Course Outline
1 - Configure Field Service
- Introduction to configuring Field Service
- Defining products and services
- Defining tax codes
2 - Resource Scheduling Configuration
- Mapping and location information
- Configuring resource components
- Defining account preferences
3 - Defining and Configuring Bookable Resources
- Defining bookable resources
- Resource pools, crews and facilities
4 - Configure Incidents
- Creating an incident
- Using service tasks
5 - Inventory and Work Order Management
- Configure Field Service work orders
- Creating work orders
- Managing work orders
6 - Field Service Agreements
- Using Field Service agreements
- Set up bookings
- Set up invoices
7 - Inventory and Purchasing
- Manage customer assets
- Manage inventory
- Purchasing and returns
8 - Field Service Mobile
- Mobile client overview
- Install and deploy Field Service mobile projects
- Manage mobile projects
- Deploy the mobile client
9 - Universal Resource Scheduling
- URS overview and configuration
- Enabling entities for URS
- Customize entities for URS
10 - Managing Scheduling Options
- Using the schedule board
- Schedule items
- Rescheduling and substituting resources
- Crew and pool scheduling
11 - Customizing the Schedule Board
- Configure the board
- Create additional schedule boards
- Use views to enhance the schedule board
- Configuring schedule board queries and filters
- Working with requirement groups
12 - Advanced Scheduling Options
- Working with resource scheduling optimization
- Defining optimization goals
- Defining optimization scopes
- Defining optimization profiles
- Single resource scheduling
Target Audience
This course is designed for IT professionals with experience or interest in delivering Field Service solutions for large-scale customers.