Certified Implementation Specialist - Field Service Mangement

A regional bank servicing its Automated Teller Machines (ATMs) is an example of external field service. This is because the ATMs are used by external customers of the bank, and the service is provided to ensure these machines are operational for customer use. Internal field service typically refers to maintaining equipment or services used within the organization itself, rather than customer-facing equipment.

Planned maintenance is the field service model used for maintenance at regular intervals. This approach involves scheduling maintenance tasks in advance based on time intervals or usage metrics to ensure assets are serviced regularly and to prevent unexpected failures.

Dependencies for work order tasks can only be set when the work order request is in the Draft state. This is because tasks need to be clearly defined and planned before they can be moved to other states such as Approved or Qualified. In the Draft state, changes, including setting dependencies, can be made without affecting the workflow or execution of the tasks.

Administrators use the Survey Designer to create questionnaires for work orders and work order tasks.

Work order tasks can be dispatched once a field agent is assigned. Assigning a field agent is necessary as it ensures that there is a capable individual ready to carry out the tasks specified in the work order. Without assigning a field agent, there is no one to actually perform the work or service requested.