Visit's Type Configuration (Admin Panel)

Accessing the Admin Panel

1. Click on Apps in the Jira menu

2. Navigate to Manage Apps

3. In User Installed Apps, find the Field Service Management for Jira (FSM) app

4. Click Configure to open the Admin Panel

Managing Visit Types

Adding a New Visit Type

1. In the Admin Panel, click Add New Type button

2. A drawer will open with type configuration options

3. Enter Type Details:

   • Type Name: Provide a descriptive name for the visit type

   • Color: Select a color to represent the type

4. Click Save

Important Notes

• Visit types list will be empty by default

• No default types are pre-configured

• You must manually add visit types

Resetting Visit Types

• Use the Reset button to clear all existing visit types

• Caution: This action will remove all previously configured types