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Video Shorts: FSM Workforce Optimization

Import · Mar 01, 2023 · video

foreign [Music] Workforce optimization is enabled in the field service config module via new toggle switch to tell the system to override the existing out of the box work schedules defined for technicians once Workforce optimization is engaged and the toggle switch set users can access the manager workspace to view the various Workforce optimization capabilities either through the standard navigation or by launching the manager workspace the landing page gives them a workspace with some standard work order and performance reports including priorities SLA performance and time off requests planning Effectiveness and data specific to agent status and task status you'll also see some of the standard PA field service reports next comes Advanced calendaring and here we can see how readily a manager or a technician even via their smartphone could create and submit time off and meeting requests and visualize those in the manager workspace the results are color-coded items highlighting availability of each technician their breaks their time off their training even their scheduled work so let's see how well that's reflected in the dispatcher workspace to be clear the manager defined the availability of the team their individual technicians that proved time off requests other meeting requests allowing the dispatcher and the scheduling engine to assign work effectively respecting honoring those schedules and breaks meetings and time off blocks so far we've seen some of the dashboards the ability to Define schedules and have that reflected and honored within the dispatcher workspace next let's look at how a manager might support and improve their team performance with skills management and resource coaching first managers set up kpis for the groups they manage and can see the actual performance against those goals and when performance suffers as a team or individually the manager can visualize both individual and team struggles and achievements or even provide coaching by assigning learning paths external courses even technician assessments related to work order tasks or review performance and compliance completing these learnings and assessments can automatically update the skills table or result in the creation of other assessments let's see how an assessment gets assigned to review a technician for a specific work order task note the coach can assess or even push up the assessment to the technician for review and at the end of the assessment we can update skills or promote other learning materials and speaking of skills managers can view the Matrix of skills and skill levels across different teams and individuals to better understand team coverage levels and skill gaps together these capabilities allow an organization to achieve greater scheduling efficiencies improve individual and team performance improve morale and better meet overall organizational kpis by improving our scheduling and shift management and Reporting by delivering Advanced oversight with skills matrices and coaching opportunities we deliver a clear differentiator over our competition when it comes to managing field service resources thank you

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https://www.youtube.com/watch?v=FtRAMANY_cs