Key Topics

Question 1

Explain Field Service Part Sourcing and Transfer Process

Answer 1

Part Sourcing and Transfer process uses Transfer Order Line Task Records, associated to a parent Transfer Order Line record, to move though the various states and stages.

Question 2

Explain Field Service Part Sourcing and Transfer Process

Answer 2

Sourcing a part is the process of reserving and obtaining an asset described in a part requirement record, either by ordering it from a vendor or transferring it from one stockroom to another.

In most cases, field service agents source parts themselves, but depending on an organization’s business process, parts can also be sourced by field service Qualifiers and/or field service

Dispatchers.

A field service qualifier can:

Determine if parts are necessary to execute work order tasks during the qualification phase
Source the parts required
Create transfer order lines

A field service dispatcher can:

Source the parts required
Create transfer order lines
Move the parts through the transfer process

A field service agent can:

Source the part requirements
Create transfer order lines
Move the parts through the transfer process
Accept delivery of the parts and records part usage

Question 3

Explain the process for transfer order line tasks

Answer 3

First, the “ready for fulfillment” transfer order line task is generated

Next the “prepare for shipment” and “receive” tasks are generated.

Once the prepare for shipment task is closed, the receive task is set to closed skipped, and the ship task is generated.

Upon closure of the ship task, the receive task is set back to an open state. Upon closure of the receive task, the deliver task generated, which is the final task in the sequence

Question 4

Explain the Default stock room while sourcing part

Answer 4

See image

Question 5

Name the two assignment methods for tasks and their components

Answer 5

Dynamic Scheduling
* Geolocation
* Skills
* Parts
* Availability
* Task Windows
* Dependencies

Manual Assignment
* Manually assign tasks to field agents
* Ability to auto-dispatch tasks based on location and skills

Question 6

What are the steps to configure Dynamic Scheduling?

Answer 6

1. Create task filters to identify specific lists of tasks
2. Create task ordering rules
3. Define task un-assignment constraints
4. Validate the configuration

Question 7

What criteria is considered for dynamic scheduling?

Answer 7

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Question 8

Explain the Dynamic Scheduling Process

Answer 8

The process begins with tasks pending dispatch.

Manual triggering is when a dispatcher selects multiple tasks in the dispatch queue and uses the Auto-Assign option. Dynamic scheduling is run for the selected tasks and agent recommendations for each task are presented for dispatcher confirmation.

The automatic triggering can happen immediately when the filter conditions are satisfied or at regular intervals, as defined by a system administrator.

Groups are identified and optimized. The system looks to see if auto assignment is enabled or disabled. If auto assignment is disabled, dynamic sscheduling is run, and options are returned to the dispatcher for confirmation. If auto assignment and immediate assignment are enable, then dynamic scheduling runs immediately, and the task are assigned. If auto-assignment is enabled, but immediate assignment is disabled, then the tasks are added to a scheduled job batch, and tasks are assigned at the specified interval.

Note: To set the max number of tasks that can be selected when running dynamic scheduling manually, edit the com.snc.dynamic.scheduling.maxtasks system property. It is recommended to not use more than 50 tasks at a time.

Question 9

What system property sets the max number of tasks that can be selected when running dynamic scheduling manually?

Answer 9

com.snc.dynamic.scheduling.maxtasks

recommended max is 50

Question 10

Confirm Assignment Pop-Up Window Categories

Answer 10

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Assigned vs. Reassigned
Not Assigned vs. Unassigned