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FSM Dispatcher Workspace | Configuration

Import · Dec 14, 2023 · video

this video shows how administrators can configure the dispatcher workspace to streamline field service operations the dispatcher workspace is the central Hub where dispatchers manage field service tasks view agent details assign work orders and optimize field technician schedules we'll start by configuring filters filters help dispatchers narrow down their view to focus on specific tasks or agents you can configure filters based on attributes like location priority OR technician availability let's set up a task panel filter which is a default filter that determines which tasks appear on the task panel in the dispatcher workspace to do this we'll navigate to the task panel dispatcher filter page where the base system panel filters are listed to create a new filter we'll click new we did the filter a name provide the filter conditions and the display order value we save the form and then click update the filter is created the task panel sorting page lists the default sorting options there's a highest Priority First sorting option let's go ahead and create a lowest priority first custom sort we give it a name enter the display name select priority as sorting criteria choose the sort order and then click submit custom sort is created now let's see it in action in the dispatcher workspace we're logged in as Lisa who is a dispatcher we'll go to dispatcher workspace and click the sort icon to find the priority lowest sort we created when we click it tasks are sorted with the lowest priority task on top dispatchers can create ad hoc filters to to filter data by conditions not covered by the default filters to do this we'll click the filter dropdown and select the create new filter option we'll Define the filter conditions and then click update we've created an ad hoc temporary filter to save this filter as a permanent filter we need to click save filter and give it a name upon saving this filter will show up in the filter list in the resource filter section we can sort tasks by agents Crews or skills let's view the tasks assigned to Cindy we can save these filter conditions as default or even clear them to add more details to Resource records we go to settings select resources choose the fields we want displayed and then click save the resource fields we selected are now displayed dispatcher filters and custom sorting are efficient tools to view and manage pending tasks and available agents in dispatcher workspace for more information see our product documentation or knowledge base or ask a question in the service now community

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https://www.youtube.com/watch?v=7BHRD7eGwAE