How to Create a Visit

Introduction

Creating a new visit in Field Service Management (FSM) is straightforward and can be done from either the Issue Panel, the Table View and the Scheduling View of the Project Page. Following steps explain how to create a visit using the FSM app in the issue panel (You can follow the same steps to add new visit in table view of the project page as well). The steps include adding a visit with necessary details and saving it to the visits list. You can also manage visits through editing or deletion options.

Steps to Create a Visit

1. Open the FSM App

   • Navigate to the issue panel in your Jira issue.

   • Click on Apps.

   • Locate Field Service Management app and click on it to add it to the Jira issue.

2. Add a New Visit

   • Click the Add Visit button.

3. Fill in Visit Details

   • Title (Required):
     Enter a clear and descriptive name for the visit.

   • Location:
     This is a select field powered by Google Places.
     Start typing to search and select the exact address.

   • Suggested Start:
     Displays the system-suggested start date and time for the visit, based on available context.
     This field is informational and helps with planning.

   • Suggested End:
     Displays the system-suggested end date and time for the visit.
     Used as a reference when scheduling the visit.

   • Start:
     Select the actual start date and time of the visit.
     This value is used for scheduling and reporting.

   • End:
     Select the actual end date and time of the visit.
     Must be later than the start time.

   • Visit Type (Dropdown):
     This is a dropdown field.
     If no types are configured, the dropdown will be empty.
     Visit types can be configured from the Admin Panel.

   • Organization (Read-only):
     Automatically copied from the issue’s Organization field.
     Cannot be manually edited.
     Will be blank if no organization is set on the issue.

   • Skill:
     Select one or more relevant skills required for the visit.
     You can also add new skills if they are not already listed.

   • Note:
     Add any additional information or instructions related to the visit.

   • Important:
     Mark this visit as important to highlight and prioritize it in listings and views.

4. Save the Visit

   • Click on the Save button to add your visit.

   • The new visit will be added to the Visits List in the issue panel.

5. View the Created Visit

   • Check the newly created visit in the issue panel.

   • The visit will also appear in the Table View of the Project Page.

Expected Outcome

• A new visit is added to the visits list in the issue panel.

• The visit details are visible in the issue panel and the project page’s table view.

• You can edit or delete the visit if necessary.

Tips

• Ensure the title field is filled out, as it is required.

• Use accurate dates and location details for better scheduling and tracking.

• Review the visits after saving to confirm the addition.