Configuring Field Service Management using Guided Setup

The Field Service Management Guided Setup provides a sequence of tasks that help you import and configure the foundation data for Field Service Management on your ServiceNow instance.

始める前に

Role required: wm_admin

このタスクについて

Use guided setup to step through the initial Field Service Management configuration. Guided setup assists you with planning the roll-out of the product and performing the basic configuration. Guided setup organizes configuration activities into categories and helps you track your progress.

注:

This guided setup assists you with only the basic configuration and doesn’t include all the features and capabilities of Field Service Management.

手順

1. Navigate to All > Administration > Guided Setup and select Get Started.
2. Select Get Started for the desired module.

   Tasks associated with the selected module are displayed.

3. Select Configure to begin the module setup.
4. オプション: Select Mark as Complete when you complete a task.
   For more information on the roles required to perform the guided setup, see Roles required for Field Service Guided Setup.