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Adding a new sub-location in the Pega Field Service Interaction portal

Suggest edit Updated on October 6, 2020

As a customer service representative (CSR), you can add a new sub-location while collecting field service location details, if that sub-location doesn't exist in the Sub-location list. A sub-location defines the exact location for work to be performed at the customer location. For example, if the configured product is placed in the basement of the customer location, then “basement” would be the sub-location.

Before you begin: Determine the customer reported issue as described in Creating a service request and related work orders in the Pega Field Service Interaction portal.
  1. In the Pega Field Service Interaction portal, in the Collect location details window, click Add new next to Sub-location.

  2. In the Create new sub-location window, complete the displayed fields.

  3. Click Submit.

Result: The Create new sub-location window closes and the new sub-location is now available for assignment in the service request.
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