Assign a Travel Mode to a Service Territory or Service Territory Member in Workforce
Scheduling
Assign a travel mode to a service territory or service territory member so that the engine
can consider the resource’s routing and travel preferences. Routing requests are based on the
travel mode selected at the service territory level unless specified otherwise at the resource
level. In this case, the resource territory membership setting overrides the territory-level
setting. Only primary territory members can have a travel mode assigned to them. The primary
service territory member’s assigned travel mode determines the travel mode for all service
appointments for that resource, regardless of the service territory of the appointment. Travel
modes are relevant to field work only.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions |
| User Permissions Needed |
| To configure Workforce Scheduling travel modes: |
Workforce Scheduling Admin |
| To view travel modes: |
Read on travel modes |
| To create, update, or delete travel modes: |
Edit on travel modes |
| To assign a travel mode to a service territory or service territory
member: |
Edit on service territory and/or service territory member |
For example, assign the Walking travel mode to a downtown service
territory where workers navigate on foot between appointments. Service resources assigned
to that territory use walking travel calculations for their routes.
Travel mode can’t be assigned to a secondary service territory member. All Limits and
Limitations for Scheduling and Optimization apply to travel modes.
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From the Service Territories tab, click a service territory, and
then edit the Travel Mode field.
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Select a travel mode, and then save your changes.
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To select a travel mode for a particular service territory member, click the service
territory Related tab, and then click the required service resource
name under Service Territory Members. The service resource must be
a primary territory member.
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Edit the resource’s service territory.
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Select the travel mode for that resource and save.
