Contractor dashboard in the configurable workspace
Use this dashboard to review the status of work order tasks, agent rating, and work distribution by type and state.
Required ServiceNow AI Platform roles
- The wm_contractor_manager_int role is needed to track the status of work orders and agents from the contractor companies.
- The wm_dispatcher role is needed to view work orders.
Access the contractor dashboard in the configurable workspace
To open the dashboard, navigate to Field Service > Workspaces > CSM/FSM Configurable Workspace.
Use cases
For examples of how different people in your organization would use this dashboard, see these use cases.
| User | Dashboard use |
|---|---|
| Internal Manager | Reviews the work order task progress and agent feedback results based on the selected contractor company and date range. Click any area of a chart to see the corresponding records. |
Data visualizations
| Title | Type | Source table | Description |
|---|---|---|---|
| Non compliant appointments | Single Score |
[wm_task] | Number of appointments not started on time. |
| Task rejects | Single Score |
[wm_task_rejection] | Number of work order tasks rejected by the contractor manager. |
| Close completed tasks | Single Score |
[wm_task] | Number of work order tasks closed by agents. |
| Agents | Single Score |
[sys_user] | Number of agents associated with the contractor company. |
| Average agent rating | Single Score |
[wm_agent_rating] | Average rating of all the agents in the contractor company. |
| Task SLA breached | Semi Donut |
[task_SLA] | Data work order tasks that have breached the task SLA. |
| Work distribution by work type | Pie |
[wm_task] | Percentage of work order tasks divided based on the type of work, such as install, break fix, and so on. |
| Work distribution by state | Pie |
[wm_task] | Percentage of work order tasks divided based on their real-time status, such as Assigned, Work in Progress, and so on. |
Filters
| Name | Type | Description |
|---|---|---|
| Contractor | Reference | Filter the report results based on a selected contractor company or all. |
| Date Range | Date | Filter the report results based on the selected date range, such as last 30 days. |