Activate Field Service Territory Planning

You can activate the Field Service Territory Planning plugin (com.snc.fsm_territory_planning) for Field Service Management if you have the admin role. The application includes demo data and installs related applications and plugins if they are not already installed.

Avant de commencer

Field Service Territory Planning requires the installation of Dispatcher Workspace plugin (com.snc.uib.fsm_dispatcher_workspace) to access the Territory Planning console.

Role required: admin

Pourquoi et quand exécuter cette tâche

Activation of Field Service Territory Planning activates Field Service Management (com.snc.work_management) and Territory Planning (com.snc.territory_planning) plugins if they are not already active.

The following items are installed with Field Service Territory Planning:

• Roles
• Tables
• Script includes
• Business rules
• Properties
• Query rules

For more information, see Field Service Territory Planning components.

Procédure

1. Navigate to All > System Applications > All Available Applications > All.
2. Find the Field Service Territory Planning plugin (com.snc.fsm_territory_planning) using the filter criteria and search bar.

   You can search for the plugin by its name or ID. If you cannot find a plugin, you might have to request it from ServiceNow personnel.

3. Select Install to start the installation process.
   Remarque :

   When domain separation and delegated admin are enabled in an instance, the administrative user must be in the global domain. Otherwise, the following error appears: Application installation is unavailable because another operation is running: Plugin Activation for <plugin name>.

   You will see a message after installation is completed. For information about the components installed with a plugin, see Find components installed with an application.

Résultats

The Field Service Territory Planning plugin when activated successfully adds the default territory model, Field_Service_Territories to the Field Service configurations, inside the Add-ons tab.

Remarque :

You must activate the Field_Service_Territories model after setting up your territories to schedule work order tasks based on territories. For more information, see Enable the Field Service territory model.