Service Board for Administrators
This guide provides detailed information and step-by-step instructions to help Service Board administrators perform the following tasks:
• Create and customize application Dashboards.
• Configure System Jobs, Data Clean Templates. and System Announcements.
• Define System Settings and Application Settings.
• Create security Roles and Groups, create and assign Permissions, and configure Data Access Rules and field-level access control.
• Define, modify, and customize Service Board list views, filtering options, and Job and Resource Cards.
• Configure push, browser, and phone notifications and customize Action Menus
• Create and configure Service Teams.
• Configure Credential Categories, Qualifications, Job Requirements, and Resource Recommendations.
• Create Shift Plans, Shifts, and Holiday Calendars.
• Customize the Calendar, including default time zones, auto-refresh settings, and Appointment handling and scheduling behavior.
• Configure scheduling optimization functionality, including Schedule Proposals, Current-Day Optimization, and Service Board AI automated scheduling.
• Enable project-management functionality.
• Configure Map features, including Quick View Panes and Map Providers.