Configuring Contractor Management

You can configure Contractor Management to set up interactions with contractor companies and their managers and agents.

Use Contractor Management to set up interactions with contractor companies, their managers and agents, and work order task assignments to be performed at customer sites. Add contractor companies and external managers, onboard and offboard external agents, and create work groups for external field agents.

You can use guided setup to step through the initial configuration of Contractor Management tasks in order or access them separately as you need to configure them:

• Activate Field Service Contractor Management
  Activate the Field Service Contractor Management plugin (com.snc.fsm_contractor_management) to use the Contractor Management application. This plugin includes demo data and activates related plugins if they are not already active.
• Onboard a contractor company
  Onboard a contractor company to outsource field service tasks. The contractor company then sends its employees to the customer location to perform required tasks.
• Onboard an external manager
  Onboard a manager from a contractor company to manage, review, and assign the outsourcing and assignments of work order tasks to their field agents.
• Create a work group for external field agents
  Create groups to assign work to external field agents based on your requirements such as skills, location, and product models so you can route work order tasks to the most qualified field agents
• Add external assignment groups to the dispatch group
  Add external vendor assignment groups to the dispatch group to assign work order tasks directly to these external groups.
• Onboard an external agent
  Onboard an agent for contractor company to assign the work order tasks.
• Offboard an external agent
  Offboard external managers or agents of the contractor company to terminate their services.
• Adding additional managers
  Appointing additional managers in your organization ensures the continuity of work in the absence of a primary manager.

Related concepts

• Field Service Contractor Portal
• Work order tasks on the Field Service Contractor Portal
• Record the usage of assets on the Contractor Portal
• Requesting and receiving required parts