Quick start tests for Field Service Management

reference australia Updated Sep 10, 2026 6 min read quick-start-tests-fsm.md
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Validate that Field Service Management still works after you make any configuration change, such as applying an upgrade or developing an application. Copy and customize these quick start tests to pass when using your instance-specific data.

Field Service Management quick start tests are available when you enable the Field Service Management plugin (com.snc.work_management). Enable the demo data plugin (com.snc.work_management.demo) in a non-production instance to start using the quick start tests available with your application. Activate Field Service Contractor Management plugin (com.snc.fsm_contractor_management) to execute the External contractor related tests. You can also modify existing data and customize it to run the quick tests.

Test

Description

Release version

FSM: Create Initiate Qualify Dispatch and assign Work Order Task

  • Create a work order.
  • Initiate and qualify a work order.
  • Dispatch a work order.
  • Assign a work order task to an agent.

Madrid

FSM: Part Sourcing

  • Source any part to an agent's stock room from the work order task.
  • Create a transfer order line for the part sourcing.
  • Use this part for any work order to consume it using the Part Usage action.

Madrid

FSM: Part Usage

  • Source any part to an agent's stock room from the work order task.
  • Use this part for any work order to consume it using the Part Usage action.

Madrid

FSM: Questionnaire

Create a questionnaire and associate it with a work order task.

Madrid

FSM: Field Service Configuration

Verify that the default configuration such as task assignment method, qualification requirement, PDF summary and agent's ability to accept or reject tasks is preserved.

New York

FSM: Planned Maintenance

Create a planned maintenance work order with weekly interval time for printer maintenance.

New York

FSM: Appointment Booking Configuration

Verify that the default configuration for appointment booking is preserved and that the point of sale service and catalog item exists in the system.

New York

FSM: Create Work or Personal Schedules

Create personal or work schedule for agents.

Orlando

FSM: Field Service Property Settings

Verify that the field service system properties preserve expected values.

Orlando

FSM: Work Groups

Verify that field service agents can be added to work groups.

Orlando

FSM: Dynamic Scheduling - Preferred Technician assignment with mandatory parts reservation

With Dynamic scheduling:- Preferred technician should be picked for task assignment.

  • Mandatory parts should be reserved in the agent stock room.

Note: Activate Customer service management demo data plugin.

Paris

FSM: Create Time Card

Verify that a time card is created for an agent in the work order task.

Quebec

FSM: Create incidental

Verify that an incidental is created for an agent in the work order task.

Quebec

FSM: Onboarding contractor company

Verify that a contractor company is onboarded with assignment group, external manager, and external agent.Note: Activate Field Service Contractor Management plugin.

Quebec

FSM: Onboarding contractor agent by external manager

Verify that an external contractor manager can onboard external agents from the Field Service Contractor Management portal.

Quebec

FSM: External contractor manager fulfil the work order task

Verify that a contractor manager or an agent is able to fulfil the assigned work order task.

Quebec

FSM: Assign work order task to Vendor group

Verify that a work order task is assigned to the external assignment group based on the defined criteria, such as task location and configuration parameters.

Quebec

FSM: Pause and Resume work order task

Verify that an agent can pause and resume work for a work order tasks.

Rome

FSM: Dynamic Scheduling - Assign technician with matching skills

With Dynamic Scheduling: Verify that a work order task is assigned to a technician who possesses all mandatory skills mentioned in the task.

Rome

FSM: Off boarding contractor agent by external manager

Verify that an external contractor manager can off board external agents from the Field Service Contractor Management portal.

Rome

FSM: External contractor manager asset sourcing and usage

Verify that an external contractor manager is able to perform the following actions: - Request parts from stockroom.

  • Pick the part.
  • Close the transfer order.
  • Perform work using the part.

San Diego

FSM: External contractor agent fulfil the work order task

Verify that a contractor agent is able to fulfil the work order task that is assigned by the external contractor manager.

San Diego

FSM: Capacity Scheduling - Assign work to field service agents based on capacity

Verify that the rules and values mentioned in the capacity definition and capacity assignment module are evaluated to assign work to the agent based on capacity.

Tokyo

FSM: Onboarding external contractor agent as additional manager for the external assignment group

Verify that when onboarding an external agent for the contractor company, you can assign the additional manager role to the agent.

Tokyo

FSM: Dispatcher Workspace - Assign crews to work order tasks that require a group of agents to work on them

  • Verify that a dispatcher with the crew moderator role can create a crew in the Dispatcher Workspace.
  • Verify that a dispatcher with the crew moderator role can assign a work order task to the planned crew in the Dispatcher Workspace

Tokyo

FSM: Work order task supports Multi-day task scheduling

Verify the Multiday task scheduling functionality:- Create Work order, work order task, and agent schedule records.

  • Select the Assign across schedule entries option in the work order task.
  • Assign an agent to the work order task for which the task duration is more than a day.
  • Verify that work order task is assigned successfully to the agent and the estimated end time is populated correctly.

Tokyo

Verify creating a work order from a case and assigning a work order task to an agent from CSM/ FSM Configurable Workspace

  • Verify you can create a work order from a case.
  • Qualify the work order and verify a work order task is created.
  • Assign the work order task to an agent and verify the agent it is assigned to is updated correctly.

Xanadu

FSM: Appointment Booking unified UI modal validation in platform

  • Create work order and work order task.
  • Launch Seismic Appointment Booking calender in Platform.
  • Verify that Today and Next week options displays the correct calender.

Yokohama

Create and qualify a work order, then assign the work order from Dispatcher Workspace as a dispatcher

  • As a dispatcher, from the CSM/FSM Configurable workspace go to the List view and create a new work order.
  • Then as an administrator, qualify the work order and verify if a work order task is created.
  • Then as a dispatcher, assign the work order task to a Field Service agent and verify the Assigned to field is update correctly.

Yokohama

Clone a work order task

  • From from the CSM/FSM Configurable workspace, open any work order task record page.
  • Select Clone Work order task, and verify that a new work order task is created with all details populated from the original work order task.

Yokohama

Create a time worked entry as a dispatcher or qualifier

  • From the CSM/FSM Configurable workspace, go to the List view and create a new work order.
  • Qualify the work order and verify that a work order task is created.
  • Select Record Time, then fill in the time worked entry and select Save.
  • Verify that the time worked entry is created successfully.

Brazil

Flag a work order task from CSM/FSM Configurable workspace

  • From the CSM/FSM Configurable workspace, as a user with the Dispatcher or Qualifier role, go to the List view and create a new work order.
  • Qualify the Work order and verify if a Work order task is created.
  • Go to the Work order task you created and select Flag. Verify the work order task is flagged and you see a Unflag button.
  • Select Unflag and verify work order task is now unflagged, and the Flag button is available.

Brazil

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