Creating a job template in the Pega Field Service Admin portal
As a business administrator, create a job that defines the work that a field worker must perform to resolve a customer request. A job can be any size and duration. Within a job, you can configure the services required to perform the job.
In the Pega Field Service Admin portal, click
.In the Create job window, on the Details tab, enter a name and a short description for the job.
In the Job type field, select a related job type.
In the Status field, select one of the following options:
- If the job is active in the system, select Active.
- If the job is not active currently but you might activate it later, select Inactive.
- Optional:
On the Services tab, click Add service to associate a service with this job, and then complete the displayed fields.
A service is a specific item of work that is part of a customer issue, such as the repair of a configured product. For more information, see Creating a service template in the Pega Field Service Admin portal. Click Submit.
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