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Video Shorts: FSM Mobile Playbooks

Import · Sep 06, 2023 · video

foreign [Music] books can guide technicians through the debrief process they can access mobile playbooks directly within the agent app by selecting a work order task the playbooks can be launched within a task that's already work in progress by clicking the Ellipsis in the upper right hand corner or from my tasks you'll see launch playbooks as an option if the task is already work in progress here we can see all the sections of the Playbook we can see that none of these items is complete so we select troubleshoot to access the knowledge base for the task we can either browse knowledge Mark the task as complete or skip it all together let's select browse the knowledge base as you might expect we can see relevant knowledge articles and mark them as useful or comment on them and when done we can mark this step of the Playbook as complete which brings us directly to the next stage to focus on part requirements if none are needed we simply skip but let's create a new part requirement and upon submission the request appears in the list when ready we can start consuming parts from our own trunk stock slash personal inventory note that we have the options to scan one or more parts to document the transaction or we can simply swipe to consume we Mark as complete and then may wish to similarly remove parts we can also document the time worked and upon completion or submission of that we may record expenses or incidentals that are related to the task at this time we're ready to close the work order task note that even after the task has been closed we can see the details via the Playbook and upon viewing mobile Playbook capabilities our customers have commented on how this enhances their ability to deploy technicians to the field more quickly to guide users through debrief and enforce compliance to deliver a consistent service process and improve data Integrity note that this is the Playbook that we're including out of the box for a customer who may have FSM professional and those customers can design and deploy their own custom playbooks to meet any specialized field service workflows

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https://www.youtube.com/watch?v=Un_VCf7pJpY