FSL Basics Flashcards
Mobile employees who can perform field service work
Service Resources
Teams of service resources that are assigned to service appointments as a unit
Service Crews
Regions where field service work is performed
Service Territories
Skills required to perform field service tasks
Skills
Times when field service work can be performed for service territories, service resources, and customer accounts. Operating hours are made up of time slots: a time period within a day when field service work can be completed.
Operating Hours
Tools to track the time your field service employees are spending on tasks
Time Sheets
Times that service resources can work. Shifts can extend operating hours so that you can create service availability outside of normal hours.
Shifts
Plans that help you track preventative maintenance work using auto-generated work orders
Maintenance Plans
Parts for services that can be requested, required, transferred, and consumed in field service work
Product Items
Requests for a part or parts
Product Requests
Transfers of inventory between locations
Product Transfers
Records of inventory returns or repairs
Return Orders
Appointments for field service work
Service Appointments
Templates for customer-facing reports summarizing the status of service appointment and work orders
Service Report Templates
Requests for field service work
Work Orders
Templates for common field service work, such as cable installations or furnace repairs
Work Types
Designed to automate responses to various scheduling disruptions, such as gaps or overlaps caused by cancelations, changes in job completion times, or emergencies. By creating multiple recipes for each category of disruption, the dispatcher can ensure an automated, efficient, and systematic adjustment to the schedule, directly addressing the need for a streamlined response to common scheduling issues.
Scheduling Recipes
Broad optimization service designed to optimize the schedule for multiple service territories over a specific range of days.
Global Optimization
Provides a solution for adjusting schedules within the current day based on unforeseen changes.
In-Day Optimization
Tailors the schedule for individual service resources based on changes to their availability or job assignments.
Resource Schedule Optimization
A work rule that ensures a service resource is available to perform a service appointment. It can be configured to schedule breaks automatically, account for travel time, or set up short breaks between service appointments, such as the 30-minute lunch break.
Resource Availability
A work rule that ensures a service appointment is assigned only to primary or relocation members of the appointment’s service territory.
Match Territory
A work rule that enforces scheduling preferences based on a checkbox field on service resources, such as the “Active” field that indicates whether a service resource is active.
Match Boolean
Work rule that enforces primary and secondary territory memberships.
Working Territories
Work rule that ensures a service appointment’s required resource preferences are respected.
Required Resources
