Color Palettes

Gantt

Gantt Map

Appointment List

resource availability

extended match

match field

required resources

Global optimization doesn't reschedule appointments that have rule violations.

The optimizer uses a scheduling policy different from what is used on the dispatch console.

The territory of the resources was not included in the global optimization request.

There are no service resources available with the required skill levels.

Create a Capacity-based Resource and delete that Resource after three weeks.

Create a Resource and give them 24-hour availability for the next three weeks.

Create a Capacity-based Resource and give them 24-hour availability for the next three weeks.

Create a Capacity-based Resource and give them Capacity for the next three weeks.

Attach Knowledge Articles to Work Order Line Items Only.

Manage Attached Articles and Search the Knowledge Base.

Attach Articles to Work Orders and Work Order Line Items.

Include Quick Actions and Global Actions in Attached Articles.

Create Milestones, set up Entitlement Process, display the related List on the Work Order Page Layout.

Set up Entitlement Process, set up Service Contracts, display the related List on the Contact page Layout.

Create Contract Line Items, set up Entitlement Process, display the related List on the Asset Page Layout.

Create Milestones, set up Entitlement Process, display the related List on the Account Page Layout.

Work Orders will have multiple Service Appointments. Each Service Appointment will be linked to the Asset.

Each Asset will have a Service Appointment that will represent the work needed for each machine.

Each Account will have a Service Appointment that will represent the work to be done at the customer site.

Work Orders will have multiple Work Order Line Items. Each Work Order Line Item will be linked to the Asset and have a Service Appointment.

A work order related list on asset

A custom installation date field on products consumed

Field history tracking on asset

The standard installation date field on asset

Create a new Service Appointment for each site visit.

Create a new Child Work Order for each site visit.

Create a new Product Consumed for each site visit.

Create a new Work Order Line Item for each site visit.

Confirm the Technician's mobile device is online.

Review Service Appointment automation.

Verify the Dispatcher ran the Service Appointment data Job.

Investigate the Work Order lifecycle.

The Scheduling Policy Used field is blank.

The scheduling policy is producing too many candidates that qualify for each Service Appointment.

Most service appointments have the same priority.

The Calculate travel and breaks Field Service Setting is disabled for the Service Resource Availability work rule.

Travel Speed Unit, Actual Travel Time

Estimated Travel Time, Minimize Travel

Minimum Grade, Default Operating Hours

Street Level Routing, Default Travel Speed

Create a new Scheduling Policy that includes Service Objectives in this order: Minimize Overtime,

Minimize Travel, Preferred Service Resource, Skill Level, Resource Priority, ASAP.

Select the new policy as the Scheduling Policy for the Scheduled Optimization Job.

Create a custom Quick Action for Booking Appointments and Candidates that use the new

Scheduling Policy.

Create a new Scheduling Policy that includes Service Objectives in this order: ASAP, Resource

Priority, Skill Level, Preferred Service Resource, Minimize Travel, Minimize Overtime.

Company colours

Company address

Company style sheets

Company logo

Technician hours at client location.

Technician work orders completed

Technician hours traveling

Technician hours per day.

Set the Geolocation Update Frequency field to zero for contractors.

Add the Exclude Technician from Geolocation Tracking permission to a permission set and assign it to contractors.

Uncheck the Geocoding field on the Contractor's profile.

A Uncheck the Collect Service Resource Geolocation History field in Field Service Mobile Settings.

Create a new work order line item for each site visit.

Create a new product consumed for each site visit.

Create a new child work order for each site visit.

Create a new service appointment for each site visit.

Create a work order and work order line

Create return order and return order line item

Create a product request and product request line item

Create a return order and relate it to the product

Define Same Resource and Same Start dependencies.

Define Start After Finish and Same Day dependencies.

Define a Start After Finish dependency.

Define a Same Start dependency.

Create Work Types for all tasks requiring an estimated versus baseline value. Train Service Technicians to select the appropriate Work Type, and then update the “Duration” field on the Work Order Line Item.

Train Dispatchers to update the “Duration” field when Work Orders are created. Train Service Technicians to select the appropriate Work Type, and then update the “Duration” field on the Work Order Line Item.

Create Knowledge Articles with the baseline durations for each Product. Train Service Technicians to associate the appropriate Knowledge Article, and then update the “Duration” field on the Work Order Line Item.

Create Work Types for all tasks requiring an estimated versus baseline value. Train Service Technicians to select the appropriate Work Type, and then update the “Duration” field on the Work Order.

Define “cannot complete” as a pinned status for auto-dispatch services.

Define “cannot complete” as a pinned status for scheduling and optimization services.

Ensure that status transitions are configured to prevent the update from “cannot

complete” to “none’.

Ensure that status transition are configured to allow the status update from “cannot

complete” to “scheduled”.

Create Multiple Work Orders Line Items per service.

Select the relevant Work Types for each Resource.

Assign the appropriate Skills to Resources.

Use Work Types with required Skills.

The same resource and same day fields appear on the service appointments page

layout.

The complex work visual force page is added to the service appointments page layout.

A dependency has been created between the two appointment and the start time are

the same.

The checkbox uses all-or-none scheduling for related appointments in field service

setting is selected.

The dependency type is set to start after finish and day on the service appointment in

the dependency.

Add the field history tracking related list to the assets page and configure the asset

relationships object

Add the related asset related list to the asset page and configure the product request

object

Add the related asset related list to the asset page and configure the asset

relationships object

Add the field history tracking related list to the asset page and configure the product

request object

Utilize a custom Price Book specific to each country.

Utilize the standard Price Book with pricing rules applied.

Utilize a custom Price Book with pricing rules applied.

Utilize a standard Price Book specific to each country.

Train Technicians to use Duplicate Work Order feature.

Launch the Work Order Standardization Wizard.

Create a standard set of Work Order Line Items.

Create Work Types for use on Work Orders

Select the service appointment from the list, user the "change status" action and

"dispatch"

Select the service appointment from the list and the "schedule" action

Select multiple service appointment from the list and bulk schedule them

Select a service appointment from the list, use the "candidates" action, and select the

best time slot

Select a service appointment from the list, use the "edit" action and allocate the

Resources

Work Order Line Items require a Case for the field technician to perform the work.

All Work Order Line items inherit the required Skills for the associated Asset.

Work Order Line Items require a Service Appointment for a field technician to perform the work.

Scheduled Work Order Line Items have to be completed on a daily basis or rescheduled the end of day.

Add the Resource as a Required Resource on the Contact.

Add the Resource as a Required Resource on the Account.

Add the Resource as a Preferred Resource on the Work Order.

Add the Resource as a Preferred Resource on the Asset.

Edit the service appointment and add a new service resource.

Create a new service appointment with a different crew.

Use the crew management tool to add service resources to the crew.

Update the service crew on the service appointment’s work type.

Create a work rule with two required skills

Create a two-service crew

Create a crew with two technicians

Create two service appointment

Conform the technician mobile device is online

Investigate work order life cycle

Verify the dispatcher ran the service appointment data job

Review service appointment automation

Minimize travel service objectives and resources priority services objectives

Maximize travel from home and working territories

Required resources and maximum travel from home

Minimize travel service objective and preferred resource services objectives

Create a Product Request and Product Request Line Item.

Create a Return Order and relate it to the Product.

Create a Work Order and Work Order Line Item.

Create a Return Order and Return Order Line Item.

Create one Work Order and add Work Order Line Items based on the Price Book selected on the Work Type.

Create one Work Order for each Price Book and use Work Types to assign the Price Book to each Work Order Line Item.

Create one Work Order and override the price on Work Order Line Items for products on the Preferred Price Book.

Create one Work Order for each Price Book and add Work Order Line Items to the appropriate Work Order based on its Price Book.

Creating milestones for word orders requires an entitlement for case

Creating milestones trackers requires a custom lightning component

Creating entitlements for work orders requires a custom lightning component

Creating entitlement for class and work order must be separated

Auto-generate work orders with a 14-day Generation timeframe.

Associate a required skill called site visit to a maintenance plan.

Auto-generate work orders with a 14-day Generation horizon.

Associate a work type called site visit to a maintenance plan.

Assign a permission set

Modify the user profile

Update the public group membership

Modify the user record

Create a map polygon of the affected area to select service appointments for

rescheduling.

Create a report to identify service appointments in the area and notify service

resources.

Push reschedule notifications to service resources using the field service lightning

mobile app.

Configure a new scheduling policy to change service appointments.

Service Due Date

Customer Working Hours

Customer Entitlement

Service Urgency