Setup & Configuration Flashcards
How many Security roles are created as part of a Field Service implementation?
5
What are the Security Roles that come as part of the solution?
- Admin
- App Access
- Dispatcher
- Inventory Purchase
- Resource
Can these roles be modified?
Yes
Administrative settings?
Characteristics Territories Priorities Warehouses Postal Codes Products Bookable Resources Price Lists Time Groups Payment Terms Incident Types Tax Codes Booking Statuses Service Task Types Booking Rules
What types of Product and Service categories are there?
Inventory - products sold and deducted from inventory (big items like printers)
Non-inventory - products sold but not tracked in inventory (smaller items like a cord)
Services - sold on time and materials basis (hourly basis)
How can Duration of Service be calculated?
Duration of Service - manually entered on mobile by field agent or derived from elapsed time between work orders
Price Lists can be associated with:
Accounts, Work Orders, Agreements or Products/Services
What Price List is used if a Product has a different Price List than the Work Order?
Work Order Price List takes precedence.
If an item is NOT on the Work Order Price List, then where will the Price come from?
The List Price on the Product
In terms of Field Service, what is a Resource?
Users in the application, equipment used to perform service, 3rd party Account that contracts with your organization, or Contacts.
How can you classify your Resources for better management of Scheduling?
Characteristics (skills, certifications, etc.) or Category Associations can be included. Characteristics are do yo have CRM and how proficient are you at it. Categories indicate whether you are a technician, developer or whatever.
What is Drip Scheduling?
The technicians cannot necessarily see everything that is on their schedule. Just shows you what’s next not the entire schedule. Then, you cannot cherry pick from the options.
