Routine requests or tasks that happen frequently and even predictably can be facilitated using work order templates. Users with the wm_admin or model_manager role can create, edit, and delete work order templates and work order task templates.
- Templates are configured by defining the values auto-populated into selected fields in a record and creating the tasks.
- You can also attach a knowledge article to a work order template, which may contain installation guides, maintenance procedures, etc.
- Templates can also be displayed and selected as items in a service catalog for easy selection and tracking utilization. The Templates create a dedicated catalog item setting must be enabled in the field service configuration.
Source : FSM ebook - [Work Order Templates - (p.122)]
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GGIRARD
9 months ago