FSMA: Ordering Parts With Return Service

Topic

This process is completed by Field Engineers and Service Partners using Field Service Mobile App (FSMA).

 

This article reviews the steps to extend the Work Order by having a new Service Appointment created to return to site with parts required to complete the Work. 

 

This process will begin by indicating the Service Appointment is incomplete in the Service Appointment Closeout process. The Incomplete status will notify Dispatch that there is further work to be done before this Service Appointment can be closed.

Environment

  • Product: Mobile Device
  • Component: Apple iOS or Android OS
  • Control System: Salesforce Field Service Mobile App

Steps

  1. Is the work complete? - Choose No.

     

     

     

  2. Does Return Service Require a Technician returning to site - Choose Yes.

     

     

    3. Provide External Notes.

     

     

    4. Provide Internal Notes

     

     

    5. What is Needed to complete the work?

     

     

     

     

    6. What is the reason for return service & when?

     

     

    7. Is an NCT Needed? - Identifying your needs for the return service, you will make your selection here for an NCT to be included in this request.

     

     

    8. Is a Lift Needed? - Identifying your needs for the return service, you will make your selection here for a lift to be included in this request.

     

     

    9. Are Parts Needed? - Choose Yes.

     

     

    10. List all parts & quantities.

     

    Continue to complete all further steps to successfully close this Service Appointment Cannot Complete for your request to processed and scheduled for return service, with shipping parts to either your ADL or directly to site.

     

KB ID: 000030956


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