Work Order Assignment for Engineers Handling Their Own Requests

Work Order Assignment for Engineers Handling Their Own Requests

I’m setting up FSM for a business where there are multiple engineers, but each engineer handles their own process end-to-end  receiving the service request, creating the work order, and completing the field service job.

I noticed that I must create an Appointment before the Work Order shows as assigned to the engineer.

Is this the standard process?
And is there any suggested method or solution to simplify this workflow for teams where each engineer manages their own requests and jobs?

Thanks!


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