Understanding Field Task Types

A service order field activity’s field task type defines details about the type of task to be performed and how the system will process the activity.

Field Task Type Information

Field task types are values for the Field Task Type (D1-FieldTaskTypeLookup) extendable lookup. Each field task type value includes the following information:

  • Routing: Indicates if field tasks of this type can only be performed at a service point. Valid values are "SP Required" and "Pass-Through".

  • Appointment Option: Indicates if an appointment (via a mobile workforce application) is required or applicable to field tasks of this type. Valid values are "Not Applicable", "Optional", and "Required".

  • Completion Events When Successful: One or more completion events that are executed upon successful completion of field tasks of this type.

  • Completion Events When Canceled: One or more completion events that are executed upon cancellation of field tasks of this type.

  • Duplicate Task Type Information: Defines processing rules for handling potential duplicate field tasks, including:

    • Allow Duplicates: Specifies whether or not duplicate field tasks are allowed.

    • Duplicate Threshold: A number of hours used to determine if a newly instantiated field task type should be considered a duplicate.

    • Field Task Types: A list of one or more field task types that are considered to be duplicates of the field task type.

  • Conflict Task Type Information: Defines processing rules for handling potentially conflicting field tasks, including:

    • Allow Conflicts: Specifies whether or not conflicting field tasks are allowed.

    • Conflict Threshold: A number of hours used to determine if a newly instantiated field task type should be considered a conflict.

    • Field Task Types: A list of one or more field task types that are considered to conflict with the field task type.

  • Processing Scripts: Defines one or more processing scripts to extract supplemental information needed by the mobile workforce application to schedule field tasks of this type.

  • Manual FA Completion Controls: Defines an optional Service Script used to customize the sections displayed on the Field Activity Manual Completion page when manually completing service order field activities.