Change management for Field Service components

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Various plugins, script includes, and business rules are installed with the Change Management for Field Service application.

    Plugin

    The Change Management for Field Service application (sn_fsm_chg_mng) plugin must be activated. For more information on the steps to activate a plugin, see Install Change Management for Field Service.

    Table 1. Script Includes installed with Change Management
    Script Include Description
    ChangeRequestWorkOrderUtil Updates the change request work notes when any of the following actions happen:
    • The state of work order changes.
    • The change request is automatically closed when the work order is closed
    • The work order is deleted.
    ChangeWorkOrderIntegration Provides the default implementation that helps integrating the change requests with work orders using the extension point.

    Business rules

    Change Management for Field Service adds the following new business rules.
    Table 2. Business rules installed with Change Management
    Business Rule Table Description
    Cancel Work Order Change Request

    [change_request]

    		 Cancels the work order when the change request is canceled.
    Populate Window Start/End with Change Service Order Task

    [sm_task]

    		 Populates the window start and end dates of the work order task with the planned start and end dates that are defined in the change request.
    Update Change with Work Order Changes Work Order

    [wm_order]

    		 Updates the change request when the state of the work order changes. Automatically closes the change request if the work order is Closed Complete.
    Update Work order deletion to Change Work Order

    [wm_order]

    		 Updates the work notes of the change request if the work order is deleted.
    Validate Requested Due By with Change Work Order

    [wm_order]

    		 Validates whether the requested due by date that is defined on the work order is before the planned end date of the change request.
    ValidateWindowStartEndDatewithChange Work Order Task

    [wm_task]

    		 Validates whether the window start and end date of the work order task is scheduled within the start and end dates of the change request.

    Roles

    Change Management for Field Service modifies the following existing role.
    Table 3. Roles updated with Change Management
    Role title [name] Description Contains roles
    Field Service Management Agent

    [wm_agent]

    		 Manages actual task time and performs work on site. Agents can view parent change request details from the work order task. sn_change_read