fieldservice_activity

Field Service Activity

A Field Service Activity gives the user the ability to define a list of tasks/activities on a service order

The user can add tasks/activities to the FSM order to the ones created from the template.

Table of contents

• Configuration
• Usage
  • Activities in a FSM Order
  • Activities in a FSM Order Template
    • Using a template with activities for a FSM Order
• Bug Tracker
• Credits
  • Authors
  • Contributors
  • Other credits
  • Maintainers

Configuration

To use this module, you need to:

• Go to Field Service > Configuration > Manage Order Activities

Usage

Activities in a FSM Order

• Go to Field Service application.
• Create or select an FSM Order.
• Under the tab Activities", add as many Activities as needed

FSM Order Activities Tab

Activities in a FSM Order Template

• As a user with Setting access, go to Field Service > Configuration > Settings.
• Activate the Manage Order Templates feature and Save.

Field Service Settings Manage Templates

• As a Field Service User, go to Field Service > Master Data > Templates.

Field Service Templates

• Under the new Activities tab, create or add activities.

Field Service Template Activities

Using a template with activities for a FSM Order

• From the form view of a FSM Order, choose the template you created the activities for.
• Under the tab Activities, you can noticed that the template activities have been copied.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

• Open Source Integrators

Contributors

• Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
• Steve Campbell <scampbells@opensourceintegrators.com>
• Bhavesh Odedra <bodedra@opensourceintegrators.com>
• Freni Patel <fpatel@opensourceintegrators.com>
• Binhex Systems Solutions:
  • Deriman Alonso <d.alonso@binhex.cloud>

Other credits

The development of this module has been financially supported by:

• Open Source Integrators <https://opensourceintegrators.com>

Maintainers

This module is maintained by the OCA.

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainers:

This module is part of the OCA/field-service project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.