About Service Board Administration

Service Modules > Scheduling and Optimization > Service Board > Max for Administrators > About Service Board Administration

Service Board provides an intuitive UI with quick and organized access to the data you need to schedule and monitor Jobs, manage workloads and schedules, and determine and assign the best Resources for Jobs based on business-specific criteria.

Service Board is available to all ServiceMax users. You can use Service Board to perform a broad range of field-service management tasks. This guide provides details on how to complete a subset of key tasks.

• Max Admin and Max Designer

◦ Configure system-level settings, such as language and time zone.

◦ Define roles, groups, and security access rights.

◦ Organize and maintain Service Teams.

◦ Manage Resources.

◦ Create and manage credentials and job requirements.

◦ Define shifts, shift plans, and holiday schedules.

◦ Create and edit list views.

◦ Define default views and push notifications.

These applications are available only to users who have the System Administrator role.

Dispatchers perform ongoing dispatch and resource-management tasks.

• Service Board

◦ Schedule Jobs on Resource calendars.

◦ Identify open Jobs.

◦ Manage Crews.

◦ Locate the most appropriate Resources by matching Job and Resource attributes.

◦ Analyze Resource availability and workload by using a Gantt chart and interactive map to view scheduled Appointments, Events, and locations for Resources.

This application is used primarily by dispatchers and is available only to users who have the Dispatcher and Crew Manager roles. For more information, see Service Board for Dispatchers and Crew Managers.

Was this helpful?