Hierarchy and Grouping of resources on Schedule board


On the schedule board, resources are listed in alphabetical order. Resource type (User, Contact, equipment etc.) is not considered while ordering the list of resources. We can think of two options here 1. Creating a hierarchy of resources using Roles and Resource Types and showing the list of re...

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Category: Universal Resource Scheduling (238)

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Track Customer Asset movement


While working with one of the customer I came across an interesting requirement to track movement of the customer assets. The scenario is as below 1. A work order is created to service a customer asset located at a customer location. 2. The resources planned for the work order involves technici...

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Category: Customer Asset (8)

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Create Work order from Power BI system dashboard


With Power BI report/ dashboard getting enabled as a system dashboard in model-driven apps (in 2020 wave-2 release), field service organizations can make data-driven decisions and generate trackable actions in the form of work orders. Enabling organizations to create work orders directly from Pow...

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Category: Work order (59)

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Creating Incident Type from a work order


Currently, avenues for incident types are as below. 1. Creating incident type from model-driven app 2. Uploading incident types through importing 3. improving Incident type through AI suggestions While creating a work order for which no specific Incident type is available (consider a situation...

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Category: Work order (59)

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Provide recommendation for each Inspection question response


While working with a customer from the insurance domain, I came across a requirement wherein they perform property surveys as part of the policy recommendations or renewals. The surveys involve a lot of questions and based on the responses received for different questions, the surveyor provides a...

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Category: Inspections (44)

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Allow schedule board view settings for overnight shifts


A common business scenario is to create specific schedule board tabs for different dispatchers who are managing work orders belonging to different territories. While working with a pharma customer (a chemical production plant) we are evaluating applicability of Field service application to trac...

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Category: Universal Resource Scheduling (238)

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Set work hours for alternate week or month


Resource work hours has been kind of a gray area, which over the period of time has seen improvements in user interface. However, from functional perspective it still lacks sort of flexibility that Field system administrators would definitely welcome. Manually setting work hours for individual ...

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Category: General (71)

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