Allow Users to Select Specific Field Service Technicians for Work Orders

You can let users edit the Field Service Technician field on work orders.

To do this, you must first assign the proper role and usage type to individual field service technicians. After that, add the Field Service Technician field to the work order page using application composer. Now, the user can select specific technicians from the Field Service Technician field on the work order.

Here are the steps to add a Field Service Technician usage to the technician's usage assignment.

1. Sign in as a user that has the Customer Data Steward role assigned.

2. From the springboard, navigate to Customer Data Management > Persons.

3. On the Persons page, search for the technician.

4. Click the link for the technician's name.

5. On the Edit Person page, click Usage Assignments on the menu.

6. Select Add from the Actions menu.

7. Select Field Service Technician from the Usage drop-down list.

8. Click Save.

Use Application Composer to Add the Field Service Technician field to the Work Order page. See the related link for more information about adding fields using Application Composer.

After you have added the Field Service Technician field to the Work Order page, the technician appears when selecting resources.