Similar approach for both Assets and functional locations. You need to create both
To create a Functional Location, requires a number of other records to already exist:
- Functional Location Type
- Functional Location Lifecycle Model (to be able to create the Functional location Type)
For Assets its:
- Asset Type
- Asset Lifecycle Model
This is what you do for functional locations, it's the equivalent process for Assets.
The Functional Location Lifecycle Model field is a field that would be typically populated from FSCM, but it may also be necessary to add direct to Field service. (A similar approach applies to both Assets and Functional Locations). One model will be defined in Field Service. When the integration with FSCM occurs, the values should be modified to match those in FSCM.
To create a Functional Location Lifecycle Model, use the Admin version of Advanced Find to open the view for Active Functional Location Lifecycle Model records then click on new to add an additional record. It is unlikely once the system has been set up that there will be need to do this.
Functional Location Lifecycle State records also required. They also ought to be synchronized from FSCM. If necessary to create them, then it is a similar method using the Admin Advance Find and use the view of Functional Location Lifecycle States.
The values of the fields are set as shown below for each of the States required.
Suggested values might be: New; Active; In Repair; Removed. (These would need to match what will be used in FSCM).
