Configure the qualification state for work orders

task brazil Updated Sep 10, 2026 1 min read configure-qualify-fsm.md
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Enable work order qualification so work orders move from draft to awaiting qualification, and then qualified before they’re ready for dispatch. Qualification allows for a quality check to make sure that the work order meets a certain standard before it moves to the next step.

Before you begin

Role required: admin

Procedure

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

  2. Turn on the switch that says Qualification is required for new requests.

    [Omitted image "switch-qualify.png"] Alt text: qualify task switch

  3. Select Save.

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