Setting Up FSM
Administrators manage Field Service Management (FSM) in NetSuite so operations managers, schedulers, and technicians can rely on it day to day. FSM administration covers configuration, record setup, and managing the NetSuite features that shape how the Schedule Board and FSM Mobile behave.
The responsibilities of the FSM administrator role are highly technical and are often managed by NetSuite Professional Services or qualified NetSuite partners. However, customers with skilled internal IT resources may also carry some of these responsibilities.
This topic covers FSM administration and ongoing management. Except where administrators need to configure or troubleshoot, it doesn't cover these areas:
-
Day-to-day operational management in NetSuite
-
Dispatcher workflows on the Schedule Board
-
Technician use of FSM Mobile
Administrator Tasks
FSM administrators can:
-
Enable and manage FSM features in NetSuite based on your organization's needs.
-
Configure the Item, Employee, Location, and Expense Category records for FSM.
-
Set up FSM service roles and permissions.
-
Coordinate the FSM Mobile app installation.
-
Give or remove mobile access for technicians.
-
Keep the FSM configuration up to date.
-
Test new FSM releases and custom changes in a sandbox before they're pushed to production.