PeopleSoft Integrated FieldService Business Processes

Using PeopleSoft Integrated FieldService, you can:

• Create service orders to help field service technicians track their progress on each customer's service request and manage material, time, and expenses spent on performing the work.

• Automatically create service orders for preventive maintenance services.

• Automatically assign technicians to newly created service orders based on skills and availability.

• Automatically calculate the contractual start and end dates and times for newly created service orders and their associated activities.

• Obtain troubleshooting tips through Solution Advisor.

• Select and review agreement and entitlement information for customers from service orders.

• Manage task assignment for technicians and resolve schedule conflicts using the Dispatch Board.

• Analyze and monitor your field operations using standard and interactive reports.

• Send billing information to the Transaction Billing Processor.

  Note: The Transaction Billing Processor enables PeopleSoft FieldService, PeopleSoft Support, and PeopleSoft Order Capture to integrate with PeopleSoft Billing and PeopleSoft General Ledger through the use of the PeopleSoft Contracts architecture.

Image: PeopleSoft Integrated FieldService business processes

This diagram shows the PeopleSoft Integrated FieldService business processes.