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Training & Education Updates

Training & Education Updates

Employee
Employee
a week ago

Watch this video to learn about enhancements to Schedule Optimization.

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  • Administrator

1 0 43
Employee
Employee
a week ago

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

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2 0 47
Employee
Employee
a week ago

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

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0 0 30
Employee
Employee
a week ago

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

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  • Administrator

1 0 27
Employee
Employee
a week ago

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

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  • Administrator

1 0 30
Employee
Employee
a week ago

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 0 38
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 0 278
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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  • Administrator

0 0 231
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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1 0 327
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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1 0 209
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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6 2 692
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 1,210
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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  • Administrator

0 1 979
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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  • Administrator

1 1 627
Employee
Employee
‎06-28-2018 09:23 AM

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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.

  • 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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  • Administrator

1 0 1,350
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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  • Administrator

3 0 695
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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  • Administrator

6 1 1,475
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
  • Administrator

1 0 1,024
Employee
Employee
‎03-08-2018 12:32 PM

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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6 1 1,043
Employee
Employee
‎02-26-2018 05:22 PM

ServiceMax Tip - Logo - Feb 2018.png

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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  • Administrator

2 0 657