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Training & Education Updates

Training & Education Updates

‎05-03-2018 04:54 AM

please upload time sheet tutorial video

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  • Technician Engineer

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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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‎12-14-2017 06:24 AM

Many of you as prospects or customers may question what is the purpose of Education Services and what is the impact it brings to your organization in the form ROI and Adoption. Look no further. TSIA has written an excellent blog that provides insight into the power of educating your employees. Click the image below to learn more.

If you have any questions on how we can assist with your training efforts for your end user community, contact us at servicemax.ps.customer-training@ge.com

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‎07-10-2017 08:21 AM

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

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‎08-24-2016 07:54 AM


This module will provide information on the Service Flow Manager buttons. The focus will be primarily their purpose, how they are organized and the various action buttons found within the SFM form.

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‎08-24-2016 07:11 AM


This modules provides an insight on how to access work order records and perform some basic work order maintenance.

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‎08-24-2016 06:43 AM


This modules provides an overview on the basic fundamentals on how to navigate using the ServiceMax Mobile for Laptop application. It focuses on the various calendars views, search options and sync functionality.

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‎08-24-2016 06:41 AM


This module will walk you through how to install the Mobile for Laptop application and completing the initial login instructions.

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‎08-23-2016 08:26 PM


This module provides an general overview of the Field Engineer's Day in the Life of ServiceMax via the Mobile for Laptop application.

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‎08-23-2016 11:12 AM


In this module a Field Engineer will learn how to access their assigned work orders and perform key processes in order to generate a service report for their customers.

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‎08-23-2016 11:10 AM


In this module a Field Engineer will learn utilize the calendar and it various features, how to search for key records that appear in the app and syncing their mobile device to ensure the most accurate information is presented.

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‎08-23-2016 11:07 AM


In this module a Field Engineer will learn how to search, install their ServiceMax iPhone application, complete their initial sign-in process and setup their app in the location most suitable to them.

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‎08-23-2016 11:06 AM


In this module the Field Engineer will be taken on a journey of experiencing a Day in the Life of using the ServiceMax iPhone application.

Note: This is only a high level overview of some the processes. An end-to-end process will be completed in an actual training session environment. The remaining modules in this course provide a deeper look into the basics of the application.

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‎08-23-2016 10:45 AM

readiness-badge (1).png

Welcome to the ServiceMax Field Service Platform journey. One of the first steps in getting your project team or end users more familiar with ServiceMax is through our Readiness Video Series. This suite of learning is geared to provide an insight to the ServiceMax applications, using both the browser and the various mobile devices. They provide a general overview of the typical day in the life of ServiceMax as it relates to the Dispatcher and Field Engineers, followed by setup, basic navigation and some general processes attributed to their roles. These videos are designed to serve as an introduction to the ServiceMax application to increase system adoption to the key users. The ServiceMax Education team will then supplement this initial learning via instructor led courses for each customer's specific business processes.

Here is a list of training videos for you to preview on each of the devices used for your implementation. It is strongly recommended for you to view the videos in the order they appear. Simply click on the related link to begin watching. If you have any questions regarding the modules presented or are interested in finding out more information about how we can assist in your training needs, contact us at training@servicemax.com.

ServiceMax BrowserServiceMax iPad ApplicationServiceMax Mobile for Laptop (MFL)ServiceMax iPhone Application

Day in the Life of a Dispatcher

Browser Navigation Basics

Browser Global Search

Browser Tabs & Objects

Browser Record Page Layouts

Browser Service Flow Managers Buttons

Day in the Life of a Field Engineer

iPad Application Installation and Initial Login instructions

iPad Basic Application Navigation

iPad Access Work Order Information

Day in the Life of a Field Engineer

MFL Application Installation and Initial Login instructions

MFL Basic Application Navigation

MFL Access Work Order Information

Day in the Life of a Field Engineer

iPhone Application Installation and Initial Login instructions

iPhone Basic Application Navigation

iPhone Access Work Order Information

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‎08-23-2016 10:27 AM


In this module a Field Engineer will learn how to access their assigned work orders and perform key processes.

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‎08-23-2016 10:25 AM


In this module a Field Engineer will learn utilize the calendar and it various features, how to search for key records that appear in the app and syncing their mobile device to ensure the most accurate information is presented.

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‎08-23-2016 10:23 AM


This module will provide you with instructions on how to install the ServiceMax iPad application and logging in for the first time.

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‎08-23-2016 10:10 AM


In this module the Field Engineer will be taken on a journey of experiencing a Day in the Life of using the ServiceMax iPad application.

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‎08-23-2016 10:08 AM


This module will provide information on the page layout of a record in the ServiceMax application, such as, hover links or related lists, Service Flow Manager buttons, sections and fields.

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‎08-23-2016 10:05 AM


This module will provide with instructions on the various tabs and objects used in ServiceMax. You will focus on how to customize your tabs based on your preference, utilizing tabs to filters, and reviewing specific records.

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