube.com/watch?v=9zzw0V6OGew