Setting up work orders and tasks
Summarize
Summary of Setting up work orders and tasks
Work orders in Field Service Management (FSM) are essential for organizing and communicating the work required for Field Service agents. Each work order can be divided into multiple work order tasks, providing a structured, task-driven process to manage complex jobs efficiently. Work orders capture key details such as customer information, locations, and associated assets, while work order tasks specify the precise activities, skills, and resources needed.
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Configuring Work Orders and Tasks
- Work Orders: Configure FSM to use a task-driven approach where creating a work order automatically generates a linked task record, improving clarity and project structure.
- Work Order Tasks: Categorize tasks by type to standardize assignments (e.g., specific assignment groups). Tasks can require agents to complete questionnaires like safety checklists and support automatic time tracking that logs labor efforts.
Optional Configurations to Enhance Work Orders and Tasks
- Field Service Work Configurations: Tailor task data fields for different workflows, such as maintenance or break-fix tasks, to capture relevant cost and duration information.
- Planned Work Management: Manage recurring activities like maintenance and inspections by scheduling flexible work plans via the Planned Work Management application (admin role required).
- Access Hours Auto-Population: Automatically set default access hours for tasks based on customer preferences, ensuring tasks are scheduled only during accessible times (requires Access Hours Management plugin and admin role).
- Linear Assets Support: Enable management of linear assets (e.g., roads, cables) by activating the Enterprise Asset Management plugin (admin role required).
- Playbooks for FSM: Guide agents through structured sequences of activities for specific task types, helping manage task life cycles effectively.
- Customer Experience Configuration: Provide customers with updates and enable agent tracking and feedback by installing the Customer Experience plugin (wmadmin role required).
- Request Task Management: Split complex requests into separate tasks for assignment to different people, locations, or schedules.
- Quality Management: Add a "Reviewer" role for task review and feedback by installing the FSM Quality plugin (wmadmin role required).
Access Control and Security
FSM access is primarily role-driven, with the wmagent role allowing operational tasks such as updating and canceling tasks, potentially even if not assigned. To tighten security and access control, administrators can enforce:
- Record and field-level Access Control Lists (ACLs)
- Pre-query filtering (CSM Query Rules)
- Dynamic filtering (Before Query business rules)
- UI-level restrictions using UI policies
For strict data isolation between departments or sensitive data separation, enabling domain separation is recommended, providing domain-specific access controls and controlled data sharing.
When work is required, create a work order to provide information for the Field Service agents to fulfill the request. Create work order tasks to break down the tasks required to complete the work order.
You can use Field Service Management and only set up work orders and work order tasks to start work. Or you can set up additional configurations to automate some of the process around creating and managing work orders and work order tasks.
Configuration overview
The steps for setting up work orders and tasks are:
- Configuring work orders
Configure Field Service Management to use a task-driven process, wherein each work order encapsulates a list of essential tasks. Upon the creation of a work order, a corresponding task record is instantly generated. Task-driven processing can provide structure and clarity for intricate projects.
Work orders in Field Service Management store information about requested work, including customer names and addresses, locations where work is to be performed, and any associated configuration items. Work orders can include one or more tasks that contain specific details about the work to be performed, such as required agent skills or part requirements. Work orders are the driving force behind Field Service Management. They define what Field Service agents must do to complete their jobs.
- Configuring work order tasks
Categorize work orders are comprised of at least one, but usually multiple, work order tasks. You can categorize work order tasks by type so that work order tasks of the same type are consistent, like if a certain type of task always requires a specific assignment group. Additionally, you can require agents to complete questionnaires before, during, or after completing a task. For example, if you want agents to complete a safety checklist before starting a task, you can use questionnaires. Work order tasks also allow for automatic time recording that tracks and translates time worked on a task into a time card.
- (Optional) Configuring Field Service Work Configurations
Customize the information captured on a work order task to better suite similar but different workflows. For example, maintenance and installations can have a fixed cost associated with them, but break-fix tasks may need to capture additional information related to the cost and duration of the task. With Field Service work configurations, you can set up these task types to capture specific information.
- (Optional) Configuring Planned Work Management
Manage flexible work plans for any recurring activity that requires regular maintenance. For example, you can use planned Work management to schedule maintenance, inspections, or audits. You can install the Planned Work Management application (com.snc.fsm_planned_work_management) if you have the admin role.
- (Optional) Configuring the auto-population of access hours in a work order task
Define default access hours for a work order task based on customer preferences such as account, location, or asset, enables the auto-population of the access hours for the task. For example, you can set the access hours for a business to guarantee that work order tasks are only assigned to the location when it’s open. You can activate the Field Service Management Access Hours Management plugin (com.snc.fsm_access_hours) for Field Service Management if you have the admin role.
- (Optional) Activate linear assets support in Field Service Management
Enable effective management of assets like roads, telephone lines, or fiber cables. You can enable the Field Service Management application to support linear assets by activating the Enterprise Asset Management plugin (com.sn_eam) if you have the admin role.
- (Optional) Configuring Playbooks for Field Service Management
Enable agents to manage the life cycle of work order tasks by guiding them through sequences of activities. Playbooks show detailed workflows associated with a specific type of work order task and the activities that must be completed to resolve that task.
- (Optional) Configuring Field Service Management Customer Experience
Provide customers with timely updates about their reported issues, enabling them to track the location of agents and provide agent feedback. You can install the Field Service Management Customer Experience plugin (com.snc.fsm_customer_experience) if you have the wm_admin role.
- (Optional) Request task management
Split requests into separate tasks. This can be helpful if you want to assign different parts of a task to different people, assign parts of a task to people in different locations, or schedule parts of a task to be completed at different times.
- (Optional) Configuring Field Service Quality Management
Add the "Reviewer" role to Field Service Management. The reviewer can review tasks and provide feedback. You can install the Field Service Management plugin (com.sn_fsm_quality) if you have the wm_admin role.
- Enforce access control at record and field levels. For more information, see Configure an ACL rule.
- Apply pre-query filtering. For more information, see CSM Query Rules.
- Apply dynamic filtering. For more information, see Before Query business rules.
- Apply restrictions at the UI level. For more information, see Using UI policies.
To enforce strict separation between different departments or to separate sensitive data, domain separation is recommended. It ensures data isolation, domain-specific access controls, and controlled data sharing.