You are here:
Review Default Settings for Work Plans
Start your field service implementation by understanding the default, out-of-the-box logic that drives work plans.
| Deployment Step | Description of Step (Object/Perms/Config) |
|---|---|
| Prevent Scheduling Overlaps | Use Drip Feed to wait for a service appointment to be completed before scheduling another. |
| Turn on "Generate Work Plans and Work Steps from templates and selection rules" | NA |
| Add Work Plan component to Work Plan Lightning record page | NA |
| Update Work Order page layout for technicians | Adds Work Plan related list to the Work Order page layout for technicians. |
| Update Work Order page layout for admins | Adds Work Plan related list to the Work Order page layout for admins. |
| Add Work Plan component to Work Order Line Item Lightning record page | NA |
| Update Work Order Line Item page layout for technicians | Adds Work Plan related list to the Work Order Line Item page layout for technicians. |
| Update Work Order Line Item page layout for admins | Adds Work Plan related list to the Work Order Line Item page layout for admins. |
Did this article solve your issue?
Let us know so we can improve!
