Setting Up FSM Schedule Board

The Field Service Management (FSM) Schedule Board helps schedulers (dispatchers) plan and manage work using a calendar-style board to view resources and time-based work items. It also includes map and filtering tools.

Schedule Board configuration controls what schedulers see on the board, including how resources and tasks are grouped and color-coded. As an FSM administrator, you can:

• Set Schedule Board filters, palettes, sorting, and which records show as events and resources.

• Color code groups and palettes used to visualize task data, such as by task priority, task status, task type, or case type.

• Confirm tasks and resources refresh and load correctly on the Schedule Board.

• Troubleshoot unexpected Schedule Board save errors and failures to save changes to NetSuite.

Example use cases:

• Use color coding to highlight operational risk, not priority.

  Schedulers want a quick way to spot work that's late or not saving. You configure (or reuse) color groups so the Schedule Board makes 'at risk' work stand out and schedulers can act quickly. (Color groups for task priority and task status are supported.)

• Show schedulers how to change color groups.

  You show schedulers how to change the color default palette to other available options and how to change the swatch for each item with another color swatch within the same palette.

• Manage recurring work expectations when schedulers drag recurring tasks.

  A scheduler drags a recurring task instance to a new day and expects the whole future series to move. You confirm the expected behavior: dragging updates only that instance and doesn't update future occurrences.

• Test reported issues.

  You investigate reported issues and confirm they're not related to a user's permission restrictions.

General Notices