Change management for Field Service components

reference australia Updated Sep 10, 2026 2 min read change-management-for-field-service-components.md
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Various plugins, script includes, and business rules are installed with the Change Management for Field Service application.

Plugin

The Change Management for Field Service application (sn_fsm_chg_mng) plugin must be activated. For more information on the steps to activate a plugin, see Install Change Management for Field Service.

Script Include

Description

ChangeRequestWorkOrderUtil

Updates the change request work notes when any of the following actions happen: - The state of work order changes.

  • The change request is automatically closed when the work order is closed
  • The work order is deleted.

ChangeWorkOrderIntegration

Provides the default implementation that helps integrating the change requests with work orders using the extension point.

## Business rules

Change Management for Field Service adds the following new business rules.

Business Rule

Table

Description

Cancel Work Order

Change Request [change_request]

Cancels the work order when the change request is canceled.

Populate Window Start/End with Change

Service Order Task [sm_task]

Populates the window start and end dates of the work order task with the planned start and end dates that are defined in the change request.

Update Change with Work Order Changes

Work Order [wm_order]

Updates the change request when the state of the work order changes. Automatically closes the change request if the work order is Closed Complete.

Update Work order deletion to Change

Work Order [wm_order]

Updates the work notes of the change request if the work order is deleted.

Validate Requested Due By with Change

Work Order [wm_order]

Validates whether the requested due by date that is defined on the work order is before the planned end date of the change request.

ValidateWindowStartEndDatewithChange

Work Order Task [wm_task]

Validates whether the window start and end date of the work order task is scheduled within the start and end dates of the change request.

## Roles

Change Management for Field Service modifies the following existing role.

Role title [name]

Description

Contains roles

Field Service Management Agent[wm_agent]

Manages actual task time and performs work on site. Agents can view parent change request details from the work order task.

sn_change_read

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