UX One: Field Service Manager

The Field Service Manager page (P17006X/W17006XA) enables users to receive important alerts regarding overdue work orders and preventive maintenance records, and outstanding service alerts. Additionally, the page provides high-level analytical information about aging, performance and cost associated with the service team. Lastly, the page provides field service managers with easy access to frequently used programs, and additional UX One pages.

To access the UX One Field Service Manager page, log in to the EnterpriseOne system using the Field Service Manager role.

This graphic illustrates the Field Service Manager page:

Watchlist Alerts

These alerts are based on EnterpriseOne programs. By default, the alerts are set up to use queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements. Additionally, these watchlists have been set up with specific warning and critical threshold values. You can adjust these values to meet your requirements.

This table lists and describes the watchlist alerts that are available on the Field Service Manager page:

Watchlist Alert	Description
Service Team Open Alerts	This alert tells users how many service alerts are currently open for their team. This alert is based on the Condition-Based Alerts Workbench program (P1310, version ZJDE0001). When you click the alert, the system displays the Work With Condition-Based Alerts form. The following grid formats are available: Basic
Service Team Overdue WOs	This alert tells users how many service work orders are currently overdue for their team. This alert is based on the Scheduling Workbench program (P48201, version ZJDE0002). When you click the alert, the system displays the Work With Work Orders form. The following form layouts are available: Service WOs The following grid formats are available: Simple
Service Team Overdue PMs	This alert tells users how many preventive maintenance records are currently overdue for their team. This alert is based on the Preventive Maintenance Backlog Program (P12071, version ZJDE0003). When you click the alert, the system displays the PM Backlog form. The following grid formats are available: Basic

Watchlist Alert

Description

Service Team Open Alerts

This alert tells users how many service alerts are currently open for their team.

This alert is based on the Condition-Based Alerts Workbench program (P1310, version ZJDE0001).

When you click the alert, the system displays the Work With Condition-Based Alerts form. The following grid formats are available:

Basic

Service Team Overdue WOs

This alert tells users how many service work orders are currently overdue for their team.

This alert is based on the Scheduling Workbench program (P48201, version ZJDE0002).

When you click the alert, the system displays the Work With Work Orders form. The following form layouts are available:

Service WOs

The following grid formats are available:

Simple

Service Team Overdue PMs

This alert tells users how many preventive maintenance records are currently overdue for their team.

This alert is based on the Preventive Maintenance Backlog Program (P12071, version ZJDE0003).

When you click the alert, the system displays the PM Backlog form. The following grid formats are available:

Basic

For additional information about the programs associated with these watchlist alerts, see:

Working with Preventive Maintenance Schedules in the JD Edwards EnterpriseOne Applications Capital Asset Management Implementation Guide
Working with Condition-Based Alerts in the JD Edwards EnterpriseOne Applications Capital Asset Management Implementation Guide
Managing Work Orders in the JD Edwards EnterpriseOne Applications Service Management Implementation Guide

Charts

These charts are based on EnterpriseOne programs. By default, the charts are set up to render using queries that are based on delivered demo data. Each of these queries is associated with a specific program version. To use a different query or call a different program version, you can modify these queries or create new queries that better meet your requirements.

This table lists and describes the charts that are available on the Field Service Manager page:

Component Title	Description
Age Distribution by (P13560X/W13560XB)	Use this chart to view work order aging statistics for your team. This chart is based on the One View Service Work Order Analysis Inquiry program (P13560). Additionally, you can use the drop-down menu on the top of the chart to change the data that the system displays. You can select one of these options: Assigned To Business Unit Supervisor WO Type
Completion Timeliness Distribution by (P13560X/W13560XA)	Use this chart to view work order completion statistics for your team. This chart is based on the One View Service Work Order Analysis Inquiry program (P13560). Additionally, you can use the drop-down menu on the top of the chart to change the data that the system displays. You can select one of these options: Assigned To Contract Customer Lead Craft Product Family Product Model Site Supervisor
Total Cost by (P13560X/W13560XG)	Use this chart to view work order total cost for your team. This chart is based on the One View Service Work Order Analysis Inquiry program (P13560). Additionally, you can use the drop-down menu on the top of the chart to change the data that the system displays. You can select one of these options: Contract Customer Product Family Product Model Site

Component Title

Description

Age Distribution by (P13560X/W13560XB)

Use this chart to view work order aging statistics for your team.

This chart is based on the One View Service Work Order Analysis Inquiry program (P13560).

Additionally, you can use the drop-down menu on the top of the chart to change the data that the system displays. You can select one of these options:

Assigned To
Business Unit
Supervisor
WO Type

Completion Timeliness Distribution by (P13560X/W13560XA)

Use this chart to view work order completion statistics for your team.

This chart is based on the One View Service Work Order Analysis Inquiry program (P13560).

Additionally, you can use the drop-down menu on the top of the chart to change the data that the system displays. You can select one of these options:

Assigned To
Contract
Customer
Lead Craft
Product Family
Product Model
Site
Supervisor

Total Cost by (P13560X/W13560XG)

Use this chart to view work order total cost for your team.

This chart is based on the One View Service Work Order Analysis Inquiry program (P13560).

Additionally, you can use the drop-down menu on the top of the chart to change the data that the system displays. You can select one of these options:

Contract
Customer
Product Family
Product Model
Site

For additional information about the programs associated with these charts, see One View Work Order Analysis (P13560) in the JD Edwards EnterpriseOne Applications One View Reporting User Guide.

Springboard Tasks

You use tasks to access EnterpriseOne programs and other UX One pages. These tasks are included in a springboard on the page.

This table lists and describes the tasks on the Field Service Manager page:

Task	Description
Condition Based Alerts	Use this task to access the Condition-Based Alerts Workbench program (P1310). The following grid formats are available: Basic
Create and Submit Expense Reports	Use this task to access the Expense Report Entry program (P09E2011, version ZJDE0002).
Review and Approve Expense Reports	Use this task to access the Expense Report Entry program (P09E2011, ZJDE0003).
PM Backlog	Use this task to access the Preventive Maintenance Backlog program (P12071, version ZJDE0003). The following grid formats are available: Basic
Work Order Entry	Use this task to access the Work Order Entry program (P48201) The following form layouts are available: Service WOs The following grid formats are available: Simple
Staff Utilization	Use this task to access the Staff Utilization Chart program.
Service Team Cost Performance	Use this task to access the UX One Service Team Cost Performance page.
Service Work Team Order Load	Use this task to access the UX One Service Team Work Order Load page.
Service Team Schedule	Use this task to access the UX One Service Team Schedule page.

For additional information about the programs accessed by these tasks, see:

Working with Preventive Maintenance Schedules in the JD Edwards EnterpriseOne Applications Capital Asset Management Implementation Guide
Entering Expense Reports in the JD Edwards EnterpriseOne Applications Expense Management Implementation Guide
Working with Condition-Based Alerts in the JD Edwards EnterpriseOne Applications Condition-Based Maintenance Implementation Guide
Creating Work Orders Using the Work Order Entry Programs (P48201/P17714) in the JD Edwards EnterpriseOne Applications Service Management Implementation Guide
Viewing the Staff Utilization Chart in the in the JD Edwards EnterpriseOne Applictaions Resource Assignments Implementation Guide