Technician Eligibility Rules
Work Order attributes can be matched with Technician attributes, to determine the list of technicians eligible to a service work order. Technician Eligibility Rules can be configured for this purpose. These are configured to work on qualifying work orders. They match the configured work order attributes / static values to the paired Technician attributes, for the technicians who belong to the same territory as the work order’s Primary Territory.
As an example, you can configure a Technician Eligibility Rule as follows, to find technicians in the work order’s Primary Territory, who are in the area with the same zip code as the work order:
How to identify qualifying work orders: Work Order’s Country Equals the United States
How to configure fields to be matched between work order and technician: Technician’s Zip – Work Order’s Zip
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