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Our Predix ServiceMax FSM 18.3 release training gives you the first look at new capabilities and enhancements to existing features.  Each video in the series features an overview, relevant use cases and in-depth demonstrations.  Watch the videos today by clicking directly on links below.

  • Salesforce Files: With new Salesforce files support for Output Documents and Checklist attachments when using ServiceMax on a browser, your document management and collaboration will be simplified. In addition, you’ll also be able to store different file versions. Watch this video to learn how to enable Salesforce files support in your org.
  • Ranked Appointment Booking: With Ranked Appointment Booking, you’ll be able to get a list of possible appointment time slots ranked by how efficient they are for your service teams, so you’ll have the confidence to offer appointment times to your customers that are optimized for your organization. Watch this video to learn how the Ranked Appointment Booking window works and how to set it up.

 

Please reference the Predix ServiceMax FSM 18.3 release notes for additional details.

 

Happy learning!

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Our Predix ServiceMax 18.2 release training gives you the first look at new capabilities and enhancements to existing features.  Each video in the series features an overview, relevant use cases and in-depth demonstrations.  Watch the videos today by clicking directly on links below.

 

  • Checklists: With the new Feature Permission Administration page, you’ll be able to designate Checklist Admins, and you’ll now be able to update the Source Object Record with answers from a Checklist. The Technician, time, and location will now be captured with every submitted Checklist, and on the FSA app, Technicians will be able to view sections and quickly navigate to the section they want. See how all these features work in this video.
  • SFM Lightning: With Predix ServiceMax 18.2, we’re introducing an SFM Wizards Lightning Component that’s an improvement to the user experience when interacting with SFM Wizards on Lightning. You’ll also see a new header on Output Docs when launched from Lightning, and you can now enable a “Launch SFM Designer” option to allow admins to quickly edit an SFM Transaction directly from the SFM Transaction delivery page. Also included in this release are several UI improvements to the SFM Lightning theme. If you would like to take advantage of these enhancements, you will need to change the group-wide profile setting SET004 SFM Delivery Experience (under Module: SFM Transaction Manager, Submodule: SFM Transaction Delivery Engine) to “Lightning”. Please refer to the release notes and Predix ServiceMax 18.2 user documentation for more information.
  • Special Announcements: With Predix ServiceMax 18.2, there are some changes to the backend processes that get triggered when you designate a user as a “ServiceMax User”. In addition, new Downtime Messaging Banners will keep you informed of planned downtime of the Configurator and Migration Tool. Learn more about these changes in this video.

 

Please reference the ServiceMax 18.2 release notes for additional details.

 

Happy learning!

The winter Olympics got me thinking about achieving excellence.   Being an Olympic athlete means you have excelled to the top of your game, you are the best of the best.  But how did these athletes make it there?  What made them the best?

 

Imagine being a top athlete and your told by your coach that you have to play a new game.  You are expected to drive positive results and win the game, but the only information you are given is where to be and when.  You show up to play as you were told to do, but you don’t know the game or the goals of the game.  You don’t know the equipment or if you have teammates.  There is limited instruction, no rules, no practice and no resource offering support for your questions.  How effective would you be at playing, driving positive results and winning that new game? 

Answer: Not very effective.

 

This is the scenario many businesses force onto their teams.  Professionals at the top of their game expected to delivery positive results, usually better than current results in a completely foreign, unique environment with little to no instruction and support.  Like the Olympics, businesses are results focused.  If you want to achieve top results then you need to provide the knowledge, tools, direction and support to help your team achieve success.

 

Field Service implementations can only be successful with end user adoption. You cannot achieve gold medal performance without your players being prepared and committed.  This blog series is geared for business leaders who want to understand how to drive their teams to Gold Metal adoption.  I will share best practices for planning, preparing and executing adoption results with your teams 

 

Gold Metal Adoption is achieved by executing four key principles. 

  1. Prepare Your Team – Identifying and plan for the people, the processes and the technology affected by your project.
  2. Communicate Effectively- Sharing news and key information about your ServiceMax project with leadership and teams early and often
  3. Educate With Purpose- Focusing your efforts around your audience, delivery method, business environment and the most useful formats for content
  4. Provide Comprehensive Support – Planning for resources, feedback channels and tools that support your team’s needs from beginning to well after the project is complete

 

These core principles are as central to your success as a business as they are for the success of any Olympic athlete.  Each Olympian has come from a well thought out plan including the right coaching, partners and opposition to grow and develop. They had the tools to put their plan into action; the leadership to drive their performance forward; the training to understand, develop and improve; and the support to work through their challenges and strive for more. 

This Olympic Blog Series will provide you with the tools to create the Gold Medal team you are meant to have. 

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Are you an Admin with a great idea about how to improve or enhance the ServiceMax product? Maybe you’d like to suggest a new feature, or have an idea how to improve upon an already-existing functionality. In this video, you’ll learn how to explore, submit, track, and vote on ideas using the ServiceMax Community Ideas Exchange.

 

https://community.servicemax.com/videos/1534

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Our Winter '18 release training gives you the first look at new capabilities and enhancements to existing features.  Each video in the series features an overview, relevant use cases and in-depth demonstrations.  Watch the videos today by clicking directly on links below.

 

  • Field Inventory Management on FSA With the Winter '18 release, you'll now be able to configure ServiceMax to allow your Field Technicians to locate and transfer spare parts using the updated Field Service App on their mobile devices. Watch how to set it up in this video.
  • Service Performance Metrics Enhancements With the Winter '18 release, a new metric—Mean Time Between Failures—will help you identify the average amount of time between failures on Installed Products, so you can proactively address issues before they become a problem. Learn how to set up this new metric by watching this video. (NOTE: You must already have Service Performance Metrics enabled in your org to take advantage of the new metric. See your Account Manager if you would like to enable Service Performance Metrics in your org.)

 

Please reference the Winter '18 release notes for additional details.

 

Happy learning!

Attention ServiceMax Certified individuals:  you may be at risk of losing your credentials if you have not completed certification maintenance requirements for the Autumn '17 release by January 19th, 2018 at 11:59pm Pacific.   

 

If certification requirements as listed below are not completed by tomorrow, your credentials will expire and you will be required to purchase and retake the FULL EXAM to regain the credential.  If you are a ServiceMax Certified Advanced Administrator, it will expire at this time as well.

 

To prevent your credential from expiring, you must complete the online Autumn ‘17 Release Training and Exam by January 19th, 2018 at 11:59pm Pacific.

 

To take the exam:

  1. 1. Go to https://servicemax.litmos.com/
  2. 2. Login using your LMS username and password
  3. Click on the Course Library tab
  4. Locate and click on the course called Autumn ‘17 Release Training
  5. Click the Start This Course button
  6. 6. You will be able to take the exam once you've watched the videos

 

You have three attempts to pass the exam.  The passing score is 75%.  The primary reference materials for this exam are the Autumn ‘17 Release Training video content and the Autumn ‘17 Release Notes.

 

Once you've successfully completed the Autumn ‘17 Release Training, your status in the program will remain active and you will be fully current until the following release.

 

If you are unable to locate the Autumn ‘17 Release Training course or have other inquiries, please contact us immediately at servicemax.product-training@ge.com.

 

Regards,

ServiceMax Product Certification Team

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Are you a ServiceMax Admin who’d like to present or hide a set of SFM buttons to a group of users, such as your Technicians or Call Center Agents? Maybe your Technicians need access to an SFM button to generate a Service Report, while your Call Center Agents need to check entitlements, and you don’t want to overwhelm either group with buttons they don’t use. You can do this by properly configuring an SFM Wizard, and in this 5-minute video we’ll show you how.

ServiceMax Tips: How to Show or Hide SFM Buttons

Attention ServiceMax Certified individuals:  you may be at risk of losing your credentials if you have not completed certification maintenance requirements for the Summer '17 release by tomorrow, October 31st at 11:59pm Pacific.   

 

If certification requirements as listed below are not completed by tomorrow, your credentials will expire and you will be required to purchase and retake the FULL EXAM to regain the credential.  If you are a ServiceMax Certified Advanced Administrator, it will expire at this time as well.

 

To prevent your credential from expiring, you must complete the online Summer ‘17 Release Training and Exam by October 31, 2017 at 11:59pm Pacific.

 

To take the exam:

  1. 1. Go tohttps://servicemax.litmos.com/https://servicemax.litmos.com/
  2. 2. Login using your LMS username and password
  3. Click on the Course Library tab
  4. Locate and click on the course called Summer ‘17 Release Training
  5. Click the Start This Course button
  6. 6. You will be able to take the exam once you've watched the videos

 

You have three attempts to pass the exam.  The passing score is 75%.  The primary reference materials for this exam are the Summer ‘17 Release Training video content and the Summer ‘17 Release Notes. 

 

Once you've successfully completed the Summer ‘17 Release Training, your status in the program will remain active and you will be fully current until the following release. 

 

If you are unable to locate the Summer ‘17 Release Training course or have other inquiries, please contact us immediately at servicemax.product-training@ge.com

 

Regards,

ServiceMax Product Certification Team

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Our Autumn '17 release training gives you the first look at new capabilities and enhancements to existing features.  Each video in the series features an overview, relevant use cases and in-depth demonstrations.  Watch the videos today by clicking directly on links below.

 

  • Installed Base on Web: The tree view of the installed base has been enhanced to show installed base hierarchies in context of both installed products and locations. Watch this video to see how it works.
  • Dispatch & Scheduling Improvements: Improvements to the way technicians and work order events are loaded into the Gantt view mean dispatchers can get started on the Dispatch Console faster than ever before. And job dependencies establish rules that help a dispatcher or the optimization engine schedule preparatory work to be completed before the subsequent technician visits, avoiding surprises and rework. Learn how to take advantage of these improvements in this video.
  • Condition Based Maintenance Improvements: An additional option when creating preventive maintenance plans is now available that lets you set a threshold for values like temperature or pressure, so preventive maintenance work orders can be automatically scheduled when those values fall below or rise above the set threshold. Learn how to set it up in this video.
  • Checklist Improvements: You can now add a question that allows your technicians to upload a photo to a checklist, specify default answers, and add controls to an output document to specify which checklists and which version of a checklist should be included. Watch this video to see how to set up your checklists and output documents to make it work.

 

Please reference the Autumn '17 release notes for additional details.

 

Happy learning!

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Our Summer '17 release training gives you the first look at new capabilities and enhancements to existing features.  Each video in the series features an overview, relevant use cases and in-depth demonstrations.  Watch the videos today by clicking directly on links below.

 

  • Creating Checklists with Dynamic Branching: With the Summer ’17 release, you’ll be able to create Checklists more effectively with entry and exit criteria. Now you can show or hide a section based on any condition, and you can branch out to a different section based on a question’s answer. This allows you to create one Checklist to fit multiple scenarios and product types. Watch this video to learn how to create a Checklist with dynamic branching.
  • Enabling Condition-based PM Plans: Condition based Preventive Maintenance Plans allow you to set up a Preventive Maintenance Plan that creates Work Orders based on single or multiple conditions such as the number of miles driven and/or transactions completed, with conditions coming from manual entries or IoT signals. This is an addition to time based Preventive Maintenance Plans, such as every six months or every year. Learn how to set up condition based Preventive Maintenance Plans in this video.

 

Please reference the Summer '17 release notes for additional details.

 

Happy learning!

As you embark on your journey into ServiceMax, establishing an onboarding and continuing education plan is crucial to maximizing your adoption. Here at ServiceMax our Education Services teams' pride themselves on utilizing adult learning principles in creating education workshops, curriculums, and training rollout plans suitable for a number of users in your organization.

 

The following roadmap will give you a better understanding of how the Education Services team works closely with you and your project team to get the most of your training resources and end users. You can click the image or the link below to access the Education Roadmap for more information. If you have any additional questions pertaining your training programs and rollouts or how you use our Education Services, email us directly @ servicemax.ps.customer-training@ge.com

 

 

 

Education Roadmap.png

Direct link to Education Roadmap: Educational Customer Implementation Journey

ServiceMax continuously innovates and releases new features and functionalities to our product three times per year. To ensure that you are continuously developing your skills and keeping your knowledge current, we provide training and an exam for each release and ask that all certified resources complete them. This certification maintenance program was announced last summer in conjunction with our Summer '16 release but the communications may have missed some of our certification holders.


In an effort to ensure that everyone has a chance to maintain their knowledge and expertise, we are extending the original deadline for the Summer '16 release exam to match that of the Winter '17 release exam. Our Summer '17 release is scheduled for the end of July and we want our certified individuals to be ready for that exciting new release.   Read on for more details about the process and the revised deadline.

 

How can you maintain an active ServiceMax Certification?

  • Go to https://servicemax.litmos.com/
  • Login using your LMS username and password
  • Click on the Course Library tab
  • Locate and click on the course called Summer '16 or Winter '17 Release Training
  • Click the Start This Course button
  • You will be able to take the exam once you've watched the videos

 

What if you do not have a LMS username and password? 

Please contact the Product Certification Team immediately at servicemax.product-training@ge.com and provide your full name, email address and original date of certification.

 

What happens if you do not pass a maintenance exam? 

You are permitted three (3) attempts per maintenance exam. If you do not pass the release exam by its deadline, all credentials maintained by that exam will expire.

 

Can you ‘test-out’ or otherwise skip maintenance exams?  Each release has specific features that you need to know about. The exams are not cumulative and skipping a maintenance exam will leave a gap in your knowledge. You need to take all release exams to maintain both your basic and advanced credentials.

 

How does the exam work?

Maintenance exams are:

  • Delivered online via the ServiceMax University LMS system
  • Non-proctored
  • “Open book” (notes may be referenced)
  • Taken at your convenience and approximately 15-30 minutes in length. The number of questions will vary depending on the volume of new release changes.
  • Free of charge

 

What's the deadline?

As mentioned above, we have extended the deadline for the Summer '16 release exam so it and the Winter '17 release exam are now due by 11:59pm Pacific on July 21, 2017. You must pass both exams to maintain your certification(s). No additional extensions will be offered or honored.

 

What's next?

Please refer to our website for important upcoming dates regarding your certification maintenance.

 

Thank you for your participation in our Product Certification Program. If you have any questions about the exam process or need assistance accessing the release content or exam in our LMS, please contact us at servicemax.product-training@ge.com.

 

Happy Learning!

 

ServiceMaxProduct Certification Team

Our Winter '17 Release training features a five-part video series, giving you the first look at new capabilities and enhancements to existing features.  Each video in the series features an overview, relevant use cases and in-depth demonstrations.  Watch the videos today by clicking directly on links below.

 

  • Checklists Enhancements This video will walk through adding a Help URL to a Checklist and how to enable data validation.
  • Configuring the Work Order Summary View This video will show you how you can customize the Work Order Summary View that will appear in each Technician's device.
  • Dispatch Console Enhancements This video will walk through the new Dispatch Console to show you how your Dispatchers can now assign Work Orders with longer durations and multiple Technicians more quickly and easily. You'll also see some improvements to the Map View and how to use it.
  • Enabling Dynamic Preventive Maintenance Scheduling In this video, you'll learn how to enable Preventive Maintenance Plans that dynamically generate Work Orders adjusting for work performed earlier or later than originally scheduled.
  • Installed Base App Enhancements This video will walk you through the new enhancements to Installed Base.

 

Please reference the Winter '17 release notes for additional details.

 

Happy learning!

ServiceMax Certified Administrators and Advanced Administrators:  You may be at risk of losing your ServiceMax Certified Administrator credentials if you have not completed certification maintenance requirements. 

 

If certification requirements as listed below are not completed by the due date listed on the website, your credentials will expire and you will be required to purchase and retake the FULL EXAM to regain the credential.  If you are a ServiceMax Certified Advanced Administrator, it will expire at this time as well. 

 

To prevent your credential from expiring, you must  complete the online Release Training and Exam.

To take the exam:

  1. Go to https://servicemax.litmos.com/
  2. Login using your LMS username and password
  3. Click on the Course Library tab
  4. Locate and click on the Release Training course
  5. Click the Start This Course button
  6. You will be able to take the exam once you've watched the videos

 

You have three attempts to pass the exam.  The passing score is 75%.  The primary reference materials for this exam are the Release Training video content and the release notes (available via User Docs). 

Once you've successfully completed the current Release Training, your status in the program will remain active and you will be fully current until the following release. 

 

Please contact us at servicemax.product-training@ge.com for inquiries. 

 

Regards,

ServiceMax Product Certification Team

Ongoing training for current administrators and service organization just improves the outcomes you expect from ServiceMax. At the same time, new employees that need to get up and running quickly benefit from the latest training content. Continuous improvements in training materials and methods ensure a higher level of adoption success.

 

Adoption Best Practices:

When you start the education process, a basic understanding of the current business procedures come first and all of the important step-by-step instruction is a top priority. With the basics, you achieve your goals – the people at the center of your efforts are prepared. But, are they dedicated to putting all of their new tools to good use?

 

With ServiceMax’s Continuing Education services a targeted program for advanced training is created to help your ServiceMax learners overcome obstacles and move past the basics. With offerings for ServiceMax best practices and refresher training, your service team puts your own ServiceMax analytics to work. Based on the results of your service team’s performance, our Education Consultants help them progress through any major hurdles in understanding and knowledge to gain a deeper appreciation for ServiceMax that boosts adoption.

 

The following education services may be offered to promote early adoption efforts within your instance of ServiceMax for your end users:

  • Application or Device Best Practices
  • Refresh and Retain Sessions

EnhancementsTraining:

At ServiceMax we understand that perfecting field service is a continual effort in improving service delivery. Taking advantage of the latest ServiceMax functionality is the best way to stay on top of advancing technology and service practices. When you upgrade, change your service processes or enhance the usability of ServiceMax, you’ll want to revisit your training programs. ServiceMax offers a line of training services that help you keep your service team moving in the right direction for perfecting field service.

The following education services may be offered to promote enhancements and changes within your instance of ServiceMax to continue adoption efforts for your end users:

  • Enhancement Showcase
  • Upgrade Training
  • Ongoing Client Success Videos



 

For more information the Continuing Education Programs, visit our Customer Education Program webpage.