Qualify work order tasks in CSM Agent Workspace

task australia Updated Sep 10, 2026 1 min read qualify-workorder-tasks-workspace.md
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Qualify work order tasks associated with a work order to dispatch them to agents who can work on the task.

Before you begin

Role required: wm_qualifier and sn_customerservice_agent, or wm_qualifier and sn_customerservice.consumer_agent

Procedure

  1. Click the List icon ([Omitted image "ListIcon.png"] Alt text: List icon)

  2. Navigate to Work Orders > Awaiting Qualification

  3. Select the work order that has the work order tasks you want to qualify.

  4. To qualify a work order task:

    1. Select the work order task.
    2. In the Dispatch group field, click the search icon, and select a dispatch group.
    3. Click Save. The work order task moves to Pending Dispatch state. When all work order tasks related a work order are qualified the work order moves to Qualified state. For more information on qualifying work order tasks, see Qualify work order tasks
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