Field Service Management (FSM) Implementation (EN)

Popis kurzu

Learn practical skills to accelerate the implementation of field service management applications and related functionality, most of which may be configured using a low-code or no-code approach.

This 2-day course is designed for Implementation Specialists responsible for setup and configuration of the Field Service Management application and related functionality. A combination of lectures, demonstrations, topic debriefs, hands-on lab exercises, and knowledge checks helps learners develop relevant skills for successful field service management implementations.

Cíle kurzu

• Identify implementation stakeholders, resources, and contributors to success


• Validate foundational data and relationships (locations, groups, users, customers, accounts, contacts, stockrooms, products, assets, etc.)


• Recall geolocation capabilities, benefits, and configuration options


• Configure field service business process lifecycle, state flows, assignment methods, and add-on settings


• Configure a work order approval workflow


• Configure work order and task form views


• Leverage work order templates to streamline work management activities


• Create a questionnaire using survey designer


• Create and manage skills


• Assess skills calculations and configuration options


• Create advanced maintenance plans and schedules


• Evaluate scheduling and dispatch capabilities


• Configure scheduling and dispatch tools for optimal experience


• Inspect the dynamic scheduling configuration, process, and calculations


• Configure dynamic scheduling to solve for specific business requirements


• Assess the part sourcing and transfer process and configuration options


• Automate transfer order line task assignment using flow designer


• Configure time recording categories, rate types, and time sheet policies


• Configure appointment booking services


• Create a targeted communication


• Configure contextual search for knowledge


• Evaluate key considerations for implementing field service mobile


• Evaluate customer experience capabilities

Předpoklady

Mandatory Prerequisites:

• Field Service Management (FSM) Fundamentals

Recommended Prerequisites:

• ServiceNow Platform Implementation (Instructor-led or On Demand)


• Flow Designer: Create a Flow


• Flow Designer: Create Subflows and Actions


• Field Service Part Sourcing and Transfer Fundamentals


• Dynamic Scheduling Fundamentals

Studijní materiály