Skip to main content


         This documentation site is for previous versions. Visit our new documentation site for current releases.      
 

Creating a job template in the Pega Field Service Admin portal

Updated on March 16, 2021

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.

Before you begin: Create a job type and a service. For more information, see Creating a job type in the Pega Field Service Admin portal and Creating a service template in the Pega Field Service Admin portal.
  1. In the Pega Field Service Admin portal, click JobsAddJob.

  2. In the Create job window, on the Details tab, enter a name and a short description for the job.

  3. In the Job type field, select a related job type.

  4. 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.
  5. 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.
  6. Click Submit.

  • Previous topic Creating a job type in the Pega Field Service Admin portal
  • Next topic Creating a service template in the Pega Field Service Admin portal

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best.

Pega.com is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us