Role Priorities

To assign field service engineers to activities, administrators can add a role priority to each field service engineer who is a member of the asset service team. Assignment Manager reviews the role priority of the associated engineers when scheduling field service engineers. For example, Assignment Manager tries to assign the primary engineer. If the primary engineer is not available, then Assignment Manager tries to assign the secondary engineer, and so on. A field service engineer can have a role priority of primary, secondary, or tertiary.

Note: You can associate employees with an account to form an account service team. You can also assign role priorities to these team members. For more information, see Configuring Account Service Teams.