Set criteria for quality review

task australia Updated Sep 10, 2026 1 min read set-criteria-for-quality-review.md
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Configure criteria to determine which closed work order tasks qualify for review, enhancing efficiency and maintaining high service standards.

Before you begin

Role required: admin, or wm_admin

About this task

Out of the box, a task qualifies for review when one of the following criteria is met.

  • The task’s work type is “Install”
  • The task is associated with a retired asset
  • Five or more closed tasks in the past month are associated with the same asset
  • The task is closed by a contractor

Follow these steps to customize the criteria to suit your needs.

Procedure

  1. Navigate to All > Field Service > Quality Administration > Review Configuration.

  2. In Workflow Studio, update the Flow Variables.

  3. Select Save.

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