Documentation
Field Service Management for Jira and JSM documentation
Guides, setup and reference. Pick a topic below or use the navigation on the left.
How to Create a Visit
IntroductionCreating a new visit in Field Service Management (FSM) is straightforward and can be done from either the Issue Panel,
Read →How to Schedule a Visit
IntroductionIn the Scheduling View of the Project Page, you can drag and drop unplanned visits, assign them to team members, and a
Read →Issue View
The Issue View allows users to manage visits directly from a Jira issue. From here, visits can be created, viewed, updated, schedu
Read →Project View (Scheduling, Calendar, Routes, Table)
IntroductionThe Field Service Management (FSM) app offers a comprehensive view of visits, accessible through Project Page: Table V
Read →My Trips (Agenda, Routes, Weekly)
IntroductionThe Field Service Management (FSM) app offers a comprehensive view of visits, accessible through Project Page: Table V
Read →Booking a Visit from Jira Service Management Portal
Visits can be requested directly from the Jira Service Management portal when raising a request. This allows customers or internal
Read →Visit's Type Configuration (Admin Panel)
Accessing the Admin PanelClick on Apps in the Jira menuNavigate to Manage AppsIn User Installed Apps, find the Field Service Manag
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