Sometime Customer does not want to work with some selected
Service Resource(s) due to bad feedback or bad experience. So, here we
can use this “Excluded Resources”
work rule to meet the requirement.
How to crate:
Go to Work Rule tab and click "New" button to create a new Work Rule. Then select record type as “Field Service - Excluded Resources”
and then click “Next”. Then give
the Work Rule Name
and its Description.
Note: While installing FSL
packaged, system will automatically provide a Work Rule record name as “Excluded Resources”. So, we can use this as well.
Note: For this example, I will work on existing record to make this
discussion to the point. Because here our aim is to check, exclude work rule behaviour, but not to create a Work Order or Service Appointment or Scheduling
Service Resource etc.
Now from “App
Launcher“ select “Field Service”
app. Now for my case I am opening Work Order (00000017). For this work order (00000017) we have already a Service Appointment (SA-0017).
Then click on “Field
Service” tab, then click on “SA-0017”,
and finally click on “Candidates”
button.
Check there is four
Service Resources are available
for appointment and they are
- Alan Reed,
- Martino Castanon,
- Paul Morrison,
- Ralph Clark.
Now, let say Customer doesn’t want to work with “Alan Reed”.
So, here we can use this exclude work rule to fulfil the
scenario.
Go to Related section
of Work Order (00000017) and click
on “New” button of “Resource Preferences” and then add “Alan Reed” as “Excluded” preference type.
Now the final touch รจ Go to “Field
Service Admin” app and click on “Filed
Service Settings” > “Go to Guided
Setup” > “Scheduling Policies”.
Select your Scheduling Policy and then add
work rule “Excluded Resources” from
Available Rule to Selected Rule.
So, we have done. It is ready for testing.
Now again click on “Field Service” tab and open dispatch console and check candidates
for “SA-0017”.
So, as per expected behaviour excluded resource (Alan Reed)
will not be shown in dispatch console.
