FSMA: Using Work Plans

Topic

This process is completed by Field Service Technicians and Service Partners using Work Plans
 
This article reviews the steps to complete Work Plans for Event Support and Installations

Environment

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

Steps

Introduction

Log into the Field Service Mobile App and locate your scheduled Service Appointments. Select an appointment to open its details. If a Work Plan has been assigned to the Work Order, you’ll see a Work Plans tab next to the Overview tab. If no Work Plan is assigned, this tab won’t appear—so its presence is your indicator that a Work Plan is available.

 

Viewing Assigned Work Plans

Click into the Work Plans tab to view the assigned plans. In this example, we have two: Event Support and Standard Indoor Commissioning. Let’s explore the Event Support Work Plan.

 

 

Understanding Work Steps

This plan includes two steps: Site Check-In and Complete Event Support Form. The circular icon with arrows indicates a camera step. Clicking the step name opens its details, including a brief title and a description of what’s expected in the field. Because titles are limited in length, the full instructions are found in the step description.

  

 

Using Linked Resources

Some steps may include links to knowledge base articles or external documents. If present, these will appear in the KB or Link fields. These resources open in your device’s default browser, such as Chrome or Safari.

 

     

 

Completing Work Steps

To complete a step, tap the three dots on the right. You’ll have options to mark the step as Complete, Not Applicable, or leave it unmarked. For camera steps, you’ll be prompted to take a photo or upload one from your gallery. Once submitted, the photo is stored directly on the Work Step and can be accessed later under the Related tab.

 

 

For camera steps, you’ll be prompted to take a photo or upload one from your gallery. Once submitted, the photo is stored directly on the Work Step and can be accessed later under the Related tab.

 

       

 

Standard Installation Work Plans

Let’s look at a Standard Installation Work Plan. This one contains multiple steps—up to 45 in some cases. Each step may include a longer description and links to KB articles. For example, one step links to a Daktronics knowledge base article, which opens in the browser.

 

Marking Steps as Not Applicable

If a step doesn’t apply—such as configuring an Allsport Pro when only an Allsport 5000 is present—you can mark it as Not Applicable. You can also correct mistakes by updating the step status.

 

Service Appointment Closeout

When closing out a Service Appointment, FSMA checks whether the Work Plan is complete. If there are no future appointments and the Work Plan is incomplete, you’ll be prompted to finish it before proceeding. If future appointments are scheduled, or if the appointment is marked as Cannot Complete, FSMA will allow you to close out.

 

 

 

 

KB ID: 000030968

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