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Field Service Management (FSM) Implementation

Learn the practical skills to accelerate field service management implementations.

GK# 821236

Course Overview


ServiceNow Field Service Management (FSM) helps companies efficiently manage location-based work tasks. Field Service Management Implementation focuses specifically on field service management applications and related functionality, most of which may be configured during an implementation using a low-code or no-code approach. Field Service Management Implementation provides practical skills to accelerate field service management implementations.


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What You'll Learn


In this two-day interactive course attendees gain the skills for the effective implementation of the ServiceNow Field Service Management application. This course is designed for Implementation Specialists responsible for set-up and configuration of the Field Service Management applications. A combination of lecture, group discussions, group activities, and lab work helps attendees develop skills to achieve the following:

  • Validate foundational data
  • Analyze and implement customer business requirements
  • Use industry good practice for field service management implementation
  • Discuss common field service management integration scenarios and good practices
  • Set-up field service business and assignment configuration
  • Configure work order form and mandatory skills
  • Create advanced maintenance plans and maintenance schedules
  • Configure central dispatch and dynamic scheduling
  • Automate transfer order line task assignment using flow designer
  • Configure appointment booking service
  • Configure advanced time recording and time sheet policy
  • Create a targeted communication
  • Configure contextual knowledge for work orders and work order tasks


Viewing outline for:

Classroom Live Outline

Module 1: Field Service Management Implementation Planning


  • FSM features, process, and data review
  • Field service industry good practices
  • FSM implementation good practices
  • Process Integrations
  • Foundation data planning


  • Lab 1.1 Prepare to Implement Field Service Management


Module 2: Implementing Field Service Processes


  • Validate Foundation Data
  • Configure Field Service Process, Assignment, and Add-ons
  • Configure Work Order Creation
  • Configure Time Recording


  • Lab 2.1 Validate Foundation Data
  • Lab 2.2a Configure Approval Workflow
  • Lab 2.2b Field Service Configuration
  • Lab 2.3a Configure Mandatory Skills
  • Lab 2.3b Create a Work Order Template
  • Lab 2.4 Create an Advanced Maintenance Plan
  • Lab 2.5 Configure Advanced Time Recording


Module 3: Optimizing Inventory & Scheduling Operations


  • Scheduling and Dispatch Configurations
  • Dynamic Scheduling Configuration
  • Parts Sourcing and Transfer Process automation


  • Lab 3.1a Configure Central Dispatch
  • Lab 3.1b Configure Dynamic Scheduling
  • Lab 3.2 Automate Transfer Order Line Task Assignment using Flow Designer


Module 4: Implementing Field Service Mobile


  • Agent Mobile Application Overview
  • Field Service Mobile Configurations
  • Mobile Migration Considerations


  • Lab 4.1 Configure VIP Tasks Applet


Module 5: Implementing Related Processes


  • Customer Experience Configurations
  • Appointment Booking Configuration
  • Configure Targeted Communications
  • Configure Field Service Knowledge Base and Contextual Search


  • Lab 5.1a Configure Appointment Booking
  • Lab 5.1b Appointment Booking – Advanced Availability Configuration
  • Lab 5.2 Create a Targeted Communication and Notification
  • Lab 5.3 Configure Contextual Knowledge for the Field Service Knowledge Base



Who Should Attend


The ServiceNow Field Service Management Implementation course is for Customers, Partners, and Employees who implement features, functions, and data associated with field service management.

Course Delivery

This course is available in the following formats:

Classroom Live

Receive face-to-face instruction at one of our training center locations.

Duration: 2 day

Virtual Classroom Live

Experience expert-led online training from the convenience of your home, office or anywhere with an internet connection.

Duration: 2 day

Request this course in a different delivery format.