Customer & field service
Customer cases, contracts, outages, dispatch, and work orders.
Guides
Validate account access and entitlement, manage communications, and coordinate case closure.
Record outages and verify service availabilityModel interruption and planned maintenance, publish status, and interpret availability evidence.
Dispatch and verify field workPlan a work order, assign a qualified resource, and collect completion evidence.
Run a case playbook and coordinate a major caseConfigure playbook activities, complete an active run, and manage coordinated updates without losing case-specific access.
Form reference
17 declared fields for Customer account. Required fields include Name.
Customer installed assets10 declared fields for Installed customer asset. Required fields include Name, Customer account, Installed asset or service.
Customer service contracts17 declared fields for Customer service contract. Required fields include Name, Customer account, Contract number, Coverage start.
Customer service entitlements11 declared fields for Service entitlement. Required fields include Name, Customer account, Customer service contract.
Field service schedules15 declared fields for Field work schedule. Required fields include Name, Published work plan, Service location, First occurrence (UTC).
Technician availability exceptions9 declared fields for Technician absence. Required fields include Name, Technician, Unavailable from, Unavailable until.
Customer feedback settings10 declared fields for Customer feedback setting. Required fields include Survey question, Response window (days).
Customer satisfaction responses10 declared fields for Customer satisfaction response. Required fields include Customer case, Respondent.
Case playbooks8 declared fields for Case playbook. Required fields include Name.
Captured case playbooks9 declared fields for Captured case playbook. Required fields include Customer case, Playbook definition.
Major customer issues10 declared fields for Major customer issue. Required fields include Title, Business impact, Originating customer case.
Service outages14 declared fields for Service outage. Required fields include Outage title, Operational description, Primary affected CI, Service impact began (UTC).
Customer service cases14 declared fields for Customer service case. Required fields include Case title, Describe the issue, Customer account.
Customer case tasks10 declared fields for Customer case task. Required fields include Customer case, Task title.