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Navigating in PeopleSoft Integrated FieldService

PeopleSoft Integrated FieldService provides custom navigation center pages that contain groupings of folders that support a specific business process, task, or user role.

Note: In addition to the PeopleSoft Integrated FieldService custom navigation center pages, PeopleSoft provides menu navigation, standard navigation pages, and PeopleSoft Navigator.

This table lists the custom navigation pages that are used to navigate in PeopleSoft Integrated FieldService

Note: The role that is associated with a user's ID and password determines the pages they have access to. As such not everyone will have access to all of the information described in this table.

FieldService Center

The FieldService Center custom navigation pages are geared to the person in the organization who is focused on managing service orders and service inventory.

Page Name

Navigation

Usage

FieldService Center

Main Menu, FieldService Center

Access primary service order and service inventory menu options and activities

Customer

Click Customer on the FieldService Center page

Access the Consumer, Company, Agreements, and Installed Products pages.

Items

Click Items on the FieldService Center page

Access the Review Item Definition and Item Warranties pages.

My Calendar

Click My Calendar on the FieldService Center page

Access the My Monthly Calendar, My Daily Calendar, and My Worklist Items pages.

Reports

Click Reports on the FieldService Center page

Access the pages to run the utilization-rate analytics and service-order aging analytics.

Service Inventory

Click Service Inventory on the FieldService Center page

Access the Service Inventory page.

Service Order

Click Service Order on the FieldService Center page

Access the Dispatch Board, My Service Orders, Add Service Order, Update Service Orders, and Review Preventive Maintenance pages.

Workforce

Click Workforce on the FieldService Center page

Access the Provider Groups and Provider Group Members pages.