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Field Service Management (FSM) Implementation

Learn the practical skills to accelerate field service management implementations.

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.

GK# 821236
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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.

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

Course Outline

Module 1: Field Service Management Implementation Planning

Topics:

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

Labs:

  • Lab 1.1 Prepare to Implement Field Service Management

 

Module 2: Implementing Field Service Processes

Topics:

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

Labs:

  • 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

Topics:

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

Labs:

  • 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

Topics:

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

Labs:

  • Lab 4.1 Configure VIP Tasks Applet

 

Module 5: Implementing Related Processes

Topics:

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

Labs:

  • 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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Prerequisites