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Matrix42 Self-Service Help Center

Field Service Management

Overview

Field Service Management is a tool-set in the Service Desk application allowing team managers to plan the team’s work, track the demand, qualify and dispatch the work items according to the individual’s skill set and track the team's workload:

fsm_overview_2.png

All these goals are achieved by several newly introduced working areas, each aimed at a specific purpose, among them:

  • Work Items: an event or a task that has a duration and may require a specific skill-set to be fulfilled by a person. Work Items are scheduled by the team managers and are displayed on the calendar. Work Items include such commonly used objects as Tickets, Incidents, Tasks and Service Requests as well as other day-to-day activities like planned meetings, training, vacations or days-off and even such unexpected events as sick-leaves.
  • Personal Service Time Profile: employee's working hours are taken into account when assigning the work items and are visualized on the personal and team duty rosters. Service Time Profile can be assigned to a specific user in the Person settings or the global settings of the system. 
  • Global Settings: Service Desk global settings have an additional tab for the Field Service Management configuration which allows specifying the global Service Time Profile and Duty Roster data synchronization for the 3-rd party applications, for example, Outlook calendar.
  • My Duty Roster: allows previewing the schedule of the currently logged-in employee. The schedule is created by the team manager or the interim delegate.
  • Team Duty Roster: a calendar for the team’s schedule management. This area is available for the team managers or their delegates only.  
  • Duty Roster Dashboard: an area that ensures the streamlined workflow and allows assessing and improving the team’s performance by the following key factors:
    • capacity: the dashboard visualizes the person’s workload and availability for the working week;
    • bottlenecks: immediate identification and management of the overlapping tasks in the personal schedule;
    • skill-set matching: identifying and assessing how relevant were the task assignments according to the person’s professional skills.

Other components

Additionally, the Field Service Management also includes and takes into account the skill-related functionality of the application, which is provided in the standard version of the Matrix42 Software Asset Management by default:

  • Skills management: Master Data application allows to create and manage a list of skills, that can be assigned to a person and required for specific tasks fulfillment;
  • Person’s skill set: user profile allows assigning several user-specific professional skills;
  • Required skills in tasks: certain tasks and activities processing may require a set of specific skills.

Installation & Activation

Enumerated Field Service Management options are not available in the out-of-the-box version of the Matrix42 platform and should be installed as an additional package with a valid license (certificate).

The package is supported only when installed on Matrix42 Software, Asset and Service Management 9.1.3.2818 or later.

Visit the Matrix42 Marketplace to download the Field Service Management add-on.

Once installed, the Duty Roster and Dashboard areas are not displayed immediately. These areas are available for the team managers and members of their teams who have access to the Service Desk.

Duty Roster Dashboard and Team Duty Roster is available for:

  • Team manager (see Administration application→ Security → User Role settings → General → assign team manager in the Managed by field)  or
  • Delegate of the team manager (for more information see Master Data application → Users → Persons settings → General → assign user in the Delegate field). 

My Duty Roster is available for any employee who was added to the user role or a group that has the team manager and has access to the Service Desk.

For more details see also the Page access settings for My Duty Roster and Team Duty Roster.

 

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