Section 508 compliance features

Xanadu Field Service Management
Release
xanadu
ft:locale
en-US
ft:publication_title
Xanadu Field Service Management
ft:clusterId
fsm
bundleId
fsm
workflow
Customer and Industry
  • Field Service Management
  • Exploring Field Service Management
  • Field Service Management Guided Setup
  • Integrated work order entry
  • Customer Experience in Field Service Management
  • Work order insights powered by Predictive Intelligence
  • Process Mining for Field Service Management
  • Optimizing Scheduling and Dispatching operations
  • Dynamic scheduling
  • Intelligent Task Recommendation
  • Schedule Optimization
  • Dispatcher Workspace
  • Dispatcher dashboard
  • Capacity and Reservations Management
  • Field Service Crew Operations
  • Field Service Territory Planning
  • Mobile experience for Field Service Management
  • Playbooks for Field Service Management
  • Field Service Marketplace
  • Inventory management in Field Service Management
  • Workforce Optimization for Field Service
  • Virtual Agent for Field Service Management
  • Field Service Quality Management
  • Linear asset support
  • Monitoring and analytics for Field Service Management
  • Planned Work Management
  • Field Service Management workflow examples
  • Field Service operations workflow example
  • Field Service preventive maintenance workflow example
  • Field Service IT workflow example
  • Configuring Field Service Management
  • Planning your Field Service Management implementation
  • Domain separation and Field Service Management
  • Extension points in Field Service Management
  • Global domain configurations
  • Configuring Field Service Management using Guided Setup
  • Activate Field Service Management
  • Additional plugins for Field Service Management
  • Setting up your workforce
  • Configuring Google Maps API keys
  • System properties for Google Maps in FSM
  • Google Maps APIs for Field Service capabilities
  • Configuring locations
  • Adding locations
  • Locations in Field Service Management
  • Configuring Field Service with Service Locations
  • Activate Field Service with Service Locations Support
  • Mapping a service location to a parent location
  • Create parent determination rules for service locations
  • Set the default validation option for service locations
  • Add Service Locations functionality to a work order catalog item in the Customer Service Portal
  • Set the limit of maximum service locations added per day
  • Set the default location on a map
  • Configuring users
  • Setting up Field Service user groups
  • Manage Field Service and Customer Service skills
  • Mandatory skills
  • Configuring the mandatory skills feature
  • Migrate skills to the Task Skill table
  • Configuring Field Service Territory Planning
  • Activate Field Service Territory Planning
  • Creating geographies
  • Creating a GeoJSON geography
  • Create a matching attributes geography
  • Create a composite geography
  • Edit a geography
  • Create a Field Service territory
  • Configuring resources for territories
  • Assign groups to a territory
  • Add agents to a territory
  • Add crews to a territory
  • Add suggested agents to a territory
  • Add managers to a territory
  • Modify the resource membership of agents or crews associated with a territory
  • Enable the Field Service territory model
  • Configuring an agent calendar
  • Create an event configuration for an agent calendar
  • Create a personal event for an agent or technician
  • Configuring Field Service Crew Operations
  • Activate Field Service Crew Operations
  • Create crews in Field Service Management
  • Add skills to a crew
  • Add an equipment skill
  • Create ad hoc task-specific crews
  • Update the crew requirement of a work order task
  • Add Field Service crew members
  • Configure the leader role to identify crew leaders
  • Configuring contractor capabilities
  • Configuring Contractor Management
  • Activate Field Service Contractor Management
  • Onboard a contractor company
  • Onboard an external manager
  • Create a work group for external field agents
  • Add external assignment groups to the dispatch group
  • Onboard an external agent
  • Offboard an external agent
  • Adding additional managers
  • Configuring Field Service Marketplace
  • Activate Field Service Marketplace
  • Create a marketplace engagement method
  • Modify marketplace eligibility criteria for Field Service Marketplace
  • Configuring Field Service Capacity and Reservations Management
  • Activate Field Service Capacity and Reservations Management
  • Capacity Reservations reservation rules
  • Create capacity allocation schedule
  • Create a capacity definition
  • Create capacity buckets to distribute the workload capacity for a day
  • Create a demand channel
  • Create a capacity assignment
  • Override capacity assignment for a changed work schedule
  • Example workflow for assigning tasks to agents based on Capacity and Reservations
  • Configuring Workforce Optimization for Field Service
  • Activate Workforce Optimization for Field Service
  • Setting up scheduling in Workforce Optimization for Field Service
  • Setting up Teams Workforce Optimization for Field Service
  • Setting up coaching in Workforce Optimization for Field Service
  • Configure an indicator to display in the Coaching Overview tab in Workforce Optimization for Field Service
  • Set up skill prediction to resolve similar tasks in Workforce Optimization for Field Service
  • Configure a list menu to display in the Learning tab in Workforce Optimization for Field Service
  • Integrate third-party learning management systems with the Coaching with Learning application
  • Setting up work orders and tasks
  • Configuring work orders
  • Configuring work order templates
  • Create a work order template
  • Create a knowledge article for a work order template
  • Configuring SLAs for Field Service Management
  • Manage a work order SLA
  • View a task with an SLA
  • Suspend and resume SLA timing from a work order
  • Suspend and resume SLA timing from a work order task
  • Delete an SLA from a work order
  • Work order states
  • Configure the qualification state for work orders
  • Customizing State flows
  • Configure state flows for work orders and work order tasks
  • State flow dictionary overrides
  • Work notes in state flows
  • Field controls in state flows
  • Trigger events on state changes
  • Rebuild state flows
  • State flow cleanup
  • State flow example
  • Configuring Template Management for Field Service
  • Activate Template Management for Field Service
  • Configuring data mapping
  • Create field mapping from a source table to a work order
  • Enable work order template to fetch data from the source table
  • Configuring standalone task templates
  • Create a work order task template
  • Enable a work order template to create relevant tasks for a work order
  • Configuring Signed PDF summaries for closed work orders
  • Configuring work order tasks
  • Create work types for a work order task
  • Work order task states
  • Configure the Scheduled state
  • Configuring work order questionnaires
  • Activate Field Service Questionnaire
  • Create a questionnaire for a work order or task
  • Configuring Time Recording for Field Service
  • Activate Time Recording for Field Service
  • Configure time recording categories for Field Service Management
  • Configuring Field Service Work Configurations
  • Activate Field Service Work Configurations
  • Set up work configurations
  • Manage work configurations
  • Setting up a work order template with work configurations
  • Setting up dynamic scheduling configuration with work configurations
  • Configuring Planned Work Management
  • Install Planned Work Management
  • Using extension point for planned work management
  • Configuring work plans
  • Create a work plan
  • Configure a work schedule
  • Associate a work order template to a work schedule
  • Create planned work records
  • Suppress schedule occurrences of your planned work orders
  • Reschedule the planned work order
  • Configuring the auto-population of access hours in a work order task
  • Activate Field Service Management Access Hours Management
  • Define access hour preferences for a work order task
  • Activate linear assets support in Field Service Management
  • Configuring Playbooks for Field Service Management
  • Install Playbooks for Field Service Management
  • Activate Playbooks for Field Service Management
  • Configuring Field Service Management Customer Experience
  • Activate Field Service Management Customer Experience
  • Customer notifications for work order tasks
  • Configuring request task management
  • Task windows
  • Create a task template for common task requests
  • Clone a request task
  • Configuring Field Service Quality Management
  • Activate Field Service Quality Management
  • Setting up inventory and asset management
  • Configuring stockrooms
  • Create stockroom for Field Service Management assets
  • Configuring Resource Scheduling
  • Activate Resource Scheduling
  • Create an equipment category
  • Create an equipment instance
  • Add skills to an equipment instance
  • Setting up CSM/FSM Configurable Workspace
  • Configuring Dispatcher Workspace
  • Activate Dispatcher Workspace
  • Define colors for work order states
  • Configure time zones for dispatchers
  • Example – Time zones for dispatchers
  • Configure the fields to appear on task cards or in the contextual side panel
  • Determine the tasks to appear in the task panel
  • Configure user groups for dispatchers in Dispatcher Workspace
  • Configure filters for dispatchers
  • Configure sort options for task panel
  • Configure agent list sort options
  • Configure event body fields
  • Change the number of days that dispatchers can hide off shift agents
  • Configure the appearance of the map in Dispatcher Workspace
  • Map pins in Dispatcher Workspace
  • Change the assigned graphics of map pins on the dispatch map
  • Configure settings for Dispatcher Workspace
  • Change the graphic for calendar event icons
  • Change the fields that display calendar event icons
  • Clear Dispatcher Workspace resource filters
  • Configuring communication from Dispatcher Workspace
  • Setting up dynamic scheduling in Dispatcher Workspace
  • Customize Dispatcher Workspace
  • Customizing the contextual side panel in Dispatcher Workspace with UI Builder
  • Customizing the agent card in Dispatcher Workspace with UI Builder
  • Customizing the calendar grid in Dispatcher Workspace with UI Builder
  • Customize the pop over fields on the calendar in Dispatcher Workspace
  • Configuring collapsed mode in Dispatcher Workspace
  • Configuring Field Service Territory Planning Console
  • Configuring a map overlay
  • Configure territory fields to appear in Territory Planning console
  • Enable identification of relevant territories for a work order or work order task
  • Setting up Field Service in CSM Agent Workspace
  • Configuring Workforce
  • Configure event types to appear on the Team calendar in Workforce
  • Workforce system properties
  • Configure team calendar visibility for group members
  • Configure territory view to allow users to see other members' schedules
  • Setting up a Field Service scheduling method
  • Configuring Schedule Optimization
  • Activate Schedule Optimization
  • Create a policy for Schedule Optimization
  • Add objectives to a policy
  • Add constraints to a policy
  • Configure the policy to assign preferred technicians to tasks
  • Configure the policy to enable dispatchers to prioritize work order tasks
  • Create a scheduling attribute for Schedule Optimization
  • Setting up a travel estimate provider
  • Configure the travel estimate provider
  • Configure beans.ai travel estimate provider
  • Set up a connection and credential for Beans.ai travel estimate provider
  • Create a scope for Schedule Optimization
  • Create a batch for Schedule Optimization
  • Optimizing technician schedules at set intervals throughout the day
  • Activate intraday optimization
  • Configure intraday optimization
  • Configuring log levels for detailed optimization analysis
  • Set the Schedule optimization logging level
  • View Schedule Optimization logs
  • Example- Schedule Optimization validation messages
  • Example- Schedule Optimization
  • Configuring Dynamic Scheduling
  • Activate dynamic scheduling
  • Learn Dynamic scheduling process engine
  • Example - Dynamic Scheduling
  • Roles and personas required for Dynamic Scheduling
  • Setting up agent schedules for dynamic scheduling
  • Set up Field Service Management to use dynamic scheduling
  • Configure dynamic scheduling
  • Create a task filter for dynamic scheduling
  • Matching criteria for task filters
  • Create a task ordering rule
  • Create a task unassignment constraint
  • Example - configure dynamic scheduling to assign preferred technicians to tasks
  • Example - configure dynamic scheduling to ignore excluded technicians
  • Setting up Intelligent Task Recommendations
  • Activate Intelligent Task Recommendation
  • Create Task Recommendation Policies
  • Create a filter constraint or a ranking criteria for a task recommendation policy
  • Map applications to Intelligent Task Recommendation policies
  • Create custom recommendation criteria
  • Providing a script for custom task recommendation criteria
  • Configuring Route Optimization
  • Additional scheduling configuration options
  • Configuring Task Bundling
  • Activate Field Service Task Bundling
  • Dynamic task bundling
  • Create a task bundling policy
  • Create a task bundling rule
  • Add qualifiers to a task bundling policy
  • Schedule dynamic task bundling
  • Run a task bundling policy manually
  • Configuring Appointment Booking
  • Appointment availability
  • Task assignment
  • Appointment booking email and SMS notifications
  • Enable or disable appointment booking
  • Create or modify an appointment booking application configuration
  • Configure an appointment booking record producer
  • Create or modify an appointment booking service configuration
  • Create appointment booking service configuration rules
  • Create appointment booking advanced configuration
  • Configure variable in service catalog record producer for appointment booking
  • Create business rules to automatically create an appointment record for the catalog item variable
  • Change the day of the week that the appointment booking calendar starts on
  • Configuring Multi-day scheduling
  • Activate Field Service Multi-Day Task Scheduling
  • Setting up Soft Booking
  • Configuring Intraday schedule automation
  • Activate intra-day schedule automation
  • Copy intraday schedule automation flows
  • Change the value for agents being considered early or late
  • Change the time that determines whether an agent has acted
  • Change the recipients of notifications for intraday schedule automation
  • Configuring Auto Assignment scheduling
  • Setting up Field Service Now Mobile Agent application
  • Configure the Now Mobile Agent application
  • Connect to your Field Service data
  • Customizing UI actions for the Now Mobile Agent application
  • Configure UI actions in the Now Mobile Agent application
  • Configuring push notifications for task assignment
  • Push notifications, actions, and messages
  • Configure scheduled offline caching
  • Configure the recently closed work order tasks list
  • Configure special handling notes for the Now Mobile Agent application
  • Enable chat in the Now Mobile Agent application
  • Location tracking for mobile
  • Action-based location tracking for Field Service Management example
  • Enable dark theme in the Now Mobile Agent application
  • Configuring Site Mapping for Field Service Management
  • Activate Site Mapping for Field Service Management
  • Create a Custom Map Provider record
  • Set the default provider for a Custom Map Screen
  • Configuring Field Service Contractor for mobile feature of the Now Mobile Agent application
  • Activate the Field Service Contractor for mobile feature in the Now Mobile Agent application
  • Access the ServiceNow Agent for Field Service Contractor for mobile application
  • Activate Sidebar for the Now Mobile Agent application
  • Configuring Field Service Virtual Agent Conversations
  • Install Field Service Virtual Agent Conversations
  • Activate required Virtual Agent conversation topics for Field Service Management
  • Activate Virtual Agent conversations with NLU
  • Quick start tests for Field Service Management
  • Integrating Field Service Management with other applications
  • Integration with Customer Service Management
  • Map case fields with work order table
  • Integration with Industry products
  • Integration with Project Portfolio Management
  • Customize the work order state transition map
  • Integration with Change Management
  • Install Change Management for Field Service
  • Setting up Change Management for Field Service
  • Using an extension point to synchronize work orders with change requests
  • Create a work order from a change request in the CSM Configurable Workspace
  • View work order details from a change request using the CSM Configurable Workspace
  • View work order details from a change request using the Mobile Agent application
  • Change management for Field Service components
  • Integration with Incident Management
  • Install Incident Management for Field Service
  • Setting up Incident Management for Field Service
  • Using extension point for incident management
  • Create a work order from incident record in the CSM Configurable Workspace
  • View work order details from the incident record using the CSM Configurable Workspace
  • View work order details from incident record using the Mobile Agent application
  • Incident Management for Field Service components
  • Integration with Virtual Conferencing
  • Install Field Service Management Virtual Conferencing Integration
  • Configure Field Service Management Virtual Conferencing Integration
  • Customize the display of conference recording information
  • View details for recorded conference calls
  • Setting up FSM reports and analytics
  • Field Service Management Platform Analytics Solutions
  • Field Service Platform Analytics dashboard
  • Field Service Performance Analytics dashboard in the configurable workspace
  • Configuring Workforce reports and analytics
  • Configuring Predictive Intelligence for Field Service Management
  • Activate Predictive Intelligence for Field Service Management
  • Predictive Intelligence for defining work order solutions
  • Example: Suggest similar part requirements for work order tasks
  • Using Field Service Management
  • Managing work orders and work order tasks
  • Managing work orders
  • Create a work order
  • Qualifying work orders
  • Request additional information to qualify a work order
  • Qualify a work order
  • Move a work order task to the dispatch queue
  • Example - Create task without qualifying a work order
  • Closing work orders
  • Cancel a work order
  • Delete a work order
  • Create a signed PDF summary for a work order
  • Apply a work order template
  • Managing work order tasks
  • Create a work order task
  • Clone a work order task
  • Delete a work order task
  • Assign preferred agents to tasks
  • Exclude Field Service agents from being assigned work order tasks
  • Create dependencies between work order tasks
  • Create a work order task dependency using a work order template
  • Create work order tasks in CSM Agent Workspace
  • Qualify work order tasks in CSM Agent Workspace
  • Prioritize a work order task for Schedule Optimization
  • Review a task
  • Execute work order tasks
  • Accept or reject a work order task
  • Execute a task from the agent map
  • Agent map symbols
  • Agent location
  • Manage tasks on the map
  • View work order task information
  • Customize the display of task information on the agent map
  • Start work
  • View task information on the classic mobile UI map
  • Pick up an unassigned task
  • Execute a task from the queue
  • Onsite arrival and check-in
  • Record an incidental expense
  • Complete a questionnaire for a work order or task
  • Close a work order task as complete
  • Close a work order task as incomplete
  • Cancel a work order task
  • View asset usage
  • Track the removal of an asset from a task location
  • Record the assets used during a work task
  • Track the replacement of an asset from a task location
  • Add a knowledge article to a work order or work order task
  • Record the time worked on a work order task
  • Using rate types and labor rate cards
  • Record time worked for a task or activity manually
  • Pause a work order task
  • Review time recorded for a task
  • Modify or delete time worked entries
  • Review and submit a time sheet
  • Review and approve time sheets
  • Field Service Management SLAs
  • Use an SLA map
  • Access an SLA map
  • SLA map symbols
  • Filter an SLA map
  • Manage a task that has an SLA
  • Managing inventory in Field Service Management
  • Part requirements
  • Create a part requirement
  • Copy a part requirement
  • Delete a part requirement
  • Source parts
  • Source a part and assign an agent
  • Source parts for work order tasks
  • Pick up an asset
  • Manage transfer orders
  • Consumable and non-consumable models
  • Create a transfer order
  • Move an asset through the transfer process
  • Merge transfer orders
  • Use drop off lists
  • Create a drop off list
  • View a drop off list
  • Drop off an asset
  • Managing work order tasks from the Customer or Consumer Service Portal
  • View and add comments to work order tasks from the Customer or Consumer Service Portal
  • Track the current location of field service agents
  • Track the current location of agents from email or SMS notifications
  • Collecting agent feedback
  • Preview and sign closed work orders from the Customer or Consumer Service Portal
  • Managing appointments in Field Service Management
  • Select an Appointment window
  • Manage an appointment for a customer
  • Book an appointment for a customer
  • Reschedule an appointment for a customer
  • Cancel an appointment for a customer
  • Manage an appointment from the portal
  • Book an appointment from the portal
  • Book an appointment for existing work orders and work order tasks
  • Reschedule an appointment from the portal
  • View work order and appointment details on the portal
  • Cancel an appointment from the portal
  • Manage an appointment in CSM Configurable Workspace
  • Book work order appointment in the CSM Configurable Workspace
  • Reschedule work order appointment in the CSM Configurable Workspace
  • Cancel work order appointment in CSM Agent Workspace
  • Scheduling and dispatching work order tasks to agents
  • Dispatching work order tasks
  • Field service agent management
  • Use the agent calendar
  • Managing agent calendar
  • Allow agents to start traveling before their scheduled work hours
  • Workforce
  • Change views in Workforce
  • Configure a default assignment group on the team calendar
  • Configure a default territory on the Team calendar
  • Using the team calendar
  • Managing agents and agent groups on the team calendar
  • View an agent profile
  • Update an agent's profile
  • Create a personal event
  • View personal events on the Team calendar
  • Using the map
  • Viewing agent location and assign tasks to agents
  • View agent location history map
  • Working in Dispatcher Workspace
  • Customize information on task cards and agent cards
  • Enable Dispatcher Workspace settings
  • Flag a work order task
  • Search work order tasks
  • Filter Dispatcher Workspace views
  • Search for appropriate field service agents
  • Refresh Dispatcher Workspace
  • Agent work and schedule status
  • Show or hide off shift agents from the calendar in Dispatcher Workspace
  • Change the time zone in Dispatcher Workspace
  • Suggest agents to assign to a work order task
  • Assign a work order task
  • Edit multiple tasks in Dispatcher Workspace
  • Update multiple work order tasks simultaneously
  • Manage work order tasks
  • Viewing agents and tasks in the Dispatcher Workspace map
  • Run optimization for your groups or territories from Dispatcher Workspace
  • Limit the Dispatcher Workspace map display to tasks or agents
  • Viewing an agent's calendar
  • Show and optimize the agent task route in Dispatcher Workspace
  • Using Dispatcher Workspace for crew operations
  • Create crews
  • Create ad hoc crews in Dispatcher Workspace
  • Create quick crews in Dispatcher Workspace
  • Viewing crews in the Dispatcher Workspace calendar
  • Search for crews on Dispatcher Workspace
  • Update crew requirements for the work order task in Dispatcher Workspace
  • Search for tasks that need a crew on Dispatcher Workspace
  • Identify crews and agents for crew tasks on Dispatcher Workspace
  • View crew tasks on Dispatcher Workspace
  • Assign work order tasks to crews on Dispatcher Workspace
  • Assign an ad hoc agent to the crew on a work order task
  • Add Field Service crew members in Dispatcher Workspace
  • Add resource requirement for a work order task in Dispatcher Workspace
  • Assign required resources to the task-specific crews
  • Managing ad hoc filters
  • Create an ad hoc filter
  • Create an ad hoc filter from an existing filter
  • Update a saved ad hoc filter
  • Delete a saved ad hoc filter
  • Export saved ad hoc filters
  • View agent information
  • Show that an agent is busy with a non-work order event
  • Edit or delete a non-work order event
  • Determine how overlapping tasks are assigned
  • Using the Sidebar to communicate in Dispatcher Workspace
  • Managing part requirements in Dispatcher Workspace
  • Create a part requirement in Dispatcher Workspace
  • Source parts in Dispatcher Workspace
  • View and assign scheduled tasks
  • Update scheduled tasks on Dispatcher Workspace
  • Using dynamic scheduling
  • Select and assign multiple tasks
  • Confirm Assignment pop-up window
  • Add a default agent work schedule
  • Assigning preferred agents to work on tasks
  • Display the task assignment debug log
  • Set agent status from the mobile UI
  • Set agent status from the desktop
  • Work order task start and end dates
  • Ignoring travel time of field service agents
  • Field Service Management Access Hours Management
  • Assigning work order task with defined access hours
  • View scheduling history for work order tasks
  • Run the Populate Agents Daily Schedule Table
  • Create a work schedule for an agent or technician
  • Create a schedule to use with the agent calendar
  • Using Field Service Crew Operations
  • Assign work order tasks to crews
  • Managing crew tasks using the Now Mobile Agent application
  • Add a resource to a crew task
  • Add resource requirements for a work order task
  • Change the time that an agent worked on a crew task
  • Using Field Service Marketplace
  • Push a request to Field Service Marketplace
  • Respond to a request on Field Service Marketplace
  • Withdraw from a request on Field Service Marketplace
  • Assign a task to a contractor on Field Service Marketplace
  • Use the Response Evaluation Flow
  • Field Service multi-day task scheduling
  • Assign multi-day tasks to agents
  • Using Field Service Territory Planning Console
  • View favorite territories on a map
  • View territory information in contextual side panel
  • Change map marker location in the Territory Planning console
  • Change start and end locations for agents
  • Move agents between territories in the Territory Planning console
  • Bundling work order tasks
  • Create a work order task bundle
  • Add or remove tasks from a work order task bundle
  • Assign a work order task bundle
  • Change a work order task bundle
  • Change the order of subtasks in a bundle
  • Unbundle a work order task bundle
  • Assigning equipment to a work order task
  • Assign equipment to a planned crew
  • Assign equipment to a task crew
  • Assign an equipment instance to groups
  • Create a maintenance schedule for an equipment instance
  • Use Emergency Exposure Management for Field Service agent monitoring and assignments
  • View an Emergency Exposure Management diagnostic report for an affected agent
  • Block the calendar of a field agent based on an Emergency Exposure Management diagnostic report
  • Field Service Contractor Portal
  • Log in to the Field Service Contractor Portal for the first time
  • Onboard agents on the Field Service Contractor Portal
  • Approve or reject requests for onboarding agents
  • View an agent profile on the Field Service Contractor Portal
  • Assign additional manager assignments to an agent
  • Offboard agents on the Field Service Contractor Portal
  • Work order tasks on the Field Service Contractor Portal
  • Assign outsourced work order tasks
  • Accept or reject assigned external work order tasks
  • Execute and track external work order tasks
  • View attached knowledge articles
  • Close an external work order task as incomplete
  • Record the usage of assets on the Contractor Portal
  • Record the assets used during a work task on the Contractor Portal
  • Record the removal of an asset from a task location on the Contractor Portal
  • View task SLAs on the Contractor Portal
  • View sibling tasks related to a work order
  • Record Service Management incidental expenses on the Contractor Portal
  • Complete questionnaires for a work order task on the Contractor Portal
  • Sign on closed work order on the Contractor Portal
  • Requesting and receiving required parts
  • Create and source a part requirement request on the Field Service Contractor Portal
  • Transfer part orders through the Field Service Contractor Portal
  • Track part pickups on the Field Service Contractor Portal
  • Access stockroom information on the Field Service Contractor Portal
  • View Capacity Usages information
  • Field Service with Service Locations
  • Setting ad hoc locations in work orders and work order tasks
  • Managing work orders for the planned work
  • Create work orders for upcoming days
  • Run a scheduled job to execute a planned work schedule
  • Run a planned work schedule on demand
  • Create work orders for schedule occurrences
  • Work plan example
  • Planned Work Management Home page
  • Planning calendar
  • Create and view events using the planning calendar
  • Cancel events using the planning calendar
  • Managing work order tasks using the Field Service Contractor for mobile application
  • Reassign a work order task to yourself on a mobile device
  • Reassign a work order task to an agent on a mobile device
  • Accept or reject a work order task on a mobile device
  • Create work orders for a selected asset on a mobile device
  • View knowledge articles related to a work order task on a mobile device
  • Enter incidental expenses directly from a work order task on a mobile device
  • View an agent's profile on a mobile device
  • View details screen on the Field Service Contractor for mobile in ServiceNow Agent application
  • Track or add work order task information on a mobile device
  • Close a complete work order task on a mobile device
  • Close an incomplete work order task on a mobile device
  • Pause or resume work order task tracking on a mobile device
  • View recently closed work order tasks on a mobile device
  • Sign on closed work order on a mobile device
  • Request inventory using the Field Service Contractor for mobile application
  • View inventory details using the Field Service Contractor for mobile application
  • pick up parts using the Field Service Contractor for mobile application
  • Complete questionnaires for work order tasks using the Field Service Contractor for mobile application
  • Managing Workforce Optimization for Field Service
  • Workforce Optimization for Field Service Manager Workspace dashboard
  • Scheduling in Workforce Optimization for Field Service
  • Create a work shift plan in Workforce Optimization for Field Service
  • Create an on-call shift plan in Workforce Optimization for Field Service
  • Create a schedule plan
  • Add schedule breaks to a shift
  • Publish a schedule plan for visibility into team coverage
  • Track and manage your team's schedule
  • Monitor schedule adherence of your agents
  • Analyze adherence and conformance from the time worked summary
  • Add events to the team calendar
  • Teams in Workforce Optimization
  • Coaching in Workforce Optimization for Field Service
  • Skills Overview in Workforce Optimization for Field Service
  • Assess the quality of completed tasks
  • Manage skills using Workforce Optimization for Field Service
  • Coaching with Learning
  • Mobile experience for Workforce Optimization for Field Service
  • Managing linear assets in Field Service Management
  • Create work order for a linear asset using a map
  • Use the Now Mobile Agent application to perform tasks
  • Prioritize your work using the Now Mobile Agent application
  • Plan your work order tasks
  • Assign tasks to yourself based on Intelligent Task Recommendation
  • Plan your schedule
  • Pick up an unassigned task
  • Optimize a task route
  • Accept or reject a work order task
  • Start work on a work order task
  • Activate dark mode
  • Create a sales opportunity
  • View sales opportunities
  • Complete a questionnaire for work order task
  • Use Time Sheets in the Now Mobile Agent application
  • Create a time sheet
  • Add a time card to log your work time
  • Manage time cards in the time sheet
  • Manage your inventory using the Now Mobile Agent application
  • Track inventory
  • Request inventory
  • Accept or reject part requests from peer agents
  • Picking up parts
  • Request rejected parts from other stockrooms
  • Duplicate part request
  • View transfer order lines for requested parts
  • View schedule and track the parts for drop-off
  • Analyze all work orders for a selected asset
  • Track an asset for a work order task from a mobile device
  • Register new assets
  • Move defective assets through the transfer process
  • Move excess assets through the transfer process from a mobile device
  • View install base information on Now Mobile Agent application
  • Manage your crew using the Now Mobile Agent application
  • Add members or equipment to your crew
  • Remove or release members and equipment from your crew
  • Edit member or equipment details
  • Actionable push notifications in the Now Mobile Agent application
  • Accept or reject requests from push notifications
  • View and reply to task comments from push notifications
  • Get help needed to complete jobs
  • Access the information you need using the Now Mobile Agent application
  • Complete work order tasks using the Now Mobile Agent application
  • Field Service mobile offline application
  • Manage events with the Mobile Agent
  • Create a personal event in the Mobile Agent
  • View events in the Mobile Agent
  • Edit a personal event in the Mobile Agent
  • Update equipment statuses with the Mobile Agent
  • Navigate a job site in the Mobile Agent application
  • Create a work order task using the Now Mobile Agent application
  • Using location tracking in the Now Mobile Agent application
  • Playbooks for the Now Mobile Agent application
  • Managing work order tasks for linear assets using the Mobile Agent application
  • Start work on a linear asset task
  • Using Field Service Management Virtual Conferencing Integration
  • Make a call from the Now Mobile Agent application
  • Initiate a Zoom or Microsoft Teams meeting from the Now Agent mobile application
  • Analytics and reporting for Field Service Management
  • Use the Field Service Management Overview dashboard
  • Monitoring operations in real time
  • Use the Field Service Management dashboard
  • Contractor dashboard
  • Contractor dashboard in the configurable workspace
  • Field Service Territory Capacity Analytics dashboard
  • Scheduling Health dashboard
  • Using the Field Service Safety dashboard
  • Field Service Territory Performance Analytics dashboard
  • View work order trends topics
  • Field Service Management reference
  • Components installed with Field Service Management
  • Tables installed with Field Service Management
  • Properties installed with Field Service Management
  • Dynamic scheduling system properties
  • Roles installed with Field Service Management
  • Script includes installed with Field Service Management
  • Client scripts installed with Field Service Management
  • Business rules installed with Field Service Management
  • Section 508 compliance features
  • Work order task fields in the Field Service Contractor application
  • Components installed with additional plugins for Field Service Management
  • Appointment booking components
  • Time Recording for Field Service components
  • Field Service - Signature Pad components
  • Contractor Management components
  • Field Service Marketplace components
  • Customer Experience components
  • Field Service Capacity and Reservations Management components
  • Field Service Crew Operations components
  • Intelligent Task Recommendations components
  • Field Service with Service Locations Support components
  • Field Service Territory Planning components
  • Advanced Part Sourcing components
  • Template Management for Field Service components
  • Planned Work Management Components
  • Planned Work Management system properties
  • Workforce Optimization for Field Service components
  • Field Service Task Bundling components
  • Field Service Task Bundling fields
  • Field Service Quality Management components
  • Schedule Optimization components
  • Tables installed with FSM for Schedule Optimization
  • Optimization features used with Schedule Optimization
  • Schedule optimization properties
  • Schedule Optimization travel estimate providers
  • Intra-day schedule automation flows and subflows
  • Task assignees table for crew members or equipment
  • Calendar event icons in Dispatcher Workspace
  • Existing map pins in Dispatcher Workspace
  • Linear Assets Support properties
  • Now Assist for Field Service Management (FSM)
  • Exploring Now Assist for Field Service Management (FSM)
  • Configure Now Assist for Field Service Management (FSM)
  • Skill inputs for Now Assist for Field Service Management (FSM)
  • Configure the Generate closure notes UI action
  • Configure the KB generation skill
  • Using Now Assist for Field Service Management (FSM)
  • Generate a work order task summary
  • Generate work order task closure summaries in the Mobile Agent application
  • Generate a knowledge article from the CSM/FSM Configurable Workspace and classic environment with Now Assist
  • Summarize a Sidebar discussion

Section 508 compliance features

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • You can view and interact with the certain Field Service features using Section 508 compliance features.

    Section 508 compliance features

    Access the following Field Service Management features using Section 508 compliance features:
    • Workforce Optimization for Field Service Manager Workspace dashboard
    • Managing agent calendar
    Related topics
    • Accessibility features
    Back to home page