Complete a proxy action in Workforce

task brazil Updated Sep 10, 2026 1 min read proxy-action-workforce.md
Raw file servicenow.com

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_basic

About this task

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. Navigate to Managers, navigate to All > Field Service > Manager > Workforce.

  2. Select a task.

  3. Select the More actions icon.

  4. Select the proxy action you want to take.

    Note: A confirmation message names the technician and states that the action will be logged as performed by you on their behalf.

  5. Confirm the pop-up, or complete the form, for the action you selected.

    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. The field displays the technician's time zone so you can enter the correct time even if you're in a different 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.

Result

The action is recorded, and the activity stream logs it with your name, the action, and the technician's name.

Related topics

Proxy actions in Field Service Management

Configure proxy actions

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