What the Program Feature Does

When a Project is configured for a Program, Field Service Management (FSM) can:

• Create recurring Cases under a Project according to configured Program rules.

• Create one or more Tasks under those Cases so the work can be scheduled and actioned.

• Set field values from one record to another, including Project to Case, Project to Task, and Case to Task.

• Display a Program subtab on the Project with the calculated program dates and the Cases the Program creates and matches.

Note:

Tasks (not Cases) display on the FSM Schedule Board and in FSM Mobile. You configure the Program feature to create those Tasks.

Related Topics

• FSM Program Feature

General Notices