Complete proxy actions on Field Service Manager Mobile

task australia Updated Sep 10, 2026 1 min read proxy-action-manager.md
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Perform a work order task action for a technician who can't act themselves. The action is logged as performed by you on the technician's behalf, and the task stays assigned to the technician.

Before you begin

Role required: wm_manager, sn_fsm_tp.fsm_territory_resource_manager

A proxy policy must already authorize you to act on the technician's work order tasks. If you don't see proxy actions on a task, ask your administrator.

Procedure

  1. Open Field Service Manager Mobile.

  2. Open the work order task you want to take an action on.

  3. Choose the action to take.

    Action What to do
    Accept Confirm the action. No additional fields are required.
    Reject Select a reason for rejecting the task and enter any additional details.
    Start travel / Start work Enter the actual time the action occurred, converted to the technician's time zone.
    Close complete Enter the actual work end time and closure notes.
    Close incomplete Enter the actual work end time, select whether to create a follow-on task, and enter a reason for the incomplete closure.
  4. Confirm who to take the action on behalf of, and fill in the form.

  5. Select Confirm.

Result

The action is taken on behalf of the person you selected.

Related topics

Proxy actions in Field Service Management

Configure proxy actions

Keywords proxy actionsmanager mobilework order task
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