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Training & Education Updates

Training & Education Updates

Employee
Employee
‎09-13-2019 03:00 PM

Watch this video to learn about enhancements to Schedule Optimization.

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Employee
Employee
‎09-13-2019 02:55 PM

Watch this video to learn about the Service Board upgrade process and new enhancements in Service Board 19.2.

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3 0 118
Employee
Employee
‎09-13-2019 02:52 PM

Watch this video to learn how to enable the ServiceMax Go / Zinc integration and use the new Connected Conversations feature.

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Employee
Employee
‎09-13-2019 02:50 PM

Watch this video to see some of the enhancements to SFMs in ServiceMax 19.2.

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Employee
Employee
‎09-13-2019 02:47 PM

Watch this video to learn about the new enhancements when running ServiceMax in Salesforce Lightning.

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Employee
Employee
‎09-13-2019 02:44 PM

Watch this video to learn how to set up notifications to ServiceMax Go users when a change has been made to a Work Order or when a user has entered or exited a geofence.

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1 8 110
Employee
Employee
‎05-08-2019 10:55 AM

Starting today our new ServiceMax University eLearning Catalog comprised of complimentary, self-paced tutorials and courses is available to everyone, providing ServiceMax Administrators with the keys to success. Stay tuned for additional improvements to come throughout the year! 

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15 4 1,712
Employee
Employee
‎04-08-2019 09:29 AM

Custom Code Snippet Support allows you to run code on the FSA app on local records, so you can perform validations and catch errors before attempting to sync data with the server. In this video, we'll show you how to set it up and walk through a sample use case.

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1 0 313
Employee
Employee
‎04-08-2019 09:30 AM

This video will walk through Salesforce File Support and other enhancements that improve the experience when working with file attachments like images and PDFs on the FSA app.

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Employee
Employee
‎04-08-2019 09:31 AM

Our ServiceMax 19.1 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.

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Employee
Employee
‎04-08-2019 09:30 AM

In this video, we'll show you how Real Time Optimization can help you optimize routes for an entire territory as soon as new Work Orders are entered when using Schedule Optimization.

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Employee
Employee
‎12-18-2018 11:24 AM

ServiceMax Tip - Logo - Feb 2018.png

As an Admin, you know how to troubleshoot problems in your ServiceMax browser environment by logging in as your users. But what do you do when one of your technicians is having trouble creating records while they’re logged into a mobile app and you need some help from Support to figure out why? You'll need to give ServiceMax Support login access to a mobile user, and in this 6-minute video we'll show you how.

https://community.servicemax.com/videos/1581

Need to grant Support login access to your browser environment instead? Check out ServiceMax Tips: How to Grant Access to Support

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Pastry Chef
Pastry Chef
‎11-01-2018 03:59 PM

Our team just completed our 201 certification and our SMax trainer Angie Hanning​ was fantastic. The course was well-structured and content-rich and our whole team of admins and developers got a lot out of it. We highly recommend Angie and the 201 couse in general!

IMG_20181101_130301.jpg

Lisa MercerDana Levitt

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Employee
Employee
‎10-17-2018 10:08 AM

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.

  • Video Link : 1566: 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.
  • Video Link : 1564: 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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1 0 1,246
Employee
Employee
‎10-17-2018 10:05 AM


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.

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0 1 1,011
Employee
Employee
‎10-17-2018 10:04 AM


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.

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1 1 646
Employee
Employee
‎06-28-2018 09:23 AM

273x58.png

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.

  • Video Link : 1545: 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.
  • Video Link : 1546: 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.
  • Video Link : 1547: 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!

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1 0 1,364
Employee
Employee
‎06-28-2018 09:10 AM


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.

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3 0 713
Employee
Employee
‎06-28-2018 09:06 AM


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.

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6 1 1,518
Employee
Employee
‎06-28-2018 09:03 AM


With the new Feature Permission 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.

Read more
1 0 1,047