Administration

Administration in Field Service Management (FSM) encompasses all tasks related to setting up and maintaining the system. Administrators configure the software according to the service company’s business processes. This includes, for example, creating user accounts and roles, defining user rights (who can view or edit which data), and maintaining table data, keys, etc. (number ranges, resource types, order types, skill keys). Authorization management, i.e., the administration of access rights and roles, also falls within this area. Well-organized administration ensures that dispatchers, service managers, and technicians can work efficiently with the FSM software because all settings are optimally tailored to their practical needs. The Innosoft FSM software usually has its own administration modules in which system configurations are made (e.g., definition of order types, setup of planning board views, or customization of workflows). In addition, the administration is often responsible for data backup and customization (individual adjustments, see below).

In short, administration ensures the smooth operation and continuous optimization of the FSM system so that all other areas (dispatch, mobile, reporting, etc.) function reliably.