Ursa Major Solar (UMS) has implemented Field Service using a private record access model. UMS has also set work types to automatically generate…

In a private sharing model for Service Appointments, access must be explicitly granted. The "Share dispatched service appointments with their assigned resources" setting in Field Service Settings automates sharing when an appointment is dispatched to a resource. This ensures the assigned technician can see the record. Additionally, users with appropriate permissions can use the standard Salesforce "Sharing" button on a Service Appointment record to manually share it with other users, groups, or roles, providing a flexible, ad-hoc method for granting access.

B. The Service Appointment's parent record can be shared with the assigned resource. This shares the parent (e.g., Work Order), not the Service Appointment directly. While it may grant access via implicit sharing, it's an indirect method.
D. Make the dispatcher the assigned resource on the Service Appointments. This assigns the work to the dispatcher, not the technician who needs to perform the service. It doesn't solve the technician's visibility issue.

1. Salesforce Help, Field Service Settings. The "Share dispatched service appointments with their assigned resources" checkbox is described under the Dispatching section.

2. Salesforce Help, Share Records Using the Sharing Button. This document outlines the standard manual sharing functionality available on records, including Service Appointments, depending on sharing settings.