What's Enhanced
The following are the enhancements in ServiceMax Core 24.2.
ServiceMax Help Center Topics Re-Organization
ServiceMax Help Center enhances the user experience, improves navigation, and better organizes content. This makes it more intuitive and easier to understand the grouping of various product features and functionalities.
• New Experience for Users: The About ServiceMax page is an introductory page with key product capabilities and links to relevant sections. The page has icons for quick identification of features and sections and launches the relevant topics. For information, see About ServiceMax.
• Nomenclature in Online Help: Field Service Modules is renamed to Service Modules. For more information, see Service Modules.
• Movement of Help Topics to Relevant Groups: The following topics are moved to the relevant groups:
◦ Service Flow Manager and Settings Library are now part of Install and Configure. For more information, see Install and Configure ServiceMax.
◦ Timesheet is now part of the Service Org. For more information, see Service Org.
◦ Migration Tools, Upgrades Considerations, QuickBooks Export, and Downloads are now part of Resources. For more information, see Resources.
• New Placeholders: The following placeholders are created to group the relevant features:
◦ Work Order Management now includes Complex Work Execution, Depot Service Management, and Remote Triage content. For more information, see Work Order Management.
◦ Proactive Maintenance now includes Field Change Order and Preventive Maintenance content. For more information, see Proactive Maintenance.
Schedule Optimization
Propose Time UI Enhancements
The Propose Time UI is enhanced with a new column to display the Time Windows information. This column groups the time windows for each slot defined in the specific appointment type on that work order. The Propose Time UI is also enhanced with a filter for Time Window.
For more information, see Viewing Propose Time Page.
SFM Delivery
Responsive, Dynamically Adjusting UI
The SFM Delivery Lightning UI and its components are now dynamically responsive to screen size and display resolution. The UI adjusts based on device factors to provide a seamless and user-friendly experience.
This enhancement allows end users to utilize the SFM Delivery UI components with ease, maximizing their ServiceMax product utilization. For example, users no longer need to scroll through long grids to view all data.
This enhancement improves user experience and increases productivity when interacting with UI components. Key improvements include:
• Auto-Adjusting Component Width: The component width automatically adjusts to match the column width when the user changes the column width in the detail grid. This allows users to adjust columns based on the content displayed. For example, users can adjust the column width for lookup and picklist fields according to the values displayed in the selection list. User preferences per SFM are saved and presented in subsequent launches.
• Fixed Detail Grid Header: The detail grid header is fixed, enabling users to always reference column names as they scroll through the list of records.
• Dynamic List Views: All list views display dynamically up or down based on the available viewport in the extended edit modal window. The calendar menu always displays downwards.
• Responsive Components: The components on the header, detail grid, and extended edit modal window are dynamically responsive to screen size and display resolution.
For more information, see Responsive UI.
Rich Text Area Field Support in Output Documents
Fields of data type Text Area (Rich) are now supported in Output Documents Delivery. Output documents, which are view-only forms, now display content from various fields, including formatted text, images, links, and highlighted content, exactly as it appears in the Text Area (Rich) field within the Output Documents Delivery UI. Previously, Text Area (Rich) data was displayed as plain text in generated output documents.
This enhancement allows users to view rich text content in its intended format, improving the readability and presentation of output documents.
For more information, see Data Display.
Configurator and Command Plugins Support for Migration
Configurator Support for SFM Processes Related to Complex Work Execution Feature
The following SFM processes added for the complex work execution feature are supported in Configurator. They are deployed when Configurator is run in any org.
• Create Work Order From Case - With Service Product
• Create Service Products from Case Lines
For more information, see ServiceMax Configurator.
Command Plugins Support for Configuration Items
Administrators can now migrate the following configurations from one org to another using SF commands plugins:
• Parts Usage Settings
• Depot Management Rules
For more information, see SF Command Plugins for Migration.
Preventive Maintenance
Optimized PM Engine for Time-Based PM Plans
A new PM Process engine is introduced for Time-Based PM plans. The new engine is designed to handle large volumes of data more efficiently. Previously, organizations faced scalability issues, as the PM engine failed to process large data sets and reached Salesforce limits. The new PM engine leverages a queueable job, enabling organizations to overcome Salesforce limitations and improve overall performance.
The SCON Scheduler job initiates the batch class and hands over data to the queueable job. This queueable job operates as a two-level asynchronous process that reduces data volume and addresses other Salesforce limits.
For more information, see Enabling and Configuring Advanced PM Engine Settings.
Support to Configure Work Order Duration for PM Work Orders
In the Time-Based PM Plan templates, administrators can now configure the Work Order Duration for the PM work orders associated with the PM plan. This enables them to define the exact duration required for technicians to complete the task and minimizes delays.
Previously, when a PM Plan Template was created by selecting the "Generate all Recurrences Upon Creation" checkbox, the PM Plan that generates PM Work Orders was populating the 'Preferred End Date' field with increasingly longer frequencies that no longer align with the original recurring frequency. This is because the 'Preferred End Date' on PM Work Orders was being calculated based on the frequency of the PM Schedule that originated the Work Order. Configuring the Work Order Duration ensures that the PM Plan generates work orders with consistent durations.
 |
The Work Order Duration field is not available for Condition-Based PM Plan templates.
|
For more information, see Configuring Work Order Duration for PM Work Orders.
Support Multi-Level Mapping for PM Plan
The SFM Mapping Editor now supports multi-level mapping for PM Plan. This configuration reduces the need to create and maintain custom fields on the source record to hold the information that needs to be passed to the target record. For more information, see Work Order Rules Tab.
Field Change Order
Filter Columns on the Search Results tab in the FCO Console
Users now can filter Individual columns by specific values within the Search Results tab. This allow them to filter by one or more values in a single column, or across multiple columns at the same time. You can apply filter to columns, even they are not visible on the tab.
This offers greater flexibility and control for more accurate results, where you can easily identify and focus on a subset of FCO results based on specific field values.
Previously, the Global Search Results provided inaccurate results when similar values existed across different columns.
The filters can be applied per FCO level per user on the server. The applied filters are saved for the respective FCO and user, ensuring that they remain intact when you reopen the Search Results tab. If multiple filters are applied for a FCO Header, the search results are returned based on the AND logic, displaying only the results that match all of the selected filter criteria.
For more information, see Filtering Columns on the Search Results Tab.
Re-run Defined Search on FCO Console to Add Qualified Assets
Users can now re-run a defined search on the Field Change Order to capture new assets that meet the search criteria and are not yet included in the result lines. The new assets will be added as additional lines without impacting existing results. The search function will automatically deduplicate entries, ensuring that newly added results do not create duplicate result lines for the same installed product.
The following are the key features:
• Long-term FCOs can be refreshed and updated as needed.
• Manufacturer updates can be incorporated into ongoing FCOs.
• Saves time by eliminating the need for manual addition of individual installed products, even if the FCO is in progress.
For more information, see Re-Running Field Change Order Search to add Qualified Assets.
SFM Designer
View Associated Work Plans and Service Tasks in the Where Used Modal
The Administrators can now view the list of associated Work Plans and Service Tasks in the Where Used modal within the following areas of Service Flow Manager:
• Transaction Designer - List View
• Output Document Designer - List View
• Checklist Designer - List View
• ‘Delete’ action from the List view
This enables administrators to make right decision before modifying or deleting the SFM Process.
In the Where Used modal, Administrators can click on the associated Work Plan to view its details.
View Associated Depot Management Rules in the Where Used Modal
The Administrators can now view the list of associated Depot Rules in the Where Used modal within the following areas of Service Flow Manager:
• SFM Expressions - List View
• SFM Mappings - List view
• Delete action from the List view
This enables administrators to make right decision before modifying or deleting the SFM Process.
In the Where Used modal, Administrators can click on the associated rules to view its details.
For more information, see Service Flow Manager.