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.