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Service | Customer Service, Contact Center, Fie...
Answered

Field Services Resource Scheduling

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Posted on by 114

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

  • Verified answer
    Thomas David Dayman Profile Picture
    11,323 on at

    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

  • Suggested answer
    Devikumari Krishna Profile Picture
    371 on at

    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.

    pastedimage1633358873780v1.png

    Blog : https://d365topicsbydk.com

    Regards

    Devi

  • Angelus Spy Profile Picture
    114 on at

    Hi Thomas,

    Thanks Now it is working well<3

    Thanks & Regards

    Angelus Spy

  • Angelus Spy Profile Picture
    114 on at

    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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