Configuring Field Service with Service Locations

Install and set up Field Service with Service Locations to add and verify service locations on demand.

The following tasks provides general steps to set up the Field Service with Service Locations feature.

Configuration overview

The steps for configuring Field Service with Service Locations are:

1. Activate Field Service with Service Locations Support

   You can activate the Field Service with Service Locations Support (com.snc.fsm_service_locations) plugin if you have the admin role. The application includes demo data and installs related plugins if they are not already installed.

2. Mapping a service location to a parent location

   Map a service location to a parent location by setting parent determination rules.

3. Set the default validation option for service locations

   Set the default validation option that will be used when adding locations to a work order or work order task.

4. Customize fields for mapping location

   Customize ad-hoc fields for setting location appropriate location for work orders pr work order tasks when you add location using map interface.

5. Add Service Locations functionality to a work order catalog item in the Customer Service Portal

   Add Service Locations functionality to a work order or work order task catalog item to enable the ability to add a location on demand.

6. Set the limit of maximum service locations added per day

   Set the limit of maximum service locations that can be added per day by an external user.

7. Set the default location on a map

   Set the initial default location for a service location on a map.