Service User Templates (tsmdm1660m000)

Use this session to create user templates that enable you to define authorizations for a field service engineer. You can define authorizations such as creating a service order, a material line, and a travel line. Based on the authorizations provided, the engineer can handle the assignments.

You can also define the template in the Service User Profiles (tsmdm1150m000) session. This template is linked to the login code of a service employee.

You can also use the Service Order Parameters (tssoc0100m000) session to define a template that can be applicable for all service employees.

LN follows a search mechanism to determine the template you can use. LN first considers the template defined in the Service User Profiles (tsmdm1150m000) session based on the employee login code. If the template is not defined in the Service User Profiles (tsmdm1150m000) session, the template defined in the Service Order Parameters (tssoc0100m000) session is considered.

Field Information

Service User Template

The code of the service user template.

Note: When a Service User Template is deleted, the linked cost defaults, delivery type and warehouse authorizations are also deleted.

Description

The description or name of the code.

Authorized to

Accept Assignment

The authorization you set for the service engineer, defining the method of acceptance of the assignment.

Allowed values

Manual: The service engineer can accept or reject the assignment when it is released.
Automatic: The assignment is accepted when it is released.

Create Service Order

If this check box is selected, the service engineer is authorized to create a service order.

Create Assignment

If this check box is selected, the service engineer is authorized to create an assignment.

Create Material Line

If this check box is selected, the service engineer is authorized to create a material line.

Create Other Line

If this check box is selected, the service engineer is authorized to create an other cost line.

Create Travel Line

If this check box is selected, the service engineer is authorized to create a travel line.

Register Hours

If this check box is selected, the service engineer is authorized to register the work hours of the engineer.

Change Unit Cost

If this check box is selected, the service engineer is authorized to change the unit cost.

Use all Warehouses

If this check box is selected, the service engineer is authorized to use all the warehouses.

Report Complete

Authorized to Report Complete Assignment and Activity

If this check box is selected, the service engineer is authorized to report the completion of the assignment and the activity.

Authorized to Report Complete Service Order

If this check box is selected, the service engineer is authorized to report the completion of a service order.

Hours required

If this check box is selected, labor hours must be registered for the current service order activity and for the engineer who logs in.

Note:

LN does not consider the travel time of the engineer.

This field is enabled only when the Authorized to Report Complete Assignment and Activity or the Authorized to Report Complete Service Order check boxes are selected.

Problem Code required

Indicates the problem code requirement, when reporting the completion of the service order activity

Allowed values

None
Warning: A question is asked whether to continue completing the activity in case no actual problem/solution code is maintained.
Mandatory: The order activity cannot be set to completed when actual problem/solution code is not filled.
Not Applicable

Note:

This field is enabled only when the Authorized to Report Complete Assignment and Activity or the Authorized to Report Complete Service Order check boxes are selected.

This field is set to Not Applicable if the Authorized to Report Complete Assignment and Activity or the Authorized to Report Complete Service Order check boxes are not selected.

This field is displayed only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session.

Solution Code required

Indicates the solution code requirement, when reporting the completion of the service order activity

Allowed values

None
Warning: A question is asked whether to continue completing the activity in case no actual problem/solution code is maintained.
Mandatory: The order activity cannot be set to completed when actual problem/solution code is not filled.
Not Applicable

Note:

This field is enabled only when the Authorized to Report Complete Assignment and Activity or the Authorized to Report Complete Service Order check boxes are selected.

This field is set to Not Applicable if the Authorized to Report Complete Assignment and Activity or the Authorized to Report Complete Service Order check boxes are not selected.

This field is displayed only if the Use Diagnostics check box is selected in the General Service Parameters (tsmdm0100m000) session.

Mobile Service

Reschedule Visits: If this checkbox is selected, the user is allowed to reschedule visits in Mobile Service.
Update Installation Groups: If this checkbox is selected, the user is allowed to update installations, add installations to an installation group, and remove installations from an installation group in Mobile Service.
Create Serials: If this checkbox is selected, the user is allowed to create serials in Mobile Service.
Change Finalized Visit: If this checkbox is selected, the user is allowed to change a finalized visits in Mobile Service.
Update Physical Breakdown: If this checkbox is selected, the user is allowed to update physical breakdowns in Mobile Service.
Update Physical Breakdown from Service Order Material: If this checkbox is selected, the user is allowed to update physical breakdowns through materials in Mobile Service.

Show

Item Inventory: If this checkbox is selected, the Inventory by Item and Inventory by Warehouse can be viewed in Mobile Service.
Pricing Information: If this checkbox is selected, the item pricing information can be viewed in Mobile Service.
Bench Stock: If this checkbox is selected, the Bench Stock can be viewed and ordered in Mobile Service.
Ordered Materials: If this checkbox is selected, the Order Materials can be viewed in Mobile Service.
Installations: If this checkbox is selected, the Installations can be viewed in Mobile Service.
Physical Breakdown: If this checkbox is selected, Physical Breakdowns can be viewed in Mobile Service.
Rental Agreements: If this checkbox is selected, Rental Agreement Activities and Rental Materials are visible in Mobile Service.

General

App Settings: App settings can be defined for the Service User Template. These app settings will be applied to Mobile Service.
Note: This field is displayed only if the Mobile Field Service Implemented check box is selected in the Implemented Software Components (tccom0500m000) session.
Description: The description of the app setting.