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Field Service Management overview module

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Field Service Management overview module

The Field Service Management overview module is a homepage that displays various field service reports.

The widgets on this page help users track and manage aspects of the Field Service Management processes, such as work orders, work order tasks, and dispatch locations.

Note: If you have tasks defined with assignment groups of the type Vendor, additional reports display useful information for tracking vendor tasks and performance.
Access to the Field Service Management overview module is granted to a specific set of user roles. Access is limited for users with non-administrative roles. The different levels of access include:
  • View: the user can view the overview page and refresh reports.
  • Customize: the user can refresh, add, delete, and rearrange reports and other widgets.
Table 1. Field Service Management overview module roles
Role Access
admin View, customize
sm_admin View, customize
sm_agent View
wm_basic View
wm_dispatcher View
wm_initiator View
wm_qualifier View
wm_initiator_qualifier View
wm_initiator_qualifier_dispatcher View
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