Work management overview for Enterprise Asset Workspace
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Summary of Work Management Overview for Enterprise Asset Workspace
The Work Management view in the Enterprise Asset Workspace enables users to create and manage maintenance plans, work orders, and associated tasks. Access to this feature requires appropriate Field Service Management configurations and specific user roles, including system administrator, enterprise asset manager, and agent.
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Key Features
- Overview Tab: Displays comprehensive work order data, including part requirements and active maintenance plans (admin and enterprise asset manager roles).
- Calibrations Tab: Shows calibration events and pending verifications (admin and enterprise asset manager roles).
- My Work Tab: Lists open requests and tasks related to work orders (admin and agent roles).
- Maintenance Plans Tab: Allows creation and viewing of maintenance plans (admin and enterprise asset manager roles).
- Work Orders Tab: Facilitates the creation and viewing of work orders (admin, enterprise asset manager, and agent roles).
- Work Order Tasks Tab: Displays tasks linked to work orders (admin, enterprise asset manager, and agent roles).
- Asset Tasks Tab: Shows tasks for assets related to work orders (enterprise technician and agent roles).
- Work Order Templates Tab: Enables creation and management of work order templates (admin and enterprise asset manager roles).
- Checklist Templates Tab: Allows for the creation and management of checklist templates for work orders (admin and enterprise asset manager roles).
- My Stockroom Assets Tab: Displays available enterprise assets in stockrooms (admin and agent roles).
- My Asset Pickup Tasks Tab: Shows scheduled pickup tasks for assets associated with work orders (admin and agent roles).
Key Outcomes
By utilizing the Work Management view, ServiceNow customers can effectively streamline their asset management processes, ensuring that maintenance plans and work orders are efficiently tracked and managed. This ultimately leads to improved asset reliability and optimized operational performance.
Use the Work management view in the Enterprise Asset Workspace to create and manage maintenance plans, work orders, and work order tasks.
Important:
Before you can access and use the Work management view, edit your Field Service Management configurations as needed. See Edit Field Service Management configurations for the Work management view for detailed
instructions.
You can access the Work management view by navigating to .
Note:
Only users with the system administrator (admin), enterprise asset
manager (sn_eam.enterprise_asset_manager), and agent (wm_agent) roles can access the Work
management view.
To access detailed information and take relevant action, click any widget. You can also narrow your results by using the Location filter.
Note:
The tabs that appear on the Work management view differ based on your
assigned role.
- Overview: Get a glimpse of all your work order data, such as part requirements for open orders, active work orders by state, work orders per month, and active maintenance plans.Note:This tab appears if you have the system administrator (admin) or enterprise asset manager (sn_eam.enterprise_asset_manager) role.
- Calibrations: Get a glimpse of all your calibration data, such as all calibration events and calibrations pending verification.Note:This tab appears if you have the system administrator (admin) or enterprise asset manager (sn_eam.enterprise_asset_manager) role.
- My work: View all open requests and tasks that are associated with your work orders.Note:This tab appears if you have the system administrator (admin) or agent (wm_agent) role.
- Maintenance plans: Create and view maintenance plans for your enterprise assets.Note:This tab appears if you have the system administrator (admin) or enterprise asset manager (sn_eam.enterprise_asset_manager) role.
- Work orders: Create and view work orders for any planned or ad-hoc work that you want to perform on your enterprise assets.Note:This tab appears if you have the system administrator (admin), enterprise asset manager (sn_eam.enterprise_asset_manager), or agent (wm_agent) role.
- Work order tasks: View all work order tasks that are associated with your work orders.Note:This tab appears if you have the system administrator (admin), enterprise asset manager (sn_eam.enterprise_asset_manager), or agent (wm_agent) role.
- Asset tasks: View all tasks for the enterprise assets that are associated with your work orders.Note:This tab appears if you have the enterprise technician (enterprise_asset_technician) or agent (wm_agent) role.
- Work order templates: Create and view templates for your work orders.Note:This tab appears if you have the system administrator (admin) or enterprise asset manager (sn_eam.enterprise_asset_manager) role.
- Checklist templates: Create and view checklist templates for your work orders.Note:This tab appears if you have the system administrator (admin) or enterprise asset manager (sn_eam.enterprise_asset_manager) role.
- My stockroom assets: View enterprise assets that are available within your stockrooms.Note:This tab appears if you have the system administrator (admin) or agent (wm_agent) role.
- My asset pickup tasks: View all scheduled pickup tasks for the enterprise assets that are associated with your work orders.Note:This tab appears if you have the system administrator (admin) or agent (wm_agent) role.