Configuring Planned Work Management

  • リリースバージョン: Australia
  • 更新日 2026年03月12日
  • 所要時間：2分

    • Configure Planned Work Management to create and manage the planned work activities with recurring schedules at regular intervals.

    Configuration overview

    The steps for setting up planned work management are:

    1. Install Planned Work Management

      Install the Planned Work Management application (com.snc.fsm_planned_work_management) if you have the admin role.

    2. (Optional) Use extension point for planned work management

      Use extension points to build on the Field Service Management functionality without changing the application code.

    3. Configuring work plans

      Create a work plan for a product model, or other criteria, such as location or asset. For example, you can set up the work schedule to specify that service is performed every six months for the first two years from the date of purchase, or after completing 10,000 miles, whichever comes first.

    4. (Optional) Configure schedule occurrence suppression

      Suppress duplicate planned work tasks when different schedules overlap.

    5. (Optional) Configure work order grouping for a work plan

      Group multiple work orders for a work plan into a single work order based on the defined criteria.