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Order Transactions
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Coverage Details
Lines (T) Effectivities (T) Coverage Details (B)
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Check Contract Header and Line Information
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Switch Service Request Resp Service Requests Create Service Request.
Service request form gets displayed specify customer info and Item info. Then we can find the
Entitled contracts.
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N: Create Service Request Work Bench (T)
Specify the Problem Summery and click on SAVE icon
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Contacts/Address (T)
Here we can find the addresses and contact info
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Interactions (T) : Here we can find Interaction summery with customer
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TASK (T) : Specify sub of task and specify the schedule start date and end date.
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Switch to Field Service Manager resp Query Task Over view (T)
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Click on Schedule schedule Task window will get open Select Assistance level among three and
give Resource Name in Resource Suggestion field then click on Search (B)
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Advice (T) : Here we can find availability timing of resource, Check the box against cost field
and the click on Schedule (B)
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Go to Plan board there we can view scheduled Task below the Resource name
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N: Navigate (T) Service History Service Request form Tasks (T) Click on Launch
Workflow (B). Workflow notification will be sent to Assigned FS Representative.
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Click on My Tasks
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Debrief form will get open and there we can find the assigned task change the Status to Accept
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After accepting task change the status as Working
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Specify the information on Labor, Material required and Expense
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After completion of Debrief report change status to Completed
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Login to Manager Responsibility and view the Debrief repots which was completed by
Representative
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