Territory Planning Flashcards
Explain Territory Planning
Field Service Territory Planning enables you to create, view, analyze, and manage territories for better scheduling of work orders and work order tasks.
With intelligent filtering and matching based on predefined rules, Field Service Territory Planning ensures that the right agents or groups are assigned to tasks, taking into account geographical locations and business objectives.
As a territory manager or planner, you can view territories and data points both within and outside boundaries, providing a comprehensive understanding of spatial distribution.
Key benefits
Assisted territory creation
Craft multidimensional territories effortlessly using map-driven tools. Modify boundaries dynamically to include new data points, ensuring inclusivity of assets and work orders in specific areas.
Enhanced visualization
Empower decision-making with a clear visual representation of agents, tasks, and assets. Leverage custom data overlays and an interactive territory map for superior planning and scheduling capabilities.
Optimized resource allocation
Create flexible service territories, minimizing overlaps. Directly assign agents or crews without the need for assignment groups, maximizing efficiency in resource allocation.
Performance analytics and management
Gain valuable insights into your operations with performance analytics. Monitor open work order tasks, agent utilization on work order tasks, and average travel time according to territory through the Field Service Territory Performance Analytics dashboard.
Data security
Choose to have data privacy by limiting work order and work order tasks visibility to the assigned territory for smooth and secure business operations.
Capacity management
Manage capacity for in-house teams and external contractors, defining it in hours or tasks. Address external contractor groups separately, ensuring precise resource allocation based on territories, helping to prevent overloads, and enhancing operational efficiency.
Schedule optimization
Schedule complex multi-territory assignments where an agent might be responsible for multiple territories over a longer batch processing period. Assign tasks to agents whether they’re primary or secondary members of a single or multiple territories.
How to Activate Field Service Territory Planning
You can activate the Field Service Territory Planning plugin (com.snc.fsm_territory_planning) for Field Service Management if you have the admin role. The application includes demo data and installs related applications and plugins if they are not already installed.
About this task
Activation of Field Service Territory Planning activates Field Service Management (com.snc.work_management) and Territory Planning (com.snc.territory_planning) plugins if they are not already active.
The following items are installed with Field Service Territory Planning:
Roles
Tables
Script includes
Business rules
Properties
Query rules
