Setting up CSM/FSM Configurable Workspace

Setting up CSM/FSM Configurable Workspace involves configuring Dispatcher Workspace and the Field Service Territory Planning Console .

Configure the Dispatcher Workspace to streamline task management and agent assignments. Utilize the Field Service Territory Planning to identify suitable territories for work order tasks, ensuring optimal task allocation. Configure the CSM Agent Workspace and set up roles for task execution.

For more information about setting up Territory planning, see Configuring Field Service Territory Planning .

Configuring Dispatcher Workspace Configure the Dispatcher Workspace to optimize task management and agent assignments. Configuring Field Service Territory Planning Console 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. Setting up Field Service in CSM Agent Workspace Activate Field Service in CSM Agent Workspace and set up roles for performing the tasks. Configuring Workforce Configure Workforce to view agent schedules, create personal events, and view tasks on a map.

Parent Topic: Configuring Field Service Management