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Outdoor and customer service

fieldservice manufacturing_execution ๐Ÿ›ก๏ธ RLS Protected

Technical staff planning, dispatch board, mobile work reports with photo documentation and digital signature.

Fachliche Bestimmung: Digitalise mobile customer service. Disponents schedule appointments on a visual dispatch board. Technicians view orders on smartphones/tablets, record working hours and consumed material, document damage via camera and let the customer sign directly on the touch screen. The finished service report is immediately archived as PDF.

โšก Workflows and life cycles

The Commission shall adopt the following measures: cascade:business.maintenance.cycle

The following information shall be provided:

1. fieldservice
The Commission shall adopt the following measures:
field service
Aktionen: create_service_report
2. followup
Maintenance plans
Other assets
Aktionen: maintenance. schedule
3. ticket
Ticket in case of defects/disturbances
Tickets
Aktionen: create_ticket

External services โ†’ accounting cascade:business.work_report.billing

The following information shall be provided:

1. fieldservice
The Commission shall adopt the following measures:
field service
Aktionen: create_service_report
2. task
Follow-up of accounts
other tasks
Aktionen: create_task
3. ticket
Ticket in case of defects/disturbances
Tickets
Aktionen: create_ticket

The Commission shall adopt a decision on the application of this Regulation. cascade_target:business.fieldservice.create

The following information shall be provided:

1. cascade
The Commission shall adopt a decision on the application of this Regulation.

The following is the list of the official languages of the European Union: plan:command_field_service_agent

The following is the list of the main functions of the system:

1. field_service_agent
field_service_agent
The following is the list of the products:
Aktionen: field_service_agent

Report of the service status:service_report

The following information is provided by the Commission on the basis of the information provided by the Member States:

1. draft
Draft
Status of the draft service report of the state machine.
2. scheduled
scheduled
The status of the service report of the state machine.
3. en_route
en_route
Status of the state machine servicebericht.
4. on_site
on_site
Status of the state machine servicebericht.
5. in_progress
in_progress
Status of the service report of the state machine.
6. completed
completed
Status of the service report of the state-of-the-art machinery.
7. cancelled
cancelled
Status of the state machine servicebericht.

๐Ÿ—„๏ธ Data models and fields

ServiceReport service_reports RLS Aktiv
7 Fields and columns

Digital service reports with working hours, materials and customer signatures.

Feldname Type of data The Commission Schlรผssel The technical significance
id UUID Nein PK Identification of the report
tenant_id UUID Nein - The following information shall be provided:
report_number VARCHAR(100) Ja * - Number of report
customer_id UUID Nein FK โž” customers.id Other
technician_id UUID Nein FK โž” users.id Manufacture from materials of heading 810
customer_signature TEXT Nein - Signature coded base64
status VARCHAR(50) Nein - Status (draft, signed, invoiced)

๐Ÿ”Œ The Commission shall adopt delegated acts in accordance with Article 21 of this Regulation.

Art The method Endpoint / path Titel & Zweck The Commission shall adopt the following:
โšก REST API DELETE /api/v1/field-service/reports/{report_id}/time-entries/{entry_id}
delete_time_entry
Semantic binding: not_evaluated; mutation=True
fieldservice
โšก REST API GET /api/v1/field-service/checklist-templates
list_checklist_templates
Semantic binding: not_evaluated; mutation=False
fieldservice
โšก REST API GET /api/v1/field-service/checklist-templates/{template_id}
get_checklist_template
Semantic binding: not_evaluated; mutation=False
fieldservice
โšก REST API GET /api/v1/field-service/dispatch
dispatch_board
Semantic binding: not_evaluated; mutation=False
fieldservice
โšก REST API GET /api/v1/field-service/my-reports
list_my_reports
Semantic binding: not_evaluated; mutation=False
fieldservice
โšก REST API GET /api/v1/field-service/reports
list_reports
Semantic binding: not_evaluated; mutation=False
fieldservice
โšก REST API GET /api/v1/field-service/reports/{report_id}
get_report
Semantic binding: not_evaluated; mutation=False
fieldservice
โšก REST API GET /api/v1/field-service/reports/{report_id}/materials
list_materials
Semantic binding: not_evaluated; mutation=False
fieldservice
โšก REST API GET /api/v1/field-service/reports/{report_id}/pdf
download_pdf
Semantic binding: not_evaluated; mutation=False
fieldservice
โšก REST API GET /api/v1/field-service/reports/{report_id}/photos
list_photos
Semantic binding: not_evaluated; mutation=False
fieldservice
โšก REST API GET /api/v1/field-service/reports/{report_id}/time-entries
list_time_entries
Semantic binding: not_evaluated; mutation=False
fieldservice
โšก REST API GET /api/v1/field-service/reports/{report_id}/timer
get_timer
Semantic binding: not_evaluated; mutation=False
fieldservice
โšก REST API GET /api/v1/field-service/timesheet
timesheet_csv
Semantic binding: not_evaluated; mutation=False
fieldservice
โšก REST API GET /api/v1/field-service/timesheet/pdf
timesheet_pdf
Semantic binding: not_evaluated; mutation=False
fieldservice
โšก REST API GET /aussendienst
fieldservice_page
Semantic binding: not_evaluated; mutation=False
fieldservice
โšก REST API GET /aussendienst/dispatch
fieldservice_dispatch_page
Semantic binding: not_evaluated; mutation=False
fieldservice
โšก REST API GET /aussendienst/meine-einsaetze
fieldservice_meine_page
Semantic binding: not_evaluated; mutation=False
fieldservice
โšก REST API GET /aussendienst/neu
fieldservice_new_page
Semantic binding: not_evaluated; mutation=False
fieldservice
โšก REST API GET /aussendienst/new
fieldservice_new_page
Semantic binding: not_evaluated; mutation=False
fieldservice
โšก REST API GET /aussendienst/verwaltung
fieldservice_management_page
Semantic binding: not_evaluated; mutation=False
fieldservice
โšก REST API GET /aussendienst/{report_id}
fieldservice_detail_page
Semantic binding: not_evaluated; mutation=False
fieldservice
โšก REST API GET /aussendienst/{report_id}/edit
fieldservice_detail_page
Semantic binding: not_evaluated; mutation=False
fieldservice
โšก REST API GET /fieldservice
fieldservice_page
Semantic binding: not_evaluated; mutation=False
fieldservice
โšก REST API GET /fieldservice/dispatch
fieldservice_dispatch_page
Semantic binding: not_evaluated; mutation=False
fieldservice
โšก REST API GET /fieldservice/meine
fieldservice_meine_page
Semantic binding: not_evaluated; mutation=False
fieldservice
โšก REST API GET /fieldservice/new
fieldservice_new_page
Semantic binding: not_evaluated; mutation=False
fieldservice
โšก REST API GET /fieldservice/verwaltung
fieldservice_management_page
Semantic binding: not_evaluated; mutation=False
fieldservice
โšก REST API GET /portal/{slug}/serviceberichte
service_reports_page
Semantic binding: not_evaluated; mutation=False
fieldservice
โšก REST API GET /portal/{slug}/serviceberichte/{report_id}/pdf
service_report_pdf_download
Semantic binding: not_evaluated; mutation=False
fieldservice
โšก REST API PATCH /api/v1/field-service/reports/{report_id}
update_report
Semantic binding: not_evaluated; mutation=True
fieldservice
โšก REST API POST /api/v1/field-service/checklist-templates
create_checklist_template
Semantic binding: not_evaluated; mutation=True
fieldservice
โšก REST API POST /api/v1/field-service/reports
create_report
Semantic binding: not_evaluated; mutation=True
fieldservice
โšก REST API POST /api/v1/field-service/reports/{report_id}/assign
assign_technician
Semantic binding: not_evaluated; mutation=True
fieldservice
โšก REST API POST /api/v1/field-service/reports/{report_id}/cancel
cancel_report
Semantic binding: not_evaluated; mutation=True
fieldservice
โšก REST API POST /api/v1/field-service/reports/{report_id}/complete
complete_report
Semantic binding: not_evaluated; mutation=True
fieldservice
โšก REST API POST /api/v1/field-service/reports/{report_id}/complete-validated
complete_report_validated
Semantic binding: not_evaluated; mutation=True
fieldservice
โšก REST API POST /api/v1/field-service/reports/{report_id}/documents
upload_report_document
Semantic binding: not_evaluated; mutation=True
fieldservice
โšก REST API POST /api/v1/field-service/reports/{report_id}/email-pdf
email_pdf
Semantic binding: not_evaluated; mutation=True
fieldservice
โšก REST API POST /api/v1/field-service/reports/{report_id}/escalate-ticket
escalate_report_to_ticket
Semantic binding: not_evaluated; mutation=True
fieldservice
โšก REST API POST /api/v1/field-service/reports/{report_id}/material-pick
prepare_material_pick
Semantic binding: not_evaluated; mutation=True
fieldservice
โšก REST API POST /api/v1/field-service/reports/{report_id}/materials
add_material
Semantic binding: not_evaluated; mutation=True
fieldservice
โšก REST API POST /api/v1/field-service/reports/{report_id}/photos
upload_photo
Semantic binding: not_evaluated; mutation=True
fieldservice
โšก REST API POST /api/v1/field-service/reports/{report_id}/signature
add_signature
Semantic binding: not_evaluated; mutation=True
fieldservice
โšก REST API POST /api/v1/field-service/reports/{report_id}/status
update_status
Semantic binding: not_evaluated; mutation=True
fieldservice
โšก REST API POST /api/v1/field-service/reports/{report_id}/status-validated
update_status_validated
Semantic binding: not_evaluated; mutation=True
fieldservice
โšก REST API POST /api/v1/field-service/reports/{report_id}/time-entries
add_time_entry
Semantic binding: not_evaluated; mutation=True
fieldservice
โšก REST API POST /api/v1/field-service/reports/{report_id}/timer/discard
discard_timer
Semantic binding: not_evaluated; mutation=True
fieldservice
โšก REST API POST /api/v1/field-service/reports/{report_id}/timer/start
start_timer
Semantic binding: not_evaluated; mutation=True
fieldservice
โšก REST API POST /api/v1/field-service/reports/{report_id}/timer/stop
stop_timer
Semantic binding: not_evaluated; mutation=True
fieldservice
โšก REST API PUT /api/v1/field-service/reports/{report_id}/acceptance
update_acceptance
Semantic binding: not_evaluated; mutation=True
fieldservice
โšก REST API PUT /api/v1/field-service/reports/{report_id}/checklist
update_checklist
Semantic binding: not_evaluated; mutation=True
fieldservice
โšก REST API PUT /api/v1/field-service/reports/{report_id}/summary
update_summary
Semantic binding: not_evaluated; mutation=True
fieldservice
โšก REST API POST /api/v1/fieldservice/reports
Save the report
Storage servicebericht and time and signature
fieldservice:write

๐Ÿ›ก๏ธ Regulatory and compliance

Dieses Modul unterliegt folgenden gesetzlichen, regulatorischen und Revisionsstandards:

  • The Commission shall adopt the following measures:
  • BGB acceptance of works contracts (ยง640)
Connected modules:
โž” workorders โž” customers โž” calendar โž” finance