Universal Containers (UC) has enabled Salesforce Field
Service and installed the managed package. UC wants to
ensure that Technicians can update their own
appointments' status using the Dispatcher console Gantt
chart.
Which steps should the Consultant take to meet these
requirements?
A custom approval process on work orders is used to define the steps and criteria for approving a work order before it can be closed. A custom validation rule on work orders is used to check the data entered on a work order and prevent it from being saved if it does not meet the specified conditions. By using these configurations, the system can prevent work orders from being closed until the customer service report is signed.
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