Field Service
Uppdrag på plats
Vad den är till för
Schedule on-site jobs for customers: who does the work, where, when, which parts were used and whether the customer must sign off. Site addresses and contacts are personal data and treated as such.
Vad paketet gör och inte gör
On-site jobs for customers, done by a technician: scheduled, en route, in progress, done or cancelled. A job records the customer, the site, the technician, the planned day and start (minutes since midnight), the parts used and whether the customer must sign off. Site address and contact details are personal data. Needs the Human Resources and Products packages.
Modeller
field_service_job
An on-site job for a customer
Läsgrupp: field_service.user. Skrivgrupp: field_service.user.
| Fält | Typ | Dataklass | Personuppgift | Grupp | Agenter ser | Beskrivning |
|---|---|---|---|---|---|---|
name | text | none | nej | field_service.user | i klartext | Short title of the job, for example Replace boiler pump |
customer_id | ref → party | none | nej | field_service.user | i klartext | The customer the job is for |
site_name | text | none | nej | field_service.user | i klartext | Name of the site, for example Main warehouse |
site_address | longtext | internal | ja | field_service.user | maskerad | Street address where the work is done; often a person's home |
site_city | text | internal | ja | field_service.user | maskerad | City of the site |
site_postcode | text | internal | ja | field_service.user | maskerad | Postcode of the site |
site_country | text | none | nej | field_service.user | i klartext | Country of the site |
site_contact_name | text | internal | ja | field_service.user | maskerad | Name of the person to meet on site |
site_contact_phone | text | internal | ja | field_service.user | maskerad | Phone number of the person to meet on site |
technician_id | ref → hr_employee | internal | ja | field_service.user | maskerad | Technician assigned to the job |
priority | select (low, normal, high, urgent) | none | nej | field_service.user | i klartext | How urgent the job is: low, normal, high, urgent |
description | longtext | none | nej | field_service.user | i klartext | What has to be done and what the customer reported |
scheduled_on | date | none | nej | field_service.user | i klartext | Planned day of the visit (YYYY-MM-DD) |
scheduled_start_minute | number | none | nej | field_service.user | i klartext | Planned start in minutes since midnight (540 is 09:00) |
planned_minutes | number | none | nej | field_service.user | i klartext | Planned duration in minutes |
signature_required | bool | none | nej | field_service.user | i klartext | Whether the customer has to sign off the work before it counts as done |
signed_by | text | internal | ja | field_service.user | maskerad | Name of the person who signed off the work |
signed_on | date | none | nej | field_service.user | i klartext | Day the customer signed off (YYYY-MM-DD) |
work_report | longtext | none | nej | field_service.user | i klartext | What was done, written by the technician |
state | select (scheduled, en_route, in_progress, done, cancelled) | none | nej | field_service.user | i klartext | Job status: scheduled, en_route, in_progress, done, cancelled |
field_service_part
A part or product used on a job
Läsgrupp: field_service.user. Skrivgrupp: field_service.user.
| Fält | Typ | Dataklass | Personuppgift | Grupp | Agenter ser | Beskrivning |
|---|---|---|---|---|---|---|
job_id | ref → field_service_job | none | nej | field_service.user | i klartext | The job the part was used on |
product_id | ref → product | none | nej | field_service.user | i klartext | The product that was used |
quantity | number | none | nej | field_service.user | i klartext | How many units were used |
unit_price | money | none | nej | field_service.user | i klartext | Price per unit charged to the customer (minor currency units, e.g. cents) |
note | text | none | nej | field_service.user | i klartext | Remark about the part, for example serial number |
Arbetsflöden
field_service_job
| Åtgärd | Flyttar | Vem får köra den | Godkännande |
|---|---|---|---|
field_service_job.depart | state: scheduled → en_route | field_service.user | nej |
field_service_job.start | state: en_route → in_progress | field_service.user | nej |
field_service_job.complete | state: in_progress → done | field_service.user | nej |
field_service_job.cancel | state: scheduled → cancelled | field_service.manager | nej |
Behörighetsgrupper
Grupper som den här appen använder:
field_service.managerfield_service.user
Steg som kräver godkännande
Inget steg i den här appen kräver godkännande, förutom att ta bort poster.
Vad agenter kan och inte kan göra
En agent kan läsa, söka, skapa och uppdatera poster i den här appen, och köra de åtgärder som inte kräver godkännande, inom behörighetsgrupperna för sin token.
Den kan bara föreslå de här stegen, och en person måste godkänna dem: field_service_job.delete, field_service_part.delete.
Personuppgifter maskeras som platshållare: field_service_job.site_address, field_service_job.site_city, field_service_job.site_postcode, field_service_job.site_contact_name, field_service_job.site_contact_phone, field_service_job.technician_id, field_service_job.signed_by.
Beroenden
baseproducthr
Installera
Installera den från appen Customize (Marknadsplats), eller från kommandoraden:
obop modules install-from field_serviceKräver en databas och administratörsbehörighet.