Example 1: Dynamic Candidate Assignment for a Service Organization

Generally, in high-value machinery or asset-based service organizations, each asset is typically associated one or more field service engineers (FSE). These preassigned FSEs are often the customer's first contact for service requests, onsite visits for preventive maintenance, break-fix type of activities, and so on. In addition, these FSEs are usually ranked as Primary, Secondary, or Tertiary based on their seniority, skills, and so on.

This scenario provides an example of a process performed by field service engineers (FSEs) in an X-ray manufacturing company. Your company might follow a different process according to its business requirements.

During a typical day in a field service organization, a group of FSEs responds to customer phone calls and prepares for onsite visits for preventative maintenance and break-fix type of activities. In this scenario, a hospital calls for preventative maintenance for their X-ray machine as per warranty conditions.

To handle the incoming request, the service center agent creates a service request, and then creates a preventative maintenance activity for that service request. Next, the agent assigns that activity (by clicking the Assign button in one of the service request views), and the results window appears with the potential assignees for the asset team. The agent can then choose the appropriate candidate to complete the assignment process. Typically, FSEs are ranked as primary, secondary, or tertiary based on their seniority, skills, and so on, and the agent bases his decision on this ranking.