Field Service Management reference

Reference topics provide additional information about Field Service Management components that are installed automatically when you activate the Field Service Management plugin.

• Components installed with Field Service Management
  Several types of components are installed with Field Service Management.
• Roles required for Field Service Guided Setup
  Different roles are required to perform various steps in Field Service Guided Setup.
• Section 508 compliance features
  You can view and interact with the certain Field Service features using Section 508 compliance features.
• Work order task fields in the Field Service Contractor application
  The Details tab in a work order task provides information about a task that helps an agent or manager to understand the task scope.
• Components installed with additional plugins for Field Service Management
  Several types of components are installed with the additional plugins for the Field Service Management application.
• Schedule Optimization components
  Components installed with Schedule Optimization include tables, roles, constraints, objectives, and properties.
• Schedule Optimization travel estimate providers
  Travel estimate providers used by Schedule Optimization.
• Intra-day schedule automation flows and subflows
  The flows and subflows for configuring intra-day schedule automation.
• Task assignees table for crew members or equipment
  The task assignees table shows all the crew members or equipment assigned to a given work order task.
• Calendar event icons in Dispatcher Workspace
  Become familiar with the icons on calendar events to identify what they indicate.
• Map iconography in Dispatcher Workspace
  Unique map pins and icons in the dispatch map that mark the location of tasks and agents.
• Linear Assets Support properties
  Linear assets support for Field Service Management uses the following system properties, which are located in the System Properties [sys_properties] table.
• Advanced resource filter tables
  The tables that contain the values administrators must enable for dispatchers to use to create resource filters can be found listed below.
• Data model for denormalized tables in Field Service Management
  Use the table below to reference the Field Service Management weekly resource span denormalized table.
• Learn about appointment availability settings
  Settings in the application configuration determine how the appointment booking feature determines availability.
• Learn about task assignment
  The application configuration works with the Field Service Management configuration for task assignment.
• Learn about triggers for work schedules
  Trigger types determine the initiation of the execution of the work plan.
• Field Service Management script includes
  Script includes used in Field Service Management help configure agent scheduling, dispatch operations, part management, integrations, and more.