Use the Field Service Management Overview dashboard

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read
  • Use the Field Service Management Overview dashboard to review the work orders by their order of priority. You can also view tasks by their assignment groups.

    Overview dashboard with charts showing work order and work order task information.

    Required ServiceNow AI Platform roles

    The wm_basic role is needed to track the status of work orders.

    Use cases

    The following use case provides an example of how an internal manager would use this dashboard.
    Table 1. Example of how the Field Service Management Overview Dashboard is used
    User Dashboard use
    All users with the wm_basic role Reviews the work order tasks by priority. Understands the state of the work order tasks.

    Data visualizations

    Table 2. Work order visualization options
    Title Type Source table Description
    Work order by priority Pie [wm_order] Overview of work orders based on their priority.
    Work order SLA by stage Pie [task_SLA] Overview of work order tasks by their stage, such as In progress, Achieved, or Breached.
    Work order tasks by state

    Bar

    [wm_task] Overview of work order tasks by their current state of progress.
    Work order tasks by assignment group

    Bar

    [wm_task] Overview of work order tasks based on the different assignment groups.