Example workflow for Field Service Work Configurations
Explore how to use Field Service Work Configurations for a break-fix task for MRI Scanner. This example workflow shows a customized flow, and an additional state for break-fix work order for MRI Scanner.
Before you begin
Role required: admin, wm_agent
Make sure the Field Service Work Configurations plugin (com.snc.fsm_work_types) and the Field Service Demo Work Configuration for Break fix (com.snc.fsm_mri_scanner_breakfix_work_config) plugin is installed.
About this task
The demo workflow for Field Service Work Configurations uses a custom SM configuration (MRI Scanner Break Fix) for work orders of type break-fix for MRI Scanner. The customizations included in the configuration for this workflow are:
- Auto-qualify the work order
- Auto-accept the work order task when assigned to an agent
- An additional state Complete Diagnosis
- Questionnaire for MRI Scanner break-fix
- Work order summary template for the completion of the task
Procedure
-
Create a work order of type break-fix specifying the template as MRI Scanner Break Fix Template.
-
Select Ready for Qualification; the task moves to Qualified state.
-
Assign the task.
- Navigate to the work order task.
- Select dispatch group, assignment group, and the agent.
- Save the task. The work order task transitions to Accepted state.
-
As an agent, do the following:
- Navigate to the work order task and fill in the additional fields Problem Type, Problem Details, and Diagnosis Details, that are added for this work configuration.
- Select Complete Diagnosis; the work order task transitions to Diagnosis Completed.
- Select Questionnaires to complete the questionnaire included in the work configuration.
- Enter the closing comments in Work notes and select Close complete.
-
Close the work order.
- Navigate to the work order and select Sign and Confirm.
- Enter your name and signature in the Signature Pad and select Accept.
- Download the work order summary customized for the demo work configuration workflow.
---
title: Example workflow for Field Service Work Configurations
description: Explore how to use Field Service Work Configurations for a break-fix task for MRI Scanner. This example workflow shows a customized flow, and an additional state for break-fix work order for MRI Scanner.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/field-service-management/work-order-management/example-workflow-for-field-service-work-configurations.html
release: brazil
product: Work Order Management
classification: work-order-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Work Configurations, Set up work orders and tasks, Configure, Field Service Management]
---
# Example workflow for Field Service Work Configurations
Explore how to use Field Service Work Configurations for a break-fix task for MRI Scanner. This example workflow shows a customized flow, and an additional state for break-fix work order for MRI Scanner.
## Before you begin
Role required: admin, wm\_agent
Make sure the Field Service Work Configurations plugin \(com.snc.fsm\_work\_types\) and the Field Service Demo Work Configuration for Break fix \(com.snc.fsm\_mri\_scanner\_breakfix\_work\_config\) plugin is installed.
## About this task
The demo workflow for Field Service Work Configurations uses a custom SM configuration \(MRI Scanner Break Fix\) for work orders of type break-fix for MRI Scanner. The customizations included in the configuration for this workflow are:
- Auto-qualify the work order
- Auto-accept the work order task when assigned to an agent
- An additional state **Complete Diagnosis**
- Questionnaire for MRI Scanner break-fix
- Work order summary template for the completion of the task
## Procedure
1. Create a work order of type break-fix specifying the template as **MRI Scanner Break Fix Template**.
2. Select **Ready for Qualification**; the task moves to **Qualified** state.
3. Assign the task.
1. Navigate to the work order task.
2. Select dispatch group, assignment group, and the agent.
3. Save the task.
The work order task transitions to **Accepted** state.
4. As an agent, do the following:
1. Navigate to the work order task and fill in the additional fields **Problem Type**, **Problem Details**, and **Diagnosis Details**, that are added for this work configuration.
2. Select **Complete Diagnosis**; the work order task transitions to **Diagnosis Completed**.
3. Select **Questionnaires** to complete the questionnaire included in the work configuration.
4. Enter the closing comments in **Work notes** and select **Close complete**.
5. Close the work order.
1. Navigate to the work order and select **Sign and Confirm**.
2. Enter your name and signature in the **Signature Pad** and select **Accept**.
3. Download the work order summary customized for the demo work configuration workflow.
| title | Example workflow for Field Service Work Configurations |
| description | Explore how to use Field Service Work Configurations for a break-fix task for MRI Scanner. This example workflow shows a customized flow, and an additional state for break-fix work order for MRI Scanner. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/field-service-management/work-order-management/example-workflow-for-field-service-work-configurations.html |
| release | brazil |
| product | Work Order Management |
| classification | work-order-management |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Work ConfigurationsSet up work orders and tasksConfigureField Service Management |