Field & Community Services Cases and Activities can be assigned a priority level. These priorities can be used as a filter to help triage all current cases and activities and are also available as color-coded icons in the Map View.
Go to your Field Services module and click your Username > Configuration > Priority Levels to get started.
What user permissions do I need to configure my Field Services priority levels?
- Field & Community Services access (Shelterluv user permission to access the module)
- Can edit configuration (Field Services module user permission)
Configuring Priority Levels
To get started, you'll need to configure which priority levels are available to be used by your team. Like other configurations, each priority level can be toggled on/off as needed by clicking on the eye next to each one:
We've provided up to five levels of priority that you can toggle on or off:
- P1 (Red) This is considered the highest priority level.
- P2 (Orange)
- P3 (Yellow)
- P4 (Green)
- P5 (Blue)