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Setting up resource tree

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edited Dec 1, 2018 3:04AM in Field Service 12 comments

Summary

Best practice for resource tree setup

Content

We are configuring our field service application for one of our client. Please advise about best practice i should follow to setup resource tree for  the activities management. The details for the company and its business as follows:

  • Company has multiple locations word wide
  • Each location/country manages its own operations
  • Each location/country is divided into regions (say reg01, reg02, .. reg0n)
  • Each region is managed by a Regional Manager (RM)
  • Each RM has its team of field resources (Driver, technician etc)
  • Each RM has trucks which dispatches for work along with driver, technician etc

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