Access to the dashboard requires specific AI Platform roles: wmbasic to view the Overview tab, and scheduleoptimizationplanner or scheduleoptimizationuser to view the Schedule Optimization tab.

Navigate to the dashboard via:

• All > Field Service > Administration > Health Check
• All > Schedule Optimization > Administration > Health Check

Key Features

• Overview Tab Metrics: Presents single-score visualizations identifying critical data gaps, such as technicians without work schedules, missing location or coordinates, and tasks lacking duration or location data.
• Schedule Optimization Tab: Displays total counts of technicians and tasks included in the next optimization run, along with the scheduled date and time for this run.
• Interactive Charts: Users can click on any chart area to drill down into corresponding records, enabling detailed investigation of issues.
• Filters: The dashboard includes a Type filter with options for batch or intraday configurations, which dynamically adjusts subsequent filter selections to generate reports based on the chosen optimization configuration.

Use Cases

• Dispatchers: Identify factors preventing assignment of work order tasks by analyzing missing or incomplete data.
• Administrators: In addition to dispatcher capabilities, update missing or incorrect record information directly from the dashboard insights.

Practical Benefits

This dashboard enables ServiceNow customers to proactively monitor the health of their scheduling data and configurations, ensuring that technicians and tasks are properly prepared for optimization runs. By addressing data gaps and optimizing scheduling inputs, organizations can improve the accuracy and efficiency of field service operations.