Configuring Field Service Work Configurations

Field Service Work Configurations allows you to create work configurations for different types of work. A work configuration identifies the configurations and the data required for specific field service work.

Configuration overview

The steps for setting up Field Service work configurations are:

1. Activate Field Service Work Configurations

   Activate the Field Service Work Configurations plugin (com.snc.fsm_work_types) for Field Service Management if you have the admin role.

2. Set up work configurations

   Use Field Service Work Configurations to customize the data that is captured when work is done on different types of work order tasks.

3. (Optional) Manage work configurations

   Change Field Service Work Configurations that you create after you make them. This can be helpful if a process has changed or you need to add a new field.

4. (Optional) Setting up a work order template with work configurations

   Set up Field Service Work Configurations can be set up to work with work order templates.

5. (Optional) Setting up dynamic scheduling configuration with work configurations

   Set up Field Service Work Configurations can be set up to work with dynamic scheduling.

6. Example workflow for Field Service Work Configurations

   Explore how to use Field Service Work Configurations for a break-fix task for an MRI Scanner.