FSM Configuration Assessment
This section is for Field Service Management (FSM) administrators preparing information for an assessment of an account's configuration. It explains which files to collect, why each file is useful, and how to prepare them for a technical consultant, partner, or internal resource.
For a configuration assessment to be useful, it must be reviewed by someone with expertise in FSM, its features, and its configuration options. Ideally, the assessment is supported by an AI skill trained specifically to assess FSM configuration and identify potential areas of concern.
You can request an assessment during implementation, after FSM updates or changes to customizations, or when investigating loading performance. The procedures in this section cover collecting configuration files, HTTP Archive (HAR) files, and account details to help the assessor understand the configuration and the user experience.
Configuration Assessment Files
For a configuration assessment, the leading practice is to provide both configuration files and at least one relevant HAR file.
|
File |
Purpose |
|---|---|
|
Current unmerged configuration |
Preserves the complete custom JSON from the active configuration record's Editor before merging with product defaults. It shows the account-specific settings to be assessed. |
|
Clean base-product Preview |
Captures the product defaults generated in the same account and installed FSM version without customer overrides. It provides the baseline for understanding how the current custom configuration changes product behavior. |
|
HAR files |
Capture the network requests, responses, and timings for the FSM Mobile or Schedule Board session being assessed. They help relate the configuration to observed loading behavior. |
Keep the files separately identified. Collect at least one HAR file from FSM Mobile or the Schedule Board, depending on what you want assessed. If both applications are in scope, collect at least one from each. Where practical, provide multiple captures of relevant sessions or actions.
Configuration Assessment Process
Collect configuration files, HAR files, and account details, then provide the information to the assessor. For collection instructions, see Preparing for FSM Configuration Assessment.
Confirm that the files match the account context and identify any missing inputs before providing the files for assessment.
If you already have access to a suitable assessment tool or skill and the capability to use it, you can also use the collected files for an assisted assessment.