Published at: 2025-10-31
External Service Group Setup and Work Order Assignment Configuration
1. Service Provider (Enterprise) Service Group
2.1 Service Flow: Dispatcher > Service Group > Service Provider > Service Provider Engineer
- Configure the dispatcher to assign internal engineer service groups at the workflow node. For details, refer to: Dispatcher > Service Group > Service Provider > Service Provider Engineer
- For manual Work Order assignment by service group dispatchers, refer to: Service Group Dispatcher: Work Order Assignment
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2.2 Service Provider (Enterprise) Service Group Configuration
- Service Group Type: Internal (Note: Since dispatchers are internal personnel, select “Internal”)
- Service Group Member Type: Service Provider Enterprise
- Service Group Name: Can be named by region or function
- Dispatchers in Service Group: Configure dispatchers for manual assignment scenarios when workflow reaches the service group assignment node
- Service Group Members: Select Service Provider Enterprises (multiple selections allowed)
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2.3 Service Provider (Enterprise) Service Group Assignment Rules
- Manual: Dispatchers manually assign Work Orders to Service Provider Enterprises within the group
- Order Grabbing: Eligible Service Provider Engineers within the group can freely claim Work Orders assigned to this service group
- Automatic: Assign Work Orders to Service Provider Enterprises within the group based on specific rules: Round-robin, Balanced, or Fastest Assignment
- Round-robin: Assign all Work Orders to Service Provider Enterprises in sequence
- Balanced: Prioritize assignment to Service Provider Enterprises with the fewest daily Work Orders
- Fastest: Prioritize assignment to Service Provider Enterprises with the fewest pending Work Orders
- Note: Rule-based assignment is not supported
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3. Hybrid Service Group
3.1 Service Flow: Dispatcher > Service Group > Service Provider > Service Provider Engineer
3.2 Hybrid Service Group Configuration (Service Provider Enterprise + Internal Engineers)
- Service Group Type: Internal (Note: Since dispatchers are internal personnel, select “Internal”)
- Service Group Member Type: Hybrid
- Service Group Name: Can be named by region or function
- Dispatchers in Service Group: Configure dispatchers for manual assignment scenarios
- Service Group Members: Can include both Internal Engineers and Service Provider Enterprises
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3.3 Hybrid Service Group Assignment Rules
- Manual: Dispatchers manually assign Work Orders to Internal Engineers or Service Provider Enterprises within the group
- Order Grabbing: Eligible Internal Engineers or Service Provider Engineers within the group can freely claim Work Orders - Note: Automatic assignment is not supported for hybrid service groups
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2. Service Provider Engineer (Personnel) Service Group
4.1 Service Flow: Dispatcher > Service Group > Service Provider Dispatcher > Service Provider Engineer
4.2 Service Provider Engineer (Personnel) Service Group Configuration
- Service Group Type: External Service Provider (Note: Since dispatchers are external service provider personnel, select “External Service Provider”)
- Service Group Member Type: Service Provider Engineer
- Service Group Name: Can be named by region or function
- Service Provider: Only one can be selected (but one service provider can have multiple groups)
- Dispatchers in Service Group: Configure dispatchers for Downstream Service Provider assignment scenarios
- Service Group Members: Can only include engineers from the selected service provider
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4.2 Service Provider Engineer (Personnel) Service Group Assignment Rules
- Manual: Service Provider dispatchers manually assign Work Orders to Service Provider Engineers within the group - Note: Order Grabbing is not supported for this type of service group
- Automatic: Assign Work Orders to Service Provider Engineers within the group based on specific rules: Round-robin, Balanced, or Fastest Assignment
- Round-robin: Assign all Work Orders to Service Provider Engineers in sequence
- Balanced: Prioritize assignment to Service Provider Engineers with the fewest daily Work Orders
- Fastest: Prioritize assignment to Service Provider Engineers with the fewest pending Work Orders
- Note: Rule-based assignment is not supported
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