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Course Outline
Module 1: Configuring Field Service for Government
- Introduction to configuring field service operations for government use
- Defining products and services tailored for government needs
- Setting up tax codes compliant with federal regulations
Module 2: Resource Scheduling Configuration
- Mapping and location information for efficient resource deployment
- Configuring resource components to meet agency requirements
- Defining account preferences to align with public sector workflows
Module 3: Defining and Configuring Bookable Resources
- Identifying bookable resources for government operations
- Setting up resource pools, crews, and facilities to support agency missions
Module 4: Configuring Incidents
- Creating incident reports for government agencies
- Utilizing service tasks to enhance incident management
Module 5: Inventory and Work Order Management
- Configuring field service work orders for government use
- Creating and managing work orders to ensure accountability and efficiency
- Monitoring and updating work orders to maintain compliance with public sector standards
Module 6: Field Service Agreements
- Leveraging field service agreements for government contracts
- Setting up bookings to streamline service delivery
- Configuring invoices to align with federal financial regulations
Module 7: Inventory and Purchasing
- Managing customer assets in a public sector context
- Tracking and managing inventory for government agencies
- Handling purchasing and returns to ensure transparency and accountability
Module 8: Field Service Mobile
- Overview of the mobile client for government use
- Installing and deploying field service mobile projects for agency operations
- Managing mobile projects to support remote workforces
- Deploying the mobile client to enhance field service capabilities
Module 9: Universal Resource Scheduling
- Overview and configuration of Universal Resource Scheduling (URS) for government
- Enabling entities for URS to optimize resource management
- Customizing entities for URS to meet specific agency needs
Module 10: Managing Scheduling Options
- Utilizing the schedule board for efficient resource allocation
- Scheduling items to align with public sector workflows
- Rescheduling and substituting resources to maintain service continuity
- Crew and pool scheduling to enhance operational flexibility
Module 11: Customizing the Schedule Board
- Configuring the schedule board for government use
- Creating additional schedule boards to support diverse agency operations
- Using views to enhance the functionality of the schedule board
- Setting up schedule board queries and filters to improve visibility
- Working with requirement groups to ensure comprehensive resource management
Module 12: Advanced Scheduling Options
- Leveraging resource scheduling optimization for government operations
- Defining optimization goals to enhance service delivery efficiency
- Setting optimization scopes to align with agency objectives
- Creating optimization profiles to support strategic planning
- Single resource scheduling to optimize individual assignments
Module 13: Connected Field Service
- Getting started with connected field service for government
- Integrating IoT Central with Connected Field Service for enhanced data management
- Registering and managing devices to support smart field operations
21 Hours
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