Workforce Scheduling Rule Type: Working Territories

Service resources can have only one primary service territory at a time, but multiple secondary territories. Optimization requests that include a service resource’s secondary territory memberships must also include the corresponding primary territory membership. Secondary territory memberships must be identical to, or contained within, the primary territory membership for a particular time and resource. If the secondary territory memberships aren’t fully covered by a primary territory membership, availability applies only to the overlapping period. The secondary service territory doesn’t need to be contained within the primary service territory. Scheduling and optimization is supported only for service territories with at least one primary service territory member. By default, the Working Territories rule considers only secondary territories. If you want the optimizer to consider the primary territory as well, select Working Location Enable Primary on the work rule.

If service resources frequently move between service territories, use a Working Territories work rule.

Create work rules from Setup. Find and go to Workforce Scheduling, and under Appointment Scheduling Logic, select Work Rules. To view or add work rule fields open the Object Manager in Setup and select the Work Rule custom object. To add work rules to a scheduling policy, see Create and Manage Scheduling Policies in Workforce Scheduling.