Reviewing the Program List on a Project

In Field Service Management (FSM), use a project's Program list to review planned service dates and matching cases.

This topic includes the following sections:

Program List Columns
When the Program List Refreshes

The following steps describe the standard project form. Tab placement can differ on customized forms.

To view a project's program:

Go to Field Service > Projects.
Click View next to the project you want to review.
On the Field Service tab, go to the Program subtab.

The Program list is read-only. Each row represents a planned service occurrence based on the project's current values and program rules.

Program List Columns

The following table describes the columns in the Program list.

Column	Description
Type	The case type for the planned occurrence.
Program Date	The date calculated for the planned occurrence. It can differ from the matching case's Start Date.
Case	The matching case for the planned occurrence. This column is blank when no case is matched to the row.
Start Date	The matching case's Start Date. This column is blank when no case is matched to the row.
End Date	The matching case's End Date. This column is blank when no case is matched or the matching case has no End Date.
Status	The matching case's status. This column is blank when no case is matched to the row.
Assigned To	The matching case's assignee, or a configured assignee for an occurrence without a matching case. This column can show a value before a case exists. It is blank when the occurrence has no assignee value.

Column

Description

Type

The case type for the planned occurrence.

Program Date

The date calculated for the planned occurrence. It can differ from the matching case's Start Date.

Case

The matching case for the planned occurrence. This column is blank when no case is matched to the row.

Start Date

The matching case's Start Date. This column is blank when no case is matched to the row.

End Date

The matching case's End Date. This column is blank when no case is matched or the matching case has no End Date.

Status

The matching case's status. This column is blank when no case is matched to the row.

Assigned To

The matching case's assignee, or a configured assignee for an occurrence without a matching case. This column can show a value before a case exists. It is blank when the occurrence has no assignee value.

A blank Case value doesn't mean that no other case exists for the project. A planned occurrence also doesn't guarantee that a case will be created.

For date controls, case matching, and processing behavior, see FSM Program.

When the Program List Refreshes

When the Program list is visible, FSM refreshes it after changes to any of the following project fields:

Start Date
End Date
Type
Program Start Date
Program Create Until
Time Zone

Refreshing the list doesn't confirm that cases were created.

For rule settings and configuration examples, see FSM Program Configuration.

General Notices