Field Change Order Roles and Responsibilities

Service Modules > Proactive Maintenance > Field Change Order > Field Change Order Roles and Responsibilities

Field Change Order (FCO) in ServiceMax Core involves distinct roles that configure the feature, define and run FCO searches, generate the resulting work orders, and perform the corrective action at customer sites.

The following table describes each role involved in the Field Change Order, the responsibilities they own, and the topics that describe the tasks and concepts relevant to that role.

Persona	Role	Responsibilities	Related topics
Administrator	Administrator	• Set up the FCO configuration template. • Configure properties and mappings • Configure batch settings and assignments	• Field Change Order for Administrators • Creating a FCO Header Record • Defining FCO Configuration Properties • Defining FCO Configuration Mappings • Defining Required Parts for an FCO • Defining FCO Configuration Assignments • Configuring FCO Batch Settings for FCO Search • Settings: Field Change Order
End User	Asset Manager, Reliability Engineer, or Backoffice Admin	• Create field change orders. • Run and re-run FCO searches against installed products. • Assign FCOs to installed product records. • Create and modify work orders and work plans for FCO lines.	• Field Change Order for End Users • Launching FCO Console Landing Page • Defining the FCO Search Criteria • Running Field Change Order Search Results • Re-Running Field Change Order Search to add Qualified Assets • Bulk Uploading Installed Product Criteria to FCO Search • Assigning FCOs from an Installed Product Record • Generating Delivery Output from FCO Results • Associate Work Plan with a FCO Header Record • Changing the Work Plan for Installed Products and Product Stock Items
End User	Technician	Executes FCO work orders at the customer site, using the parts defined for the FCO to complete the corrective action on the installed product.	Field Change Order

Was this helpful?