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ServiceNow Field Service Management (FSM) Implementation

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Trainingsbeschrijving

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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.

e-Learning

Zelfstudiecursus via internet in uw eigen tempo. E-Learning biedt u de mogelijkheid om te leren wanneer en waar u wilt. Het cursusmateriaal wordt online aangeboden, zodat het altijd en overal beschikbaar is.

Doelgroep

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

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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
  • Configure field service mobile application

 

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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

 

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Voorkennis

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