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Support for Re-visits
It is very common that a second visit is required when the job can't be completed. Reasons can be that a part needs ordering, the customer is absent or the engineer gets diverted mid travel or work to a more urgent issue. One way of handling this is to use a booking status with FS Status of cancelled, this then has the downside that no Time Entries are created eventhough the Resource will have spent time on travel or work. So can we enable time entry creation for cancelled bookings via a switch (and show them in the scheduler depending on reason code? Alternatively we could create a new Resource Requirement based on an 'Incomplete' reason on a booking with FS status 'Completed' this should then also set the WO status to Open-Unscheduled as is not Open-Completed. -
Enable Surveys from Field Service Task
Oftentimes Field Service Techs collect CSAT questionnaire responses when they complete a Work Order. They do this on their device. Field Service has Inspection functionality which can be used for this purpose and the data appears to be structured the same way as surveys, but they sit in different tables. it would be good to be able to set this up as a survey. Also in Field Service you would need an option to lock the survey once it has been populated. -
Configurable Entity Lookup Filters
At the moment you can select a row from a table, say an Asset. But all Assets are selectable. I don't see how this can be useful with a system where there could be hundreds or thousand of assets on a device. It should filter on the Assets at the Service Account for the Work Order. Similarly, why would you be able to select any Account? Surely this needs to be the Account from the Work Order. Or Contacts - there could be tens on the device. How is the engineer going to pick the right one?
Ideally the lookup should be a similar control as in a model driven app ie configurable.
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Manually create Bookings should inherit duration from Work Order
Oftentimes you have to create a booking manually from the workorder without going through the schedule board or assistant. The typical use case is where a 3rd party performs the work. They assign their techs on their own system and then just tell you the resource and date. To see these on the scheduler you have to create a booking manually from the WO.
When doing so the WO's total estimated duration does not get inherited by teh booking and so you have to enter it manually. It is also not possible to configure this easily as a mapped field.
This behaviour should change so that the Booking inherits the duration from the work order as it does elsewhere.
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