Configuring Planned Work Management

Configure Planned Work Management to create and manage the planned work activities with recurring schedules at regular intervals.

Configuration overview

The steps for setting up planned work management are:

1. Install Planned Work Management

   Install the Planned Work Management application (com.snc.fsm_planned_work_management) if you have the admin role.

2. (Optional) Use extension point for planned work management

   Use extension points to build on the Field Service Management functionality without changing the application code.

3. Configuring work plans

   Create a work plan for a product model, or other criteria, such as location or asset. For example, you can set up the work schedule to specify that service is performed every six months for the first two years from the date of purchase, or after completing 10,000 miles, whichever comes first.

4. (Optional) Configure schedule occurrence suppression

   Suppress duplicate planned work tasks when different schedules overlap.

5. (Optional) Configure work order grouping for a work plan

   Group multiple work orders for a work plan into a single work order based on the defined criteria.

Related topics

Create a work order for the planned work

Work plan example

Planned Work Management Home page