Field Services Resource Scheduling

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Posted on by Angelus Spy

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Hi,

I have been facing an error regarding field services 9.2 version, In the Service Tab -> Schedule Board -> Unscheduled Work Order. on the relevant work order number i have selected find availability button for the Schedule Assistant Filter but unfortunately its giving me the error "there are no resource that meet this search. Please modify your search and try again" Please suggest me best solution for this it will be appreciated.

Thanks & Regards

Angelus Spy

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Thomas David Dayman 11,323 on at

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Are you sure that your bookable resources are set up correctly so they are applicable when you search availability for the work order?

Can you check the Skills, Roles, Territories of your resources?

Can you check the Resource Requirement of the work order as well and see if the Skills, Roles, Territory match your resources? Also check if the work is Onsite or Location Agnostic

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Devikumari Krishna 371 on at

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Hi Partner,

In the Filter section please verify the filter options selected once. Are you sure Resources are available with the matching filter conditions.

Verify all options - Roles, Organizational Unit, Resource Types, Pool Types, Teams, Business Unit, Characteristic Rating and other options.

Blog : https://d365topicsbydk.com

Regards

Devi

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Angelus Spy 114 on at

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Hi Thomas,

Thanks Now it is working well<3

Thanks & Regards

Angelus Spy

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Angelus Spy 114 on at

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Hi Thomas,

One last thing i want to ask, Is it possible in field services to Assign Work order to preferred resources via assets only? without going through the process of skill, roles etc, the things you have mentioned above.

Thanks & Regards

Angelus Spy

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