FSM: Create Initiate Qualify Dispatch and assign Work Order Task |
- Create a work order.
- Initiate and qualify a work order.
- Dispatch a work order.
- Assign a work order task to an agent.
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FSM: Part Sourcing |
- Source any part to an agent's stock room from the work order task.
- Create a transfer order line for the part sourcing.
- Use this part for any work order to consume it using the Part
Usage action.
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FSM: Part Usage |
- Source any part to an agent's stock room from the work order task.
- Use this part for any work order to consume it using the Part Usage
action.
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FSM: Questionnaire |
Create a questionnaire and associate it with a work order task. |
FSM: Field Service Configuration |
Verify that the default configuration such as task assignment method,
qualification requirement, PDF summary and agent's ability to accept or reject
tasks is preserved. |
FSM: Planned Maintenance |
Create a planned maintenance work order with weekly interval time for printer
maintenance. |
FSM: Appointment Booking Configuration |
Verify that the default configuration for appointment booking is preserved
and that the point of sale service and catalog item exists in the system. |
FSM: Create Work or Personal Schedules |
Create personal or work schedule for agents. |
FSM: Field Service Property Settings |
Verify that the field service system properties preserve expected
values. |
FSM: Work Groups |
Verify that field service agents can be added to work groups. |