Defining Assignments for Field Service Engineers (End User)

You can assign teams of employees to assets and accounts. An asset service team is a group of service personnel associated with an asset. Set up this team for field service environments that contain large pieces of equipment. Possibly the same individuals must service a set of equipment. After you assign the appropriate field service engineers to an asset, you can then define primary, secondary, or tertiary role priorities for each engineer.

An account service team is a group of service personnel associated with an account or an account site. This team either works at the account site, or employees contact the team about breaks, fixes, preventive maintenance, or related tasks at the site. The service personnel are then ranked as primary, secondary, or tertiary to make sure that sufficient coverage is available. Employees consider these defined role priorities to assign activities to appropriate candidates.

When you assign teams of employees to an asset or account, you expedite service to customers for the following reasons:

• Customers know the circumstances of the installation and how to allocate the activities between the team members.

• Customers know the service team and the appropriate contact for a service requirement.

• Customers can address special clearances and other entry requirements for secured locations once for the assigned team, instead of several times for different individuals.

This topic includes the following related information:

• Creating Asset Service Teams

• Assigning Role Priorities to Asset Service Team Employees

• Creating Account Service Teams

• Assigning Role Priorities to Account Service Team Employees

This task is a step in Process of Managing Assets.