SAP Field Service Management Fundamentals

Overview

Course announcements This course illustrates the main functionalities and concepts of SAP Field Service Management. This cloud solution supports field service technicians with real-time, automated workforce scheduling, planning, and dispatching for employees and provides self-service options for field service needs.…

This course will prepare you to: understand the full functionality of SAP Field Service Management solution web- and mobile applications. understand standard product features. perform configurations and customizations using the Field Service Management Administration Module. present use case scenarios as an administrator, dispatcher, and field technician. provide first level support to your client. know where to get additional information, best practices and documentation.

Unit 1: Introduction to SAP Field Service Management How SAP Field Service Management fits into the overall landscape of SAP’s portfolio Solution overview SAP Field Service Management functionalities Unit 2: Administration 1 Architecture Main components of FSM Account & user configuration Unit 3: Master Data Management Main business objects Data object management Data loader and data exporter Unit 4: Planning & Dispatching Service call lifecycle Create and assign a service call Release scenarios Reservation types Service Map Using skills and filters Unit 5: Mobile Field Service Mobile service workflow Create new assignment on mobile Reserved materials. Record effort, material, mileage, and expenses Activity feedback Checkout and group checkout Considerations for synchronization and offline use Unit 6: Smartforms Smartform templates and designer Elements Smartforms in mobile application Unit 7: Administration 2 Company settings Service Workflow configuration Screen Configuration Custom translations Data management & monitoring Unit 8: Business Rules Use cases Business Rule Configuration Validating and Executing a Business Rule Unit 9: Analytics & reports Business reports via Dashboards Report template technologies Generating reports Unit 10: Crowd Workforce Use cases Partner Portal Dispatching process for crowd workforce Unit 11: Customer Self Service Self-service functionality Self Service portal and interactive chatbot Set up, configuration and branding Unit 12: Integration Overview of supported integration scenarios Main business objects supported per integration scenario End to end process with integration points Unit 13: Student Appendix – Learning Resources and Glossary Links to useful SAP Field Service Management portals, help, documentation and enablement platforms

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