loc string | api string | lastmod string | changefreq string | priority float64 | sitemappart string | locale string | bundle string | page_id string | release string | title string | description string | keywords list | breadcrumbs list | html_content string | page_content dict | clean_text string | rich_text string |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
https://www.servicenow.com/docs/en-US/bundle/zurich-employee-service-management/page/product/workplace-case-mgmt/concept/manage-case-print.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-employee-service-management/page/product/workplace-case-mgmt/concept/manage-case-print.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-employee-service-management | product/workplace-case-mgmt/concept/manage-case-print.html | zurich | Managing print cases | Filter workplace cases using criteria such as Short Description, Workplace Location, or other relevant fields to generate a consolidated report. | [] | [
"Employee Service Management",
"Workplace Service Delivery",
"Workplace Case Management",
"Manage Workplace cases"
] | <article class="hascomments" data-page="bundle:zurich-employee-service-management/enus/product/workplace-case-mgmt/concept/manage-case-print.html" id="bundle:zurich-employee-service-management/enus/product/workplace-case-mgmt/concept/manage-case-print.html"><body><main role="main"><article role="article" class="dita" a... | {
"attachments": {
"all_attachments": null,
"topic_attachments": []
},
"available_languages": [
"enus"
],
"breadcrumbs": [
{
"title": "Employee Service Management",
"topic_id": "product/employee-service-management/concept/employee-service-management-overview.html"
},
{
... | # Managing print cases
Filter workplace cases using criteria such as Short Description, Workplace Location, or other relevant fields to generate a consolidated report.
Use one of the following options to proceed:
* Print Filter Selection – Apply filters and select this option to create a workplace task with the cons... | ---
title: Managing print cases
description: Filter workplace cases using criteria such as Short Description, Workplace
Location, or other relevant fields to generate a consolidated report.
keywords: []
breadcrumbs:
- Employee Service Management
- Workplace Service Delivery
- Workplace Case Management
- Manage Workpl... |
https://www.servicenow.com/docs/en-US/bundle/zurich-employee-service-management/page/product/workplace-case-mgmt/task/print-workplace-cases.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-employee-service-management/page/product/workplace-case-mgmt/task/print-workplace-cases.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-employee-service-management | product/workplace-case-mgmt/task/print-workplace-cases.html | zurich | Print workplace cases | Print case details along with associated services or service items to support effective case management and resolution. | [] | [
"Employee Service Management",
"Workplace Service Delivery",
"Workplace Case Management",
"Manage Workplace cases"
] | <article class="hascomments" data-page="bundle:zurich-employee-service-management/enus/product/workplace-case-mgmt/task/print-workplace-cases.html" id="bundle:zurich-employee-service-management/enus/product/workplace-case-mgmt/task/print-workplace-cases.html"><body id="print-workplace-cases"><main role="main"><article ... | {
"attachments": {
"all_attachments": null,
"topic_attachments": []
},
"available_languages": [
"enus"
],
"breadcrumbs": [
{
"title": "Employee Service Management",
"topic_id": "product/employee-service-management/concept/employee-service-management-overview.html"
},
{
... | # Print workplace cases
Print case details along with associated services or service items to support effective case management and resolution.
## Before you begin
Role required: sn\_wsd\_case.case\_reader, sn\_wsd\_case.case\_writer, sn\_wsd\_case.workplace\_agent
## About this task
As a case admin, you can view ... | ---
title: Print workplace cases
description: Print case details along with associated services or service items to
support effective case management and resolution.
keywords: []
breadcrumbs:
- Employee Service Management
- Workplace Service Delivery
- Workplace Case Management
- Manage Workplace cases
---
# Print w... |
https://www.servicenow.com/docs/en-US/bundle/zurich-employee-service-management/page/product/workplace-central/concept/manage-print-case.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-employee-service-management/page/product/workplace-central/concept/manage-print-case.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-employee-service-management | product/workplace-central/concept/manage-print-case.html | zurich | Managing print case | Filter workplace cases using criteria such as Short Description, Workplace Location, or other relevant fields to generate a consolidated report using the Workplace Central Case management workspace. | [] | [
"Employee Service Management",
"Workplace Service Delivery",
"Workplace Central",
"Use Workplace Central",
"Working with Case management"
] | <article class="hascomments" data-page="bundle:zurich-employee-service-management/enus/product/workplace-central/concept/manage-print-case.html" id="bundle:zurich-employee-service-management/enus/product/workplace-central/concept/manage-print-case.html"><body><main role="main"><article role="article" class="dita" aria-... | {
"attachments": {
"all_attachments": null,
"topic_attachments": []
},
"available_languages": [
"enus"
],
"breadcrumbs": [
{
"title": "Employee Service Management",
"topic_id": "product/employee-service-management/concept/employee-service-management-overview.html"
},
{
... | # Managing print case
Filter workplace cases using criteria such as Short Description, Workplace Location, or other relevant fields to generate a consolidated report using the Workplace Central Case management workspace.
Use one of the following options to proceed:
* Print Filter Selection – Apply filters and select... | ---
title: Managing print case
description: Filter workplace cases using criteria such as Short Description, Workplace
Location, or other relevant fields to generate a consolidated report using the Workplace
Central Case management workspace.
keywords: []
breadcrumbs:
- Employee Service Management
- Workplace Servi... |
https://www.servicenow.com/docs/en-US/bundle/zurich-employee-service-management/page/product/workplace-central/task/print-a-workplace-case.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-employee-service-management/page/product/workplace-central/task/print-a-workplace-case.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-employee-service-management | product/workplace-central/task/print-a-workplace-case.html | zurich | Print a workplace case | As a case manager, apart from managing workplace cases, you can also print a workplace case using the Workplace Central Case management workspace. | [] | [
"Employee Service Management",
"Workplace Service Delivery",
"Workplace Central",
"Use Workplace Central",
"Working with Case management"
] | <article class="hascomments" data-page="bundle:zurich-employee-service-management/enus/product/workplace-central/task/print-a-workplace-case.html" id="bundle:zurich-employee-service-management/enus/product/workplace-central/task/print-a-workplace-case.html"><body id="print-a-workplace-case"><main role="main"><article r... | {
"attachments": {
"all_attachments": null,
"topic_attachments": []
},
"available_languages": [
"enus"
],
"breadcrumbs": [
{
"title": "Employee Service Management",
"topic_id": "product/employee-service-management/concept/employee-service-management-overview.html"
},
{
... | # Print a workplace case
As a case manager, apart from managing workplace cases, you can also print a workplace case using the Workplace Central Case management workspace.
## Before you begin
Role required: sn\_wsd\_case.case\_reader, sn\_wsd\_case.case\_writer, sn\_wsd\_case.workplace\_agent
## Procedure
1. Navig... | ---
title: Print a workplace case
description: As a case manager, apart from managing workplace cases, you can also
print a workplace case using the Workplace Central Case management workspace.
keywords: []
breadcrumbs:
- Employee Service Management
- Workplace Service Delivery
- Workplace Central
- Use Workplace Cen... |
https://www.servicenow.com/docs/en-US/bundle/zurich-employee-service-management/page/product/workplace-central/task/print-reservation-details.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-employee-service-management/page/product/workplace-central/task/print-reservation-details.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-employee-service-management | product/workplace-central/task/print-reservation-details.html | zurich | Print reservation details | Print the details of a reservation created in your workplace. | [] | [
"Employee Service Management",
"Workplace Service Delivery",
"Workplace Central",
"Use Workplace Central",
"Working with Event planner"
] | <article class="hascomments" data-page="bundle:zurich-employee-service-management/enus/product/workplace-central/task/print-reservation-details.html" id="bundle:zurich-employee-service-management/enus/product/workplace-central/task/print-reservation-details.html"><body id="print-reservation-details"><main role="main"><... | {
"attachments": {
"all_attachments": null,
"topic_attachments": []
},
"available_languages": [
"enus"
],
"breadcrumbs": [
{
"title": "Employee Service Management",
"topic_id": "product/employee-service-management/concept/employee-service-management-overview.html"
},
{
... | # Print reservation details
Print the details of a reservation created in your workplace.
## Before you begin
Confirm that you have installed the Calendar component (sn\_calendar) of version 23.2.0 or later.
Role required: sn\_wsd\_rsv.reservation\_planner or sn\_wsd\_rsv.reservation\_viewer
## Procedure
1. Navig... | ---
title: Print reservation details
description: Print the details of a reservation created in your workplace.
keywords: []
breadcrumbs:
- Employee Service Management
- Workplace Service Delivery
- Workplace Central
- Use Workplace Central
- Working with Event planner
---
# Print reservation details
Print the detail... |
https://www.servicenow.com/docs/en-US/bundle/zurich-employee-service-management/page/product/workplace-connectors/task/config-connectors-env-sensor.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-employee-service-management/page/product/workplace-connectors/task/config-connectors-env-sensor.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-employee-service-management | product/workplace-connectors/task/config-connectors-env-sensor.html | zurich | Configure environmental sensor data for a workplace location | Create environmental sensor data for a workplace location in Workplace Connectors. The Environmental Data (sn_wsd_wc_space_environment) table checks for air quality, temperature, and humidity levels at a workplace location. | [] | [
"Employee Service Management",
"Workplace Service Delivery",
"Workplace Connectors",
"Configure Workplace Connectors",
"Setup Workplace Connectors for environmental data"
] | <article class="hascomments" data-page="bundle:zurich-employee-service-management/enus/product/workplace-connectors/task/config-connectors-env-sensor.html" id="bundle:zurich-employee-service-management/enus/product/workplace-connectors/task/config-connectors-env-sensor.html"><body id="config-connectors-env-sensor"><mai... | {
"attachments": {
"all_attachments": null,
"topic_attachments": []
},
"available_languages": [
"enus"
],
"breadcrumbs": [
{
"title": "Employee Service Management",
"topic_id": "product/employee-service-management/concept/employee-service-management-overview.html"
},
{
... | # Configure environmental sensor data for a workplace location
Create environmental sensor data for a workplace location in Workplace Connectors. The Environmental Data (sn\_wsd\_wc\_space\_environment) table checks for air quality, temperature, and humidity levels at a workplace location.
## Before you begin
Note: ... | ---
title: Configure environmental sensor data for a workplace location
description: Create environmental sensor data for a workplace location in Workplace
Connectors. The Environmental Data (sn_wsd_wc_space_environment) table checks for
air quality, temperature, and humidity levels at a workplace location.
keyword... |
https://www.servicenow.com/docs/en-US/bundle/zurich-employee-service-management/page/product/workplace-move-mgmt/reference/review-conflicts.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-employee-service-management/page/product/workplace-move-mgmt/reference/review-conflicts.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-employee-service-management | product/workplace-move-mgmt/reference/review-conflicts.html | zurich | Review move conflicts | You can review the reason behind a move request conflict and decide how to resolve the conflict. | [] | [
"Employee Service Management",
"Workplace Service Delivery",
"Workplace Move Management",
"Managing Workplace Move Management requests"
] | <article class="hascomments" data-page="bundle:zurich-employee-service-management/enus/product/workplace-move-mgmt/reference/review-conflicts.html" id="bundle:zurich-employee-service-management/enus/product/workplace-move-mgmt/reference/review-conflicts.html"><body id="review-conflicts"><main role="main"><article role=... | {
"attachments": {
"all_attachments": null,
"topic_attachments": []
},
"available_languages": [
"enus"
],
"breadcrumbs": [
{
"title": "Employee Service Management",
"topic_id": "product/employee-service-management/concept/employee-service-management-overview.html"
},
{
... | # Review move conflicts
You can review the reason behind a move request conflict and decide how to resolve the conflict.
If the state of a move request is set to Closed incomplete, it means that the move request couldn’t be completed due to various reasons. As a move manager, you can review if there are any conflicts... | ---
title: Review move conflicts
description: You can review the reason behind a move request conflict and decide how
to resolve the conflict.
keywords: []
breadcrumbs:
- Employee Service Management
- Workplace Service Delivery
- Workplace Move Management
- Managing Workplace Move Management requests
---
# Review mo... |
https://www.servicenow.com/docs/en-US/bundle/zurich-employee-service-management/page/product/workplace-safety-mgmt/task/add-space-type-configurations-hr.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-employee-service-management/page/product/workplace-safety-mgmt/task/add-space-type-configurations-hr.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-employee-service-management | product/workplace-safety-mgmt/task/add-space-type-configurations-hr.html | zurich | Add a space type configuration | Configure the different types of workspaces available in a workplace. You can add spaces based on different space types (Workspace/Desk). Space type enables employee to identify the different types of workspace available on a floor | [] | [
"Employee Service Management",
"Health and Safety",
"Safe Workplace",
"Workplace Core",
"Providing your workplace data"
] | <article class="hascomments" data-page="bundle:zurich-employee-service-management/enus/product/workplace-safety-mgmt/task/add-space-type-configurations-hr.html" id="bundle:zurich-employee-service-management/enus/product/workplace-safety-mgmt/task/add-space-type-configurations-hr.html"><body id="add-space-type-configura... | {
"attachments": {
"all_attachments": null,
"topic_attachments": []
},
"available_languages": [
"enus"
],
"breadcrumbs": [
{
"title": "Employee Service Management",
"topic_id": "product/employee-service-management/concept/employee-service-management-overview.html"
},
{
... | # Add a space type configuration
Configure the different types of workspaces available in a workplace. You can add spaces based on different space types (Workspace/Desk). Space type enables employee to identify the
different types of workspace available on a floor
## Before you begin
Role required:sn\_wsd\_core.admi... | ---
title: Add a space type configuration
description: Configure the different types of workspaces available in a workplace.
You can add spaces based on different space types (Workspace/Desk). Space type enables
employee to identify the different types of workspace available on a floor
keywords: []
breadcrumbs:
- E... |
https://www.servicenow.com/docs/en-US/bundle/zurich-employee-service-management/page/product/workplace-service-delivery-suite/concept/workplace-service-delivery-apps.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-employee-service-management/page/product/workplace-service-delivery-suite/concept/workplace-service-delivery-apps.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-employee-service-management | product/workplace-service-delivery-suite/concept/workplace-service-delivery-apps.html | zurich | Workplace Service Delivery applications | ServiceNow® Workplace Service Delivery provides a suite of applications for improved employee experience and productivity. Download the ServiceNow® Workplace Service Delivery Suite, ServiceNow® Workplace Service Delivery Professional, or ServiceNow® Workplace Service Delivery Enterprise to automatically install all the... | [] | [
"Employee Service Management",
"Workplace Service Delivery"
] | <article class="hascomments" data-page="bundle:zurich-employee-service-management/enus/product/workplace-service-delivery-suite/concept/workplace-service-delivery-apps.html" id="bundle:zurich-employee-service-management/enus/product/workplace-service-delivery-suite/concept/workplace-service-delivery-apps.html"><body id... | {
"attachments": {
"all_attachments": null,
"topic_attachments": []
},
"available_languages": [
"enus"
],
"breadcrumbs": [
{
"title": "Employee Service Management",
"topic_id": "product/employee-service-management/concept/employee-service-management-overview.html"
},
{
... | # Workplace Service Delivery applications
ServiceNow®
Workplace Service Delivery provides a suite of applications for improved employee experience and productivity. Download the ServiceNow®
Workplace Service Delivery Suite, ServiceNow® Workplace Service Delivery Professional, or ServiceNow® Workplace Service Delivery ... | ---
title: Workplace Service Delivery applications
description: "ServiceNow\xAE Workplace Service Delivery provides a suite of applications\
\ for improved employee experience and productivity. Download the ServiceNow\xAE\
\ Workplace Service Delivery Suite, ServiceNow\xAE Workplace Service Delivery Professional,\
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-employee-service-management/page/product/workplace-service-delivery/concept/manage-print-tasks.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-employee-service-management/page/product/workplace-service-delivery/concept/manage-print-tasks.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-employee-service-management | product/workplace-service-delivery/concept/manage-print-tasks.html | zurich | Manage print tasks | Filter workplace tasks using criteria such as Short Description, Workplace Location, or other relevant fields to generate a consolidated report using the Workplace Central Case management workspace. | [] | [
"Employee Service Management",
"Workplace Service Delivery",
"Workplace Core",
"Manage workplace safety activities",
"Managing workplace tasks"
] | <article class="hascomments" data-page="bundle:zurich-employee-service-management/enus/product/workplace-service-delivery/concept/manage-print-tasks.html" id="bundle:zurich-employee-service-management/enus/product/workplace-service-delivery/concept/manage-print-tasks.html"><body><main role="main"><article role="article... | {
"attachments": {
"all_attachments": null,
"topic_attachments": []
},
"available_languages": [
"enus"
],
"breadcrumbs": [
{
"title": "Employee Service Management",
"topic_id": "product/employee-service-management/concept/employee-service-management-overview.html"
},
{
... | # Manage print tasks
Filter workplace tasks using criteria such as Short Description, Workplace Location, or other relevant fields to generate a consolidated report using the Workplace Central Case management workspace.
Use one of the following options to proceed:
* Print Filter Selection – Apply filters and select ... | ---
title: Manage print tasks
description: Filter workplace tasks using criteria such as Short Description, Workplace
Location, or other relevant fields to generate a consolidated report using the Workplace
Central Case management workspace.
keywords: []
breadcrumbs:
- Employee Service Management
- Workplace Servic... |
https://www.servicenow.com/docs/en-US/bundle/zurich-employee-service-management/page/product/workplace-service-delivery/task/print-workplace-tasks-core.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-employee-service-management/page/product/workplace-service-delivery/task/print-workplace-tasks-core.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-employee-service-management | product/workplace-service-delivery/task/print-workplace-tasks-core.html | zurich | Print workplace tasks | Workplace coordinators can print the workplace task details and the associated workplace activities that are created and scheduled in the workplace for each shift. The task reports contain reservation details, description, services, and all other relevant information for effective task | [] | [
"Employee Service Management",
"Workplace Service Delivery",
"Workplace Core",
"Manage workplace safety activities",
"Managing workplace tasks"
] | <article class="hascomments" data-page="bundle:zurich-employee-service-management/enus/product/workplace-service-delivery/task/print-workplace-tasks-core.html" id="bundle:zurich-employee-service-management/enus/product/workplace-service-delivery/task/print-workplace-tasks-core.html"><body id="print-workplace-tasks-core... | {
"attachments": {
"all_attachments": null,
"topic_attachments": []
},
"available_languages": [
"enus"
],
"breadcrumbs": [
{
"title": "Employee Service Management",
"topic_id": "product/employee-service-management/concept/employee-service-management-overview.html"
},
{
... | # Print workplace tasks
Workplace coordinators can print the workplace task details and the associated workplace activities that are created and scheduled in the workplace for each shift. The task reports contain reservation details, description,
services, and all other relevant information for effective task manageme... | ---
title: Print workplace tasks
description: Workplace coordinators can print the workplace task details and the associated
workplace activities that are created and scheduled in the workplace for each shift.
The task reports contain reservation details, description, services, and all other
relevant information ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-employee-service-management/page/product/workplace-space-management/concept/managing-neighborhood.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-employee-service-management/page/product/workplace-space-management/concept/managing-neighborhood.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-employee-service-management | product/workplace-space-management/concept/managing-neighborhood.html | zurich | Managing neighborhood | Neighborhood is moved from Workplace Space Management version 1.17.0 to Workplace Core version 2.23.2. | [] | [
"Employee Service Management",
"Workplace Service Delivery",
"Workplace Space Management"
] | <article class="hascomments" data-page="bundle:zurich-employee-service-management/enus/product/workplace-space-management/concept/managing-neighborhood.html" id="bundle:zurich-employee-service-management/enus/product/workplace-space-management/concept/managing-neighborhood.html"><body id="managing-neighborhood"><main r... | {
"attachments": {
"all_attachments": null,
"topic_attachments": []
},
"available_languages": [
"enus"
],
"breadcrumbs": [
{
"title": "Employee Service Management",
"topic_id": "product/employee-service-management/concept/employee-service-management-overview.html"
},
{
... | # Managing neighborhood
Neighborhood is moved from Workplace Space Management version 1.17.0 to Workplace Core version 2.23.2.
Note: When upgrading from a previous version to the current version, the Migrate Neighborhood to Core fix script transfers data from the old tables to the new tables.
Refer to Managing Neigh... | ---
title: Managing neighborhood
description: Neighborhood is moved from Workplace Space Management version 1.17.0
to Workplace Core version 2.23.2.
keywords: []
breadcrumbs:
- Employee Service Management
- Workplace Service Delivery
- Workplace Space Management
---
# Managing neighborhood
Neighborhood is moved fro... |
https://www.servicenow.com/docs/en-US/bundle/zurich-employee-service-management/page/product/wsd-for-mobile/task/install-wsd-for-mobile.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-employee-service-management/page/product/wsd-for-mobile/task/install-wsd-for-mobile.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-employee-service-management | product/wsd-for-mobile/task/install-wsd-for-mobile.html | zurich | Install Workplace Service Delivery for Mobile | Install the Workplace Service Delivery for Mobile application from the ServiceNow® Store . | [] | [
"Employee Service Management",
"Workplace Service Delivery",
"Workplace Service Delivery for Mobile",
"Configure Workplace Service Delivery for Mobile"
] | <article class="hascomments" data-page="bundle:zurich-employee-service-management/enus/product/wsd-for-mobile/task/install-wsd-for-mobile.html" id="bundle:zurich-employee-service-management/enus/product/wsd-for-mobile/task/install-wsd-for-mobile.html"><body id="install-wsd-for-mobile"><main role="main"><article role="a... | {
"attachments": {
"all_attachments": null,
"topic_attachments": []
},
"available_languages": [
"enus"
],
"breadcrumbs": [
{
"title": "Employee Service Management",
"topic_id": "product/employee-service-management/concept/employee-service-management-overview.html"
},
{
... | # Install Workplace Service Delivery for Mobile
Install the Workplace Service Delivery for Mobile application from the ServiceNow® Store
.
## Before you begin
Complete the following setup instructions.
1. Navigate to Subscription Management > Subscriptions in your instance. The list displays the subscriptions that ... | ---
title: Install Workplace Service Delivery for Mobile
description: "Install the Workplace Service Delivery for Mobile application from the\
\ ServiceNow\xAE Store ."
keywords: []
breadcrumbs:
- Employee Service Management
- Workplace Service Delivery
- Workplace Service Delivery for Mobile
- Configure Workplace Se... |
https://www.servicenow.com/docs/en-US/bundle/zurich-employee-service-management/page/product/wsd-indoor-mapping/task/snapshot-ind-mapping.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-employee-service-management/page/product/wsd-indoor-mapping/task/snapshot-ind-mapping.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-employee-service-management | product/wsd-indoor-mapping/task/snapshot-ind-mapping.html | zurich | Create Snapshots to migrate Indoor Mapping data | Create snapshots for taking point-in-time backups of your Indoor Mapping map data and objects and migrate the snapshots to Workplace Service Delivery instances. | [] | [
"Employee Service Management",
"Workplace Service Delivery",
"Indoor Mapping",
"Manage map objects and data"
] | <article class="hascomments" data-page="bundle:zurich-employee-service-management/enus/product/wsd-indoor-mapping/task/snapshot-ind-mapping.html" id="bundle:zurich-employee-service-management/enus/product/wsd-indoor-mapping/task/snapshot-ind-mapping.html"><body id="snapshot-ind-mapping"><main role="main"><article role=... | {
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... | # Create Snapshots to migrate Indoor Mapping data
Create snapshots for taking point-in-time backups of your Indoor Mapping map data and objects and migrate the snapshots to Workplace Service Delivery instances.
## Before you begin
Note: Users without map admin or map editor roles cannot create, read, download, or
ap... | ---
title: Create Snapshots to migrate Indoor Mapping data
description: Create snapshots for taking point-in-time backups of your Indoor Mapping
map data and objects and migrate the snapshots to Workplace Service Delivery instances.
keywords: []
breadcrumbs:
- Employee Service Management
- Workplace Service Delivery
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-employee-service-management/page/product/wsd-ms-places/concept/config-wsd-for-ms-places.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-employee-service-management/page/product/wsd-ms-places/concept/config-wsd-for-ms-places.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-employee-service-management | product/wsd-ms-places/concept/config-wsd-for-ms-places.html | zurich | Configure WSD for Microsoft places | Install and integrate the WSD for Microsoft places application with Microsoft Teams. | [] | [
"Employee Service Management",
"Workplace Service Delivery",
"WSD for Microsoft places"
] | <article class="hascomments" data-page="bundle:zurich-employee-service-management/enus/product/wsd-ms-places/concept/config-wsd-for-ms-places.html" id="bundle:zurich-employee-service-management/enus/product/wsd-ms-places/concept/config-wsd-for-ms-places.html"><body id="config-wsd-for-ms-places"><main role="main"><artic... | {
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... | # Configure WSD for Microsoft places
Install and integrate the WSD for Microsoft places application with Microsoft Teams.
To register and integrate the WSD for Microsoft places application with Microsoft Teams, perform the following procedures in an order:
* Register the WSD for MS Places application Register the WS... | ---
title: Configure WSD for Microsoft places
description: Install and integrate the WSD for Microsoft places application with Microsoft
Teams.
keywords: []
breadcrumbs:
- Employee Service Management
- Workplace Service Delivery
- WSD for Microsoft places
---
# Configure WSD for Microsoft places
Install and integra... |
https://www.servicenow.com/docs/en-US/bundle/zurich-employee-service-management/page/product/wsd-reservation-management/reference/components-installed-with-wsd-reservation-mgmt.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-employee-service-management/page/product/wsd-reservation-management/reference/components-installed-with-wsd-reservation-mgmt.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-employee-service-management | product/wsd-reservation-management/reference/components-installed-with-wsd-reservation-mgmt.html | zurich | Components installed with Workplace Reservation Management | Several types of components are installed with activation of the Workplace Reservation Management application, including tables, user roles, and business rules. | [] | [
"Employee Service Management",
"Workplace Service Delivery",
"Workplace Reservation Management",
"Workplace Reservation Management references"
] | <article class="hascomments" data-page="bundle:zurich-employee-service-management/enus/product/wsd-reservation-management/reference/components-installed-with-wsd-reservation-mgmt.html" id="bundle:zurich-employee-service-management/enus/product/wsd-reservation-management/reference/components-installed-with-wsd-reservati... | {
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... | # Components installed with Workplace Reservation Management
Several types of components are installed with activation of the Workplace Reservation Management application, including tables, user roles, and
business rules.
Note: The Application Files table lists the components that are
installed with this application.... | ---
title: Components installed with Workplace Reservation Management
description: Several types of components are installed with activation of the Workplace
Reservation Management application, including tables, user roles, and business rules.
keywords: []
breadcrumbs:
- Employee Service Management
- Workplace Servic... |
https://www.servicenow.com/docs/en-US/bundle/zurich-employee-service-management/page/product/wsd-reservation-management/task/print-workplace-reservations.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-employee-service-management/page/product/wsd-reservation-management/task/print-workplace-reservations.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-employee-service-management | product/wsd-reservation-management/task/print-workplace-reservations.html | zurich | Print workplace reservations | Using the Reservation Overview, workplace managers and reservation desk executives can print the reservations created and scheduled for a location. | [] | [
"Employee Service Management",
"Workplace Service Delivery",
"Workplace Reservation Management",
"Manage employee reservations"
] | <article class="hascomments" data-page="bundle:zurich-employee-service-management/enus/product/wsd-reservation-management/task/print-workplace-reservations.html" id="bundle:zurich-employee-service-management/enus/product/wsd-reservation-management/task/print-workplace-reservations.html"><body id="print-workplace-reserv... | {
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... | # Print workplace reservations
Using the Reservation Overview, workplace managers and reservation desk executives can print the reservations created and scheduled for a location.
## Before you begin
Role required: sn\_wsd\_rsv.reservation\_planner or sn\_wsd\_rsv.reservation\_viewerNote: Enable the Print reservation... | ---
title: Print workplace reservations
description: Using the Reservation Overview, workplace managers and reservation desk
executives can print the reservations created and scheduled for a location.
keywords: []
breadcrumbs:
- Employee Service Management
- Workplace Service Delivery
- Workplace Reservation Manageme... |
https://www.servicenow.com/docs/en-US/bundle/zurich-employee-service-management/page/use/application-content-packs/task/er-hr-pa-config.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-employee-service-management/page/use/application-content-packs/task/er-hr-pa-config.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-employee-service-management | use/application-content-packs/task/er-hr-pa-config.html | zurich | Configure the Analytics and Reporting Solution for Employee Relations | Run diagnostics, review and customize components, and start collecting data. | [] | [
"Employee Service Management",
"HR Service Delivery",
"Case and Knowledge Management",
"Employee Relations",
"Analytics and Reporting Solutions for Employee Relations"
] | <article class="hascomments" data-page="bundle:zurich-employee-service-management/enus/use/application-content-packs/task/er-hr-pa-config.html" id="bundle:zurich-employee-service-management/enus/use/application-content-packs/task/er-hr-pa-config.html"><body id="er-hr-pa-config"><main role="main"><article role="article"... | {
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... | # Configure the Analytics and Reporting Solution for Employee Relations
Run diagnostics, review and customize components, and start collecting
data.
## Before you begin
A ServiceNow AI Platform administrator must have installed the content pack plugins or ServiceNow Store application for this Platform Analytics Solu... | ---
title: Configure the Analytics and Reporting Solution for Employee Relations
description: Run diagnostics, review and customize components, and start collecting
data.
keywords: []
breadcrumbs:
- Employee Service Management
- HR Service Delivery
- Case and Knowledge Management
- Employee Relations
- Analytics and ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-environmental-social-governance/page/product/metrics/task/set-up-estimation-for-manual-metric-definition.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-environmental-social-governance/page/product/metrics/task/set-up-estimation-for-manual-metric-definition.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-environmental-social-governance | product/metrics/task/set-up-estimation-for-manual-metric-definition.html | zurich | Set up estimation for manual metric definition | Enable or disable the estimation property to enable the use of estimated data when actual data is unavailable, using either pre-defined or custom methods in manual metric definitions. | [] | [
"Environmental, Social, and Governance Management",
"GRC: Metrics",
"Configuring GRC: Metrics",
"Create a manual metric definition"
] | <article class="hascomments" data-page="bundle:zurich-environmental-social-governance/enus/product/metrics/task/set-up-estimation-for-manual-metric-definition.html" id="bundle:zurich-environmental-social-governance/enus/product/metrics/task/set-up-estimation-for-manual-metric-definition.html"><body id="set-up-estimatio... | {
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... | # Set up estimation for manual metric definition
Enable or disable the estimation property to enable the use of estimated data when actual data is unavailable, using either pre-defined or custom methods in manual metric definitions.
## Before you begin
Role required: admin
## Procedure
1. Navigate to All > System ... | ---
title: Set up estimation for manual metric definition
description: Enable or disable the estimation property to enable the use of estimated
data when actual data is unavailable, using either pre-defined or custom methods
in manual metric definitions.
keywords: []
breadcrumbs:
- Environmental, Social, and Govern... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/concept/Configuring-service-location.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/concept/Configuring-service-location.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/concept/Configuring-service-location.html | zurich | Configuring Field Service with Service Locations | Install and set up Field Service with Service Locations to add and verify service locations on demand. | [] | [
"Field Service Management",
"Configuring Field Service Management",
"Setting up your workforce"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/concept/Configuring-service-location.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/concept/Configuring-service-location.html"><body id="Configuring-service-locati... | {
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{
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"title": "Co... | # Configuring Field Service with Service Locations
Install and set up Field Service with Service Locations to add and verify service locations on demand.
The following tasks provides general steps to set up the Field Service with Service Locations feature.
## Configuration overview
The steps for configuring Field S... | ---
title: Configuring Field Service with Service Locations
description: Install and set up Field Service with Service Locations to add and verify
service locations on demand.
keywords: []
breadcrumbs:
- Field Service Management
- Configuring Field Service Management
- Setting up your workforce
---
# Configuring Fie... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/concept/Use-mobile-app-fsm.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/concept/Use-mobile-app-fsm.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/concept/Use-mobile-app-fsm.html | zurich | Completing work order on Mobile Agent | Field service agents and managers use the ServiceNow Agent mobile application to manage their field service tasks from anywhere. | [] | [
"Field Service Management",
"Using Field Service Management"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/concept/Use-mobile-app-fsm.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/concept/Use-mobile-app-fsm.html"><body id="Use-mobile-app-fsm"><main role="main"><article... | {
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"title": "Us... | # Completing work order on Mobile Agent
Field service agents and managers use the ServiceNow Agent mobile application to manage their field service tasks from anywhere.
## Using overview
Completing work order on Mobile Agent can include one or more of the following activities.
* Time Sheets in Mobile Agent
Cre... | ---
title: Completing work order on Mobile Agent
description: Field service agents and managers use the ServiceNow Agent mobile application
to manage their field service tasks from anywhere.
keywords: []
breadcrumbs:
- Field Service Management
- Using Field Service Management
---
# Completing work order on Mobile Ag... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/concept/agent-efficiency.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/concept/agent-efficiency.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/concept/agent-efficiency.html | zurich | Field Service Agent Efficiency | Field Service Agent Efficiency helps optimize task assignment and scheduling for work order tasks by accurately calculating the work duration for a work order task. | [] | [
"Field Service Management",
"Exploring Field Service Management"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/concept/agent-efficiency.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/concept/agent-efficiency.html"><body id="agent-efficiency"><main role="main"><article role=... | {
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"title": "Ex... | # Field Service Agent Efficiency
Field Service
Agent Efficiency helps optimize task assignment and scheduling for work order tasks by accurately calculating the work duration for a work order task.
Field Service
Agent Efficiency is the pace at which an agent can complete a work order task. By analyzing efficiency met... | ---
title: Field Service Agent Efficiency
description: Field Service Agent Efficiency helps optimize task assignment and scheduling
for work order tasks by accurately calculating the work duration for a work order
task.
keywords: []
breadcrumbs:
- Field Service Management
- Exploring Field Service Management
---
#... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/concept/completing-work-orders-on-the-web-interface.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/concept/completing-work-orders-on-the-web-interface.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/concept/completing-work-orders-on-the-web-interface.html | zurich | Completing work orders on the web interface | Enable dispatchers, agents, managers, and field service agents of contractor companies to efficiently track and manage the progress of work order tasks, ensuring that everyone involved can easily update and manage the current status. | [] | [
"Field Service Management",
"Using Field Service Management"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/concept/completing-work-orders-on-the-web-interface.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/concept/completing-work-orders-on-the-web-interface.html"><body ... | {
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"title": "Us... | # Completing work orders on the web interface
Enable dispatchers, agents, managers, and field service agents of contractor companies to efficiently track and manage the progress of work order tasks, ensuring that everyone involved can easily update and manage the current
status.
## Using overview
Completing work ord... | ---
title: Completing work orders on the web interface
description: Enable dispatchers, agents, managers, and field service agents of contractor
companies to efficiently track and manage the progress of work order tasks, ensuring
that everyone involved can easily update and manage the current status.
keywords: []
b... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/concept/configure-add-agent.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/concept/configure-add-agent.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/concept/configure-add-agent.html | zurich | Configure additional settings for dispatchers to temporarily add agents | There are additional settings you, the administrator, can configure for dispatchers to temporarily add agents. You can enable more fields for dispatchers to search on. | [] | [
"Field Service Management",
"Configuring Field Service Management",
"Setting up CSM/FSM Configurable Workspace",
"Configuring Dispatcher Workspace"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/concept/configure-add-agent.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/concept/configure-add-agent.html"><body id="configure-add-agent"><main role="main"><arti... | {
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"title": "Co... | # Configure additional settings for dispatchers to temporarily add agents
There are additional settings you, the administrator, can configure for dispatchers to temporarily add agents. You can enable more fields for dispatchers to search on.
By default dispatchers can add any agent to Dispatcher Workspace who is part... | ---
title: Configure additional settings for dispatchers to temporarily add agents
description: There are additional settings you, the administrator, can configure for
dispatchers to temporarily add agents. You can enable more fields for dispatchers
to search on.
keywords: []
breadcrumbs:
- Field Service Management... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/concept/configure-advanced-filter.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/concept/configure-advanced-filter.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/concept/configure-advanced-filter.html | zurich | Configuring advanced resource filters for Dispatcher Workspace | Advanced resource filtering allows administrators and dispatchers to create and save their own filters for Dispatcher Workspace. This lets dispatchers personalize their view in Dispatcher Workspace. | [] | [
"Field Service Management",
"Configuring Field Service Management",
"Setting up CSM/FSM Configurable Workspace",
"Configuring Dispatcher Workspace"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/concept/configure-advanced-filter.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/concept/configure-advanced-filter.html"><body id="configure-advanced-filter"><main... | {
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"title": "Co... | # Configuring advanced resource filters for Dispatcher Workspace
Advanced resource filtering allows administrators and dispatchers to create and save their own filters for Dispatcher Workspace. This lets dispatchers personalize their view in Dispatcher Workspace.
## Default resource filtering
By default, Dispatcher ... | ---
title: Configuring advanced resource filters for Dispatcher Workspace
description: Advanced resource filtering allows administrators and dispatchers to
create and save their own filters for Dispatcher Workspace. This lets dispatchers
personalize their view in Dispatcher Workspace.
keywords: []
breadcrumbs:
- Fi... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/concept/configure-sa-from-new-template.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/concept/configure-sa-from-new-template.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/concept/configure-sa-from-new-template.html | zurich | Configure Smart Assessment from new templates | Configure Smart Assessment questionnaires from new Smart Assessment templates and associate them with work order tasks. | [] | [
"Field Service Management",
"Configuring Field Service Management",
"Setting up Field Service Mobile Agent",
"Configuring Smart Assessment questionnaires for Now Mobile Agent"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/concept/configure-sa-from-new-template.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/concept/configure-sa-from-new-template.html"><body id="configure-sa-from-new-... | {
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"title": "Co... | # Configure Smart Assessment from new templates
Configure Smart Assessment questionnaires from new Smart Assessment templates and associate them with work order tasks.
The steps to configure Smart Assessment questionnaires from new templates are:
1. Author and publish a Smart Assessment template
2. Create Smart Asse... | ---
title: Configure Smart Assessment from new templates
description: Configure Smart Assessment questionnaires from new Smart Assessment templates
and associate them with work order tasks.
keywords: []
breadcrumbs:
- Field Service Management
- Configuring Field Service Management
- Setting up Field Service Mobile A... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/concept/configure-work-order-task-visibility.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/concept/configure-work-order-task-visibility.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/concept/configure-work-order-task-visibility.html | zurich | Configure event visibility in Workforce when Workforce Optimization for Field Service is installed | Enable users to control the visibility of events and work order tasks that appear in the Calendars tab when Workforce Optimization for Field Service is enabled. | [] | [
"Field Service Management",
"Configuring Field Service Management",
"Setting up CSM/FSM Configurable Workspace",
"Configuring Workforce"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/concept/configure-work-order-task-visibility.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/concept/configure-work-order-task-visibility.html"><body id="configure-... | {
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"title": "Co... | # Configure event visibility in Workforce when Workforce Optimization for Field Service is installed
Enable users to control the visibility of events and work order tasks that appear in the Calendars tab when Workforce Optimization for Field Service is enabled.
## Before you begin
Configure event visibility in Workf... | ---
title: Configure event visibility in Workforce when Workforce Optimization for Field
Service is installed
description: Enable users to control the visibility of events and work order tasks
that appear in the Calendars tab when Workforce Optimization for Field Service is
enabled.
keywords: []
breadcrumbs:
- Fi... |
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"Field Service Management",
"Configuring Field Service Management",
"Setting up Field Service Mobile Agent",
"Configuring Smart Assessment questionnaires for Now Mobile Agent"
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"title": "Co... | # Migrating to Smart Assessment from survey-based questionnaire
You can configure Smart Assessment questionnaires by migrating from existing survey-based questionnaires and use smart assessments to gather data from users.
The steps to migrate from survey-based questionnaires are:
1. Migrate a survey-based questionna... | ---
title: Migrating to Smart Assessment from survey-based questionnaire
description: You can configure Smart Assessment questionnaires by migrating from existing
survey-based questionnaires and use smart assessments to gather data from users.
keywords: []
breadcrumbs:
- Field Service Management
- Configuring Field S... |
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"Field Service Management",
"Configuring Field Service Management",
"Setting up Field Service Mobile Agent"
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"title": "Co... | # Configuring Smart Assessment questionnaires for Now Mobile Agent
Smart Assessment enables users with the administrator role to create smart assessment templates and associate them with work order tasks.
Use Smart Assessment templates to enhance work order questionnaires for a Now Mobile Agent application. You can m... | ---
title: Configuring Smart Assessment questionnaires for Now Mobile Agent
description: Smart Assessment enables users with the administrator role to create
smart assessment templates and associate them with work order tasks.
keywords: []
breadcrumbs:
- Field Service Management
- Configuring Field Service Management... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/concept/customer-self-service.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/concept/customer-self-service.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/concept/customer-self-service.html | zurich | Customer self service | Empower customers to manage their own information and updates. Enhance convenience and transparency by enabling customers to easily track the status of their work orders, view agent locations, and provide feedback, leading to a more efficient service experience. | [] | [
"Field Service Management",
"Using Field Service Management"
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"title": "Us... | # Customer self service
Empower customers to manage their own information and updates. Enhance convenience and transparency by enabling customers to easily track the status of their work orders, view agent locations, and provide feedback, leading to a
more efficient service experience.
## Using overview
Customer sel... | ---
title: Customer self service
description: Empower customers to manage their own information and updates. Enhance
convenience and transparency by enabling customers to easily track the status of
their work orders, view agent locations, and provide feedback, leading to a more
efficient service experience.
keywo... |
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"Configuring Field Service Management",
"Setting up a Field Service scheduling method",
"Additional scheduling configuration options",
"Configuring Appointment Booking"
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"title": "Co... | # Domain Separation and Appointment Booking
Domain separation is supported for Appointment Booking. Domain separation enables you to separate data,
processes, and administrative tasks into logical groupings called domains. You can control
several aspects of this separation, including which users can see and access
dat... | ---
title: Domain Separation and Appointment Booking
description: Domain separation is supported for Appointment Booking. Domain separation
enables you to separate data, processes, and administrative tasks into logical groupings
called domains. You can control several aspects of this separation, including which
u... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/concept/exploring-now-assist-fsm.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/concept/exploring-now-assist-fsm.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/concept/exploring-now-assist-fsm.html | zurich | Exploring Now Assist for Field Service Management (FSM) | With the Now Assist for Field Service Management (FSM) application, users can generate work order task summaries and knowledge articles from work order task information. | [] | [
"Now Assist for Field Service Management (FSM)"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/concept/exploring-now-assist-fsm.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/concept/exploring-now-assist-fsm.html"><body id="exploring-now-assist-fsm"><main ro... | {
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"breadcru... | # Exploring Now Assist for Field Service Management (FSM)
With the Now Assist for Field Service Management (FSM) application, users can generate work order task summaries and knowledge articles from work order task information.
## Now Assist for Field Service Management (FSM) Overview
The following generative AI cap... | ---
title: Exploring Now Assist for Field Service Management (FSM)
description: With the Now Assist for Field Service Management (FSM) application, users
can generate work order task summaries and knowledge articles from work order task
information.
keywords: []
breadcrumbs:
- Now Assist for Field Service Managemen... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/concept/managing-appointments.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/concept/managing-appointments.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/concept/managing-appointments.html | zurich | Managing appointments | Book, reschedule, and cancel appointments for available services. | [] | [
"Field Service Management",
"Using Field Service Management"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/concept/managing-appointments.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/concept/managing-appointments.html"><body id="managing-appointments"><main role="main"... | {
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"title": "Us... | # Managing appointments
Book, reschedule, and cancel appointments for available services.
With the Appointment Booking feature, customers can view available appointment windows, make a selection, and book a service appointment from the service portal.
Agents and dispatchers can also book appointments on behalf of cu... | ---
title: Managing appointments
description: Book, reschedule, and cancel appointments for available services.
keywords: []
breadcrumbs:
- Field Service Management
- Using Field Service Management
---
# Managing appointments
Book, reschedule, and cancel appointments for available services.
With the Appointment Book... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/concept/managing-task-scheduling-conflicts.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/concept/managing-task-scheduling-conflicts.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/concept/managing-task-scheduling-conflicts.html | zurich | Managing task scheduling conflicts | Some updates to work order tasks (WOTs) can cause conflicts when they occur during a scheduled task run. You can use a table to track these scheduling conflicts as they arise. Tracking conflicts helps you monitor and resolve issues efficiently, | [] | [
"Field Service Management",
"Configuring Field Service Management",
"Setting up a Field Service scheduling method"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/concept/managing-task-scheduling-conflicts.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/concept/managing-task-scheduling-conflicts.html"><body id="managing-task-... | {
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"title": "Co... | # Managing task scheduling conflicts
Some updates to work order tasks (WOTs) can cause conflicts when they occur during a scheduled task run. You can use a table to track these scheduling conflicts as they arise. Tracking conflicts helps you monitor and resolve
issues efficiently, ensuring that WOTs and agent schedule... | ---
title: Managing task scheduling conflicts
description: Some updates to work order tasks (WOTs) can cause conflicts when they
occur during a scheduled task run. You can use a table to track these scheduling
conflicts as they arise. Tracking conflicts helps you monitor and resolve issues
efficiently,
keywords: ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/concept/managing-workforce.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/concept/managing-workforce.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/concept/managing-workforce.html | zurich | Managing workforce | Oversee agent schedules, manage resources, optimize territory coverage, and handle crew tasks and assignments to ensure efficient and effective coverage. | [] | [
"Field Service Management",
"Using Field Service Management"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/concept/managing-workforce.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/concept/managing-workforce.html"><body id="managing-workforce"><main role="main"><article... | {
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"title": "Us... | # Managing workforce
Oversee agent schedules, manage resources, optimize territory coverage, and handle crew tasks and assignments to ensure efficient and effective coverage.
## Using overview
Managing your workforce can include one or more of the following activities.
* (Optional) Managing territories and agents f... | ---
title: Managing workforce
description: Oversee agent schedules, manage resources, optimize territory coverage,
and handle crew tasks and assignments to ensure efficient and effective coverage.
keywords: []
breadcrumbs:
- Field Service Management
- Using Field Service Management
---
# Managing workforce
Oversee ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/concept/now-assist-fsm-skill-inputs.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/concept/now-assist-fsm-skill-inputs.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/concept/now-assist-fsm-skill-inputs.html | zurich | Skill inputs for Now Assist for Field Service Management (FSM) | Use the inputs for each skill to configure how a skill is used. | [] | [
"Now Assist for Field Service Management (FSM)",
"Configure Now Assist for Field Service Management (FSM)"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/concept/now-assist-fsm-skill-inputs.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/concept/now-assist-fsm-skill-inputs.html"><body id="now-assist-fsm-skill-inputs"... | {
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"ti... | # Skill inputs for Now Assist for Field Service Management (FSM)
Use the inputs for each skill to configure how a skill is used.
## Skills Overview
Depending on the selected skill, you can configure inputs. These settings determine how a skill is used. An input identifies the data that is used for a skill, such as t... | ---
title: Skill inputs for Now Assist for Field Service Management (FSM)
description: Use the inputs for each skill to configure how a skill is used.
keywords: []
breadcrumbs:
- Now Assist for Field Service Management (FSM)
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# Skill inputs for Now Assist fo... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/concept/preparing-work-orders.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/concept/preparing-work-orders.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/concept/preparing-work-orders.html | zurich | Prepare work orders | Create work orders, and work order tasks using templates that integrate the right skills and scheduling. | [] | [
"Field Service Management",
"Using Field Service Management"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/concept/preparing-work-orders.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/concept/preparing-work-orders.html"><body id="preparing-work-orders"><main role="main"... | {
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"title": "Us... | # Prepare work orders
Create work orders, and work order tasks using templates that integrate the right skills and scheduling.
Create, approve, qualify, or close work orders and manage SLAs using the Field Service Management application.
## Using overview
he steps for preparing work orders are:
1. Manage work orde... | ---
title: Prepare work orders
description: Create work orders, and work order tasks using templates that integrate
the right skills and scheduling.
keywords: []
breadcrumbs:
- Field Service Management
- Using Field Service Management
---
# Prepare work orders
Create work orders, and work order tasks using template... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/concept/schedule-optimization-with-workforce-optimization-for-field-service.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/concept/schedule-optimization-with-workforce-optimization-for-field-service.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/concept/schedule-optimization-with-workforce-optimization-for-field-service.html | zurich | Associating attributes with events for Schedule Optimization | Schedule Optimization auto-assigns tasks and adapts to changing conditions by following policies to optimize travel time and agent availability. When Workforce Optimization for Field Service is activated, you can associate attributes to events, enhancing optimization and overall scheduling accuracy. | [] | [
"Field Service Management",
"Configuring Field Service Management",
"Setting up your workforce",
"Configuring Workforce Optimization for Field Service"
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"title": "Co... | # Associating attributes with events for Schedule Optimization
Schedule Optimization auto-assigns tasks and adapts to changing conditions by following policies to optimize travel time and agent availability. When Workforce Optimization for Field Service is activated, you can associate attributes to events, enhancing o... | ---
title: Associating attributes with events for Schedule Optimization
description: Schedule Optimization auto-assigns tasks and adapts to changing conditions
by following policies to optimize travel time and agent availability. When Workforce
Optimization for Field Service is activated, you can associate attribut... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/concept/scheduling-and-dispatching-agents.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/concept/scheduling-and-dispatching-agents.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/concept/scheduling-and-dispatching-agents.html | zurich | Scheduling and dispatching work order tasks to agents | Send agents to work on the tasks. | [] | [
"Field Service Management",
"Using Field Service Management"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/concept/scheduling-and-dispatching-agents.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/concept/scheduling-and-dispatching-agents.html"><body id="scheduling-and-d... | {
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"title": "Us... | # Scheduling and dispatching work order tasks to agents
Send agents to work on the tasks.
You can assign tasks, monitor agents, and keep track of equipment.
## Using overview
Scheduling and dispatching work order tasks can include one or more of the following activities.
* Assigning work order tasks to agents manu... | ---
title: Scheduling and dispatching work order tasks to agents
description: Send agents to work on the tasks.
keywords: []
breadcrumbs:
- Field Service Management
- Using Field Service Management
---
# Scheduling and dispatching work order tasks to agents
Send agents to work on the tasks.
You can assign tasks, mon... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/concept/service-locations-components.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/concept/service-locations-components.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/concept/service-locations-components.html | zurich | Field Service with Service Locations Support components | Components installed with activation of the Field Service with Service Locations Support (com.snc.fsm_service_locations) plugin. | [] | [
"Field Service Management",
"Field Service Management reference",
"Components installed with additional plugins for Field Service Management"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/concept/service-locations-components.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/concept/service-locations-components.html"><body id="service-locations-componen... | {
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"title": "Fi... | # Field Service with Service Locations Support components
Components installed with activation of the Field Service with Service Locations Support (com.snc.fsm\_service\_locations) plugin.
Note: The Application Files table lists the components that are
installed with this application. For instructions on how to acces... | ---
title: Field Service with Service Locations Support components
description: Components installed with activation of the Field Service with Service
Locations Support (com.snc.fsm_service_locations) plugin.
keywords: []
breadcrumbs:
- Field Service Management
- Field Service Management reference
- Components instal... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/concept/time-zones-dispatcher.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/concept/time-zones-dispatcher.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/concept/time-zones-dispatcher.html | zurich | Time zones in Dispatcher Workspace | There are a few ways that dispatchers can choose to control the time zones that show on the calendar in Dispatcher Workspace. | [] | [
"Field Service Management",
"Using Field Service Management",
"Scheduling and dispatching work order tasks to agents",
"Assigning work order tasks to agents from Dispatcher Workspace",
"Using Dispatcher Workspace"
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"topic_id": "product/field-service-management/concept/fsm-application-landing-page.html"
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{
"title": "Us... | # Time zones in Dispatcher Workspace
There are a few ways that dispatchers can choose to control the time zones that show on the calendar in Dispatcher Workspace.
## Using a single time zone on the calendar
Dispatchers can use the calendar in Dispatcher Workspace with a single time zone. This can be helpful if you, ... | ---
title: Time zones in Dispatcher Workspace
description: There are a few ways that dispatchers can choose to control the time
zones that show on the calendar in Dispatcher Workspace.
keywords: []
breadcrumbs:
- Field Service Management
- Using Field Service Management
- Scheduling and dispatching work order tasks t... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/concept/view-work-order-tasks-on-the-team-calendar-when-wfo-is-installed.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/concept/view-work-order-tasks-on-the-team-calendar-when-wfo-is-installed.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/concept/view-work-order-tasks-on-the-team-calendar-when-wfo-is-installed.html | zurich | View events on the Team calendar in Workforce when Workforce Optimization for Field Service is installed | View or hide events, such as appointments and work order tasks, on the Team calendar when Workforce Optimization for Field Service is installed to view only the events you want to see. | [] | [
"Field Service Management",
"Using Field Service Management",
"Scheduling and dispatching work order tasks to agents",
"Managing agents and tasks from Workforce",
"Using the team calendar"
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"title": "Us... | # View events on the Team calendar in Workforce when Workforce Optimization for Field Service is installed
View or hide events, such as appointments and work order tasks, on the Team calendar when Workforce Optimization for Field Service is installed to view only the events you want to see.
## Before you begin
Role ... | ---
title: View events on the Team calendar in Workforce when Workforce Optimization for
Field Service is installed
description: View or hide events, such as appointments and work order tasks, on the
Team calendar when Workforce Optimization for Field Service is installed to view
only the events you want to see.
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/reference/adv-appt-booking-components.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/reference/adv-appt-booking-components.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/reference/adv-appt-booking-components.html | zurich | Advanced Appointment Booking Components | The roles, properties, and tables for the advanced appointment booking feature. | [] | [
"Field Service Management",
"Field Service Management reference",
"Components installed with additional plugins for Field Service Management",
"Appointment booking components"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/reference/adv-appt-booking-components.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/reference/adv-appt-booking-components.html"><body id="adv-appt-booking-compone... | {
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"title": "Fi... | # Advanced Appointment Booking Components
The roles, properties, and tables for the advanced appointment booking feature.
This plugin activates the following plugins if they aren't already installed:
* Appointment Booking (com.snc.appointment\_booking)
* Resource Matching Engine (com.snc.matching\_rule)
## Tables
... | ---
title: Advanced Appointment Booking Components
description: The roles, properties, and tables for the advanced appointment booking
feature.
keywords: []
breadcrumbs:
- Field Service Management
- Field Service Management reference
- Components installed with additional plugins for Field Service Management
- Appoin... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/reference/capacity-management-components.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/reference/capacity-management-components.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/reference/capacity-management-components.html | zurich | Field Service Capacity and Reservations Management components | Several types of components are installed with the Field Service Capacity and Reservations Management feature, including tables, business rules, scheduled jobs, and script includes. | [] | [
"Field Service Management",
"Field Service Management reference",
"Components installed with additional plugins for Field Service Management"
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"title": "Fi... | # Field Service Capacity and Reservations Management components
Several types of components are installed with the Field Service Capacity and Reservations Management feature, including tables, business rules, scheduled jobs, and script includes.
Install the Field Service Contractor Management plugin
(com.snc.fsm\_con... | ---
title: Field Service Capacity and Reservations Management components
description: Several types of components are installed with the Field Service Capacity
and Reservations Management feature, including tables, business rules, scheduled
jobs, and script includes.
keywords: []
breadcrumbs:
- Field Service Manage... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/reference/field-service-demo-work-config-components.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/reference/field-service-demo-work-config-components.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/reference/field-service-demo-work-config-components.html | zurich | Field Service Demo Work Configuration components | Several type of components like tables, script includes, and business rules are installed for Field Service Demo Work Configuration. | [] | [
"Field Service Management",
"Field Service Management reference",
"Components installed with additional plugins for Field Service Management"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/reference/field-service-demo-work-config-components.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/reference/field-service-demo-work-config-components.html"><body ... | {
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"title": "Fi... | # Field Service Demo Work Configuration components
Several type of components like tables, script includes, and business rules are installed for Field Service Demo Work Configuration.
Install the Field Service Demo Work Configuration for Break fix (com.snc.fsm\_mri\_scanner\_breakfix\_work\_config) plugin for a Field... | ---
title: Field Service Demo Work Configuration components
description: Several type of components like tables, script includes, and business
rules are installed for Field Service Demo Work Configuration.
keywords: []
breadcrumbs:
- Field Service Management
- Field Service Management reference
- Components installed... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/reference/hard-soft-constraints.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/reference/hard-soft-constraints.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/reference/hard-soft-constraints.html | zurich | Optimization features used with Schedule Optimization | Objectives and constraints are optimization features that determine how tasks are assigned to agents in Schedule Optimization. | [] | [
"Field Service Management",
"Field Service Management reference",
"Schedule Optimization components"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/reference/hard-soft-constraints.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/reference/hard-soft-constraints.html"><body id="hard-soft-constraints"><main role="m... | {
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"title": "Fi... | # Optimization features used with Schedule Optimization
Objectives and constraints are optimization features that determine how tasks are assigned to agents in Schedule Optimization.
## Objectives
Objectives prioritize agent task assignments, and each objective is weighted. Schedule Optimization prioritizes higher-n... | ---
title: Optimization features used with Schedule Optimization
description: Objectives and constraints are optimization features that determine how
tasks are assigned to agents in Schedule Optimization.
keywords: []
breadcrumbs:
- Field Service Management
- Field Service Management reference
- Schedule Optimization... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/reference/schedule-optimization-components.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/reference/schedule-optimization-components.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/reference/schedule-optimization-components.html | zurich | Schedule Optimization components | Components installed with Schedule Optimization include tables, roles, constraints, objectives, and properties. | [] | [
"Field Service Management",
"Field Service Management reference"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/reference/schedule-optimization-components.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/reference/schedule-optimization-components.html"><body id="schedule-optim... | {
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"title": "Fi... | # Schedule Optimization components
Components installed with Schedule Optimization include tables, roles, constraints, objectives, and properties.
## Tables
Field Service
Schedule Optimization adds the tables listed in the following table.
Table 1. Tables installed with Schedule Optimization
| Table | Description |... | ---
title: Schedule Optimization components
description: Components installed with Schedule Optimization include tables, roles,
constraints, objectives, and properties.
keywords: []
breadcrumbs:
- Field Service Management
- Field Service Management reference
---
# Schedule Optimization components
Components install... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/reference/use-fsm.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/reference/use-fsm.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/reference/use-fsm.html | zurich | Using Field Service Management | Use Field Service Management to manage work tasks performed on location. Match tasks to agents based on skills, geographic territory assignments, and available inventory. Collaborate between operations, field resources, and customers through mobile channels. | [] | [
"Field Service Management"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/reference/use-fsm.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/reference/use-fsm.html"><body id="use-fsm"><main role="main"><article role="article" class="dita" ... | {
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"breadcrumbs_html"... | # Using Field Service Management
Use Field Service Management to manage work tasks performed on location. Match tasks to agents based on skills, geographic territory assignments, and available inventory. Collaborate between operations, field resources, and
customers through mobile channels.
| Prepare work ordersPrepa... | ---
title: Using Field Service Management
description: Use Field Service Management to manage work tasks performed on location.
Match tasks to agents based on skills, geographic territory assignments, and available
inventory. Collaborate between operations, field resources, and customers through
mobile channels.
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/reference/work-configuration-components.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/reference/work-configuration-components.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/reference/work-configuration-components.html | zurich | Field Service Work Configurations components | Several type of components like tables, script includes, and business rules are installed for Work Configurations. | [] | [
"Field Service Management",
"Field Service Management reference",
"Components installed with additional plugins for Field Service Management"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/reference/work-configuration-components.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/reference/work-configuration-components.html"><body id="work-configuration-c... | {
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"title": "Fi... | # Field Service Work Configurations components
Several type of components like tables, script includes, and business rules are installed for Work Configurations.
Install the Field Service Work Configurations (com.snc.fsm\_work\_types) to activate Field Service Work Configurations. For more information see Configuring... | ---
title: Field Service Work Configurations components
description: Several type of components like tables, script includes, and business
rules are installed for Work Configurations.
keywords: []
breadcrumbs:
- Field Service Management
- Field Service Management reference
- Components installed with additional plugi... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/task/activate-work-configs.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/task/activate-work-configs.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/task/activate-work-configs.html | zurich | Activate Field Service Work Configurations | You can activate the Field Service Work Configurations plugin (com.snc.fsm_work_types) for Field Service Management if you have the admin role. Activating Work Configurations enables you to define configurations for a specific type of work, ensuring consistency. | [] | [
"Field Service Management",
"Configuring Field Service Management",
"Setting up work orders and tasks",
"Configuring Field Service Work Configurations"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/task/activate-work-configs.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/task/activate-work-configs.html"><body id="activate-work-configs"><main role="main"><arti... | {
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"title": "Co... | # Activate Field Service Work Configurations
You can activate the Field Service Work Configurations plugin (com.snc.fsm\_work\_types) for Field Service Management if you have the admin role. Activating Work Configurations enables you to define configurations for a specific type of work, ensuring consistency.
## Befor... | ---
title: Activate Field Service Work Configurations
description: You can activate the Field Service Work Configurations plugin (com.snc.fsm_work_types)
for Field Service Management if you have the admin role. Activating Work Configurations
enables you to define configurations for a specific type of work, ensuring... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/task/appt-booking-create-service-config.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/task/appt-booking-create-service-config.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/task/appt-booking-create-service-config.html | zurich | Create or modify service configuration for Appointment Booking | Service-level appointment booking enables customers to easily schedule specific services by customizing appointment availability, lead times, notifications, and booking rules. | [
"Field Service Management",
"appointment booking"
] | [
"Field Service Management",
"Configuring Field Service Management",
"Setting up a Field Service scheduling method",
"Additional scheduling configuration options",
"Configuring Appointment Booking"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/task/appt-booking-create-service-config.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/task/appt-booking-create-service-config.html"><body id="appt-booking-create-... | {
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"title": "Co... | # Create or modify service configuration for Appointment Booking
Service-level appointment booking enables customers to easily schedule specific services by customizing appointment availability, lead times, notifications, and booking rules.
## Before you begin
Role required: appointment\_booking\_admin, admin
Verif... | ---
title: Create or modify service configuration for Appointment Booking
description: Service-level appointment booking enables customers to easily schedule
specific services by customizing appointment availability, lead times, notifications,
and booking rules.
keywords:
- Field Service Management
- appointment bo... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/task/change-agent-start-end-location.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/task/change-agent-start-end-location.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/task/change-agent-start-end-location.html | zurich | Change schedule attributes for agents | Change the schedule attributes for your agents, offering the flexibility needed for specific work order tasks. | [] | [
"Field Service Management",
"Using Field Service Management",
"Managing workforce",
"Managing territories and agents from Territory Planning console"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/task/change-agent-start-end-location.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/task/change-agent-start-end-location.html"><body id="change-agent-start-end-loc... | {
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"title": "Us... | # Change schedule attributes for agents
Change the schedule attributes for your agents, offering the flexibility needed for specific work order tasks.
## Before you begin
Role required: wm\_dispatcher, wm\_manager, sn\_fsm\_tp.fsm\_territory\_planner, sn\_fsm\_tp.fsm\_territory\_resource\_manager, wm\_admin
## Abou... | ---
title: Change schedule attributes for agents
description: Change the schedule attributes for your agents, offering the flexibility
needed for specific work order tasks.
keywords: []
breadcrumbs:
- Field Service Management
- Using Field Service Management
- Managing workforce
- Managing territories and agents from... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/task/configure-an-agent-s-profile.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/task/configure-an-agent-s-profile.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/task/configure-an-agent-s-profile.html | zurich | Configure an agent's profile | Configure shifts, skills, schedules, and schedule attributes for agents in your organization. | [] | [
"Field Service Management",
"Configuring Field Service Management",
"Setting up your workforce",
"Configuring users"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/task/configure-an-agent-s-profile.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/task/configure-an-agent-s-profile.html"><body id="configure-an-agent-s-profile"><m... | {
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"title": "Co... | # Configure an agent's profile
Configure shifts, skills, schedules, and schedule attributes for agents in your organization.
## Before you begin
Role required: admin
Ensure you have created a user and added the user to the appropriate user group applicable for agents.
## About this task
Configuring an agent appro... | ---
title: Configure an agent's profile
description: Configure shifts, skills, schedules, and schedule attributes for agents
in your organization.
keywords: []
breadcrumbs:
- Field Service Management
- Configuring Field Service Management
- Setting up your workforce
- Configuring users
---
# Configure an agent's pro... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/task/configure-filter-options.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/task/configure-filter-options.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/task/configure-filter-options.html | zurich | Configure resource filter options | Administrators can configure more options for dispatchers to create advanced resource filters with beyond the default options. | [] | [
"Field Service Management",
"Configuring Field Service Management",
"Setting up CSM/FSM Configurable Workspace",
"Configuring Dispatcher Workspace",
"Configuring advanced resource filters for Dispatcher Workspace"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/task/configure-filter-options.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/task/configure-filter-options.html"><body id="configure-filter-options"><main role="ma... | {
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"title": "Co... | # Configure resource filter options
Administrators can configure more options for dispatchers to create advanced resource filters with beyond the default options.
## Before you begin
Role required: admin
## About this task
By default, dispatchers can create advanced filters based off of:
* Username or user skill ... | ---
title: Configure resource filter options
description: Administrators can configure more options for dispatchers to create advanced
resource filters with beyond the default options.
keywords: []
breadcrumbs:
- Field Service Management
- Configuring Field Service Management
- Setting up CSM/FSM Configurable Workspa... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/task/configure-immediate-optimization.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/task/configure-immediate-optimization.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/task/configure-immediate-optimization.html | zurich | Configure immediate optimization for prioritized events | Configure prioritized event optimization to enable schedule adjustments in response to critical, same-day events. | [] | [
"Field Service Management",
"Configuring Field Service Management",
"Setting up a Field Service scheduling method",
"Configuring Schedule Optimization",
"Optimizing technician schedules at set intervals throughout the day",
"Optimizing technician schedules in response to urgent events"
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"title": "Co... | # Configure immediate optimization for prioritized events
Configure prioritized event optimization to enable schedule adjustments in response to critical, same-day events.
## Before you begin
To set the system properties for the prioritized event mode, see Schedule optimization properties.
Role required: wm\_admin
... | ---
title: Configure immediate optimization for prioritized events
description: Configure prioritized event optimization to enable schedule adjustments
in response to critical, same-day events.
keywords: []
breadcrumbs:
- Field Service Management
- Configuring Field Service Management
- Setting up a Field Service sch... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/task/configure-users-fsm.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/task/configure-users-fsm.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/task/configure-users-fsm.html | zurich | Configuring users | As an administrator, you can configure user groups and individual users. A user is an individual who is a member of your Field Service organization and can access your instance. | [] | [
"Field Service Management",
"Configuring Field Service Management",
"Setting up your workforce"
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"title": "Co... | # Configuring users
As an administrator, you can configure user groups and individual users. A user is an individual who is a member of your Field Service organization and can access your instance.
## Configuration overview
The steps for configuring users are:
1. Set up Field Service user groups
Simplify use... | ---
title: Configuring users
description: As an administrator, you can configure user groups and individual users.
A user is an individual who is a member of your Field Service organization and can
access your instance.
keywords: []
breadcrumbs:
- Field Service Management
- Configuring Field Service Management
- Se... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/task/configure-workspce-settings.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/task/configure-workspce-settings.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/task/configure-workspce-settings.html | zurich | Configure settings for Dispatcher Workspace | Automate processes and provide dispatchers with more information so they can get their job done more effectively. | [] | [
"Field Service Management",
"Configuring Field Service Management",
"Setting up CSM/FSM Configurable Workspace",
"Configuring Dispatcher Workspace"
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"title": "Co... | # Configure settings for Dispatcher Workspace
Automate processes and provide dispatchers with more information so they can get their job done more effectively.
## Before you begin
Role required: admin, wm\_admin
## Procedure
1. Navigate to All > Field Service > Dispatcher Workspace Configuration > Workspace Settin... | ---
title: Configure settings for Dispatcher Workspace
description: Automate processes and provide dispatchers with more information so they
can get their job done more effectively.
keywords: []
breadcrumbs:
- Field Service Management
- Configuring Field Service Management
- Setting up CSM/FSM Configurable Workspace
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/task/create-a-smart-assessment-template.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/task/create-a-smart-assessment-template.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/task/create-a-smart-assessment-template.html | zurich | Author and publish a Smart Assessment template | Author and publish Smart Assessment template, and associate it with Work Order Task tables to create Smart Assessment questionnaires for work order tasks using this template. | [] | [
"Field Service Management",
"Configuring Field Service Management",
"Setting up Field Service Mobile Agent",
"Configuring Smart Assessment questionnaires for Now Mobile Agent",
"Configure Smart Assessment from new templates"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/task/create-a-smart-assessment-template.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/task/create-a-smart-assessment-template.html"><body id="create-a-smart-asses... | {
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"title": "Co... | # Author and publish a Smart Assessment template
Author and publish Smart Assessment template, and associate it with Work Order Task tables to create Smart Assessment questionnaires for work order tasks using this template.
## Before you begin
Role required: questionnaire\_admin
## About this task
Author a new Sma... | ---
title: Author and publish a Smart Assessment template
description: Author and publish Smart Assessment template, and associate it with Work
Order Task tables to create Smart Assessment questionnaires for work order tasks
using this template.
keywords: []
breadcrumbs:
- Field Service Management
- Configuring Fie... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/task/create-appt-sched-override.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/task/create-appt-sched-override.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/task/create-appt-sched-override.html | zurich | Create an Appointment Schedule Override | An appointment schedule override modifies default slot configurations for specific dates or scenarios, providing flexible appointment management. | [] | [
"Field Service Management",
"Configuring Field Service Management",
"Setting up a Field Service scheduling method",
"Additional scheduling configuration options",
"Configuring Appointment Booking",
"Configure daily and advanced schedules"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/task/create-appt-sched-override.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/task/create-appt-sched-override.html"><body id="create-appt-sched-override"><main ro... | {
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"title": "Co... | # Create an Appointment Schedule Override
An appointment schedule override modifies default slot configurations for specific dates or scenarios, providing flexible appointment management.
## Before you begin
Role required: appointment\_booking\_admin
Ensure that the Advanced Appointment Booking plugin is active. Fo... | ---
title: Create an Appointment Schedule Override
description: An appointment schedule override modifies default slot configurations
for specific dates or scenarios, providing flexible appointment management.
keywords: []
breadcrumbs:
- Field Service Management
- Configuring Field Service Management
- Setting up a F... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/task/create-appt-sched.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/task/create-appt-sched.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/task/create-appt-sched.html | zurich | Create an Appointment schedule | An appointment schedule represents available slots as defined by its appointment window and service mapping configurations. Appointment schedules can be overridden for specific dates or slots to allow custom availability or capacity. | [
"Appointment schedule"
] | [
"Field Service Management",
"Configuring Field Service Management",
"Setting up a Field Service scheduling method",
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"Configuring Appointment Booking",
"Configure daily and advanced schedules"
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"title": "Co... | # Create an Appointment schedule
An appointment schedule represents available slots as defined by its appointment
window and service mapping configurations. Appointment schedules can be overridden for
specific dates or slots to allow custom availability or capacity.
## Before you begin
Role required: appointment\_bo... | ---
title: Create an Appointment schedule
description: An appointment schedule represents available slots as defined by its
appointment window and service mapping configurations. Appointment schedules can
be overridden for specific dates or slots to allow custom availability or capacity.
keywords:
- Appointment sch... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/task/create-appt-svc-config-mapping.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/task/create-appt-svc-config-mapping.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/task/create-appt-svc-config-mapping.html | zurich | Create an Appointment service configuration mapping | An appointment service configuration mapping contains the service configuration, service configuration rule, and territory for use in an appointment schedule. | [
"Appointment service configuration mapping",
"Appointment schedule"
] | [
"Field Service Management",
"Configuring Field Service Management",
"Setting up a Field Service scheduling method",
"Additional scheduling configuration options",
"Configuring Appointment Booking",
"Configure daily and advanced schedules",
"Create an Appointment schedule"
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"title": "Co... | # Create an Appointment service configuration mapping
An appointment service configuration mapping contains the service configuration, service configuration rule, and territory for use in an appointment schedule.
## Before you begin
Role required: appointment\_booking\_admin
Ensure that the Advanced Appointment Boo... | ---
title: Create an Appointment service configuration mapping
description: An appointment service configuration mapping contains the service configuration,
service configuration rule, and territory for use in an appointment schedule.
keywords:
- Appointment service configuration mapping
- Appointment schedule
breadc... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/task/create-appt-window-config.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/task/create-appt-window-config.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/task/create-appt-window-config.html | zurich | Create an Appointment window configuration | An Appointment window configuration defines the daily schedule for appointments, including start and end times, slot duration, breaks, and slot repetition intervals. | [
"Appointment window configuration",
"Appointment schedule"
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"Field Service Management",
"Configuring Field Service Management",
"Setting up a Field Service scheduling method",
"Additional scheduling configuration options",
"Configuring Appointment Booking",
"Configure daily and advanced schedules",
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"title": "Co... | # Create an Appointment window configuration
An Appointment window configuration defines the daily schedule for appointments, including start and end times, slot duration, breaks, and slot repetition intervals.
## Before you begin
Role required: appointment\_booking\_admin
Ensure that the Advanced Appointment Booki... | ---
title: Create an Appointment window configuration
description: An Appointment window configuration defines the daily schedule for appointments,
including start and end times, slot duration, breaks, and slot repetition intervals.
keywords:
- Appointment window configuration
- Appointment schedule
breadcrumbs:
- Fi... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/task/create-capacity-definitions.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/task/create-capacity-definitions.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/task/create-capacity-definitions.html | zurich | Create a capacity definition | Allocate work to different types of tasks based on the reserved capacity percentage and defined source of capacity for a territory. | [] | [
"Field Service Management",
"Configuring Field Service Management",
"Setting up your workforce",
"Configuring Field Service Capacity and Reservations Management"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/task/create-capacity-definitions.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/task/create-capacity-definitions.html"><body id="create-capacity-definitions"><main... | {
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"title": "Co... | # Create a capacity definition
Allocate work to different types of tasks based on the reserved capacity percentage and defined source of capacity for a territory.
## Before you begin
Role required: sn\_fsm\_tp.fsm\_territory\_manager, wm\_manager, sn\_fsm\_capacity\_mg.wm\_capacity\_write, sn\_fsm\_tp.fsm\_territory... | ---
title: Create a capacity definition
description: Allocate work to different types of tasks based on the reserved capacity
percentage and defined source of capacity for a territory.
keywords: []
breadcrumbs:
- Field Service Management
- Configuring Field Service Management
- Setting up your workforce
- Configuring... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/task/create-or-modify-an-appointment-booking-slot-recommendation-rule.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/task/create-or-modify-an-appointment-booking-slot-recommendation-rule.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/task/create-or-modify-an-appointment-booking-slot-recommendation-rule.html | zurich | Create or modify an appointment booking slot recommendation rule | Create modify a appointment booking slot recommendation rules to categorize the appointment booking slots into recommended slots and available slots. | [] | [
"Field Service Management",
"Configuring Field Service Management",
"Setting up a Field Service scheduling method",
"Additional scheduling configuration options",
"Configuring Appointment Booking",
"Enable and configure appointment slot recommendation"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/task/create-or-modify-an-appointment-booking-slot-recommendation-rule.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/task/create-or-modify-an-appointment-booking-s... | {
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"title": "Co... | # Create or modify an appointment booking slot recommendation rule
Create modify a appointment booking slot recommendation rules to categorize the appointment booking slots into recommended slots and available slots.
## Before you begin
Role required: admin
## About this task
Appointment Booking uses appointment s... | ---
title: Create or modify an appointment booking slot recommendation rule
description: Create modify a appointment booking slot recommendation rules to categorize
the appointment booking slots into recommended slots and available slots.
keywords: []
breadcrumbs:
- Field Service Management
- Configuring Field Servic... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/task/create-smart-assessment-questionnaire.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/task/create-smart-assessment-questionnaire.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/task/create-smart-assessment-questionnaire.html | zurich | Create Smart Assessment questionnaires from new templates | Create a Smart Assessment questionnaire from a new Smart Assessment template and associate them to work order tasks to gather information about the tasks. | [] | [
"Field Service Management",
"Configuring Field Service Management",
"Setting up Field Service Mobile Agent",
"Configuring Smart Assessment questionnaires for Now Mobile Agent",
"Configure Smart Assessment from new templates"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/task/create-smart-assessment-questionnaire.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/task/create-smart-assessment-questionnaire.html"><body id="create-smart-a... | {
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"title": "Co... | # Create Smart Assessment questionnaires from new templates
Create a Smart Assessment questionnaire from a new Smart Assessment template and associate them to work order tasks to gather information about the tasks.
## Before you begin
Role required: questionnaire\_admin
Ensure you have authored and published Smart ... | ---
title: Create Smart Assessment questionnaires from new templates
description: Create a Smart Assessment questionnaire from a new Smart Assessment template
and associate them to work order tasks to gather information about the tasks.
keywords: []
breadcrumbs:
- Field Service Management
- Configuring Field Service ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/task/customize-fields-for-mapping-location.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/task/customize-fields-for-mapping-location.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/task/customize-fields-for-mapping-location.html | zurich | Customize fields for mapping location | Customize ad-hoc fields for setting location appropriate location for work orders pr work order tasks when you add location using map interface. | [] | [
"Field Service Management",
"Configuring Field Service Management",
"Setting up your workforce",
"Configuring Field Service with Service Locations"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/task/customize-fields-for-mapping-location.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/task/customize-fields-for-mapping-location.html"><body id="customize-fiel... | {
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"title": "Co... | # Customize fields for mapping location
Customize ad-hoc fields for setting location appropriate location for work orders pr work order tasks when you add location using map interface.
## Before you begin
Role required: wm\_admin
## About this task
You can customize the fields for a location that is added through ... | ---
title: Customize fields for mapping location
description: Customize ad-hoc fields for setting location appropriate location for
work orders pr work order tasks when you add location using map interface.
keywords: []
breadcrumbs:
- Field Service Management
- Configuring Field Service Management
- Setting up your w... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/task/example-workflow-for-field-service-work-configurations.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/task/example-workflow-for-field-service-work-configurations.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/task/example-workflow-for-field-service-work-configurations.html | zurich | 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. | [] | [
"Field Service Management",
"Configuring Field Service Management",
"Setting up work orders and tasks",
"Configuring Field Service Work Configurations"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/task/example-workflow-for-field-service-work-configurations.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/task/example-workflow-for-field-service-work-configurati... | {
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"title": "Co... | # 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
Mak... | ---
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.
keywords: []
breadcrumbs:
- Field... |
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"Field Service Management",
"Using Field Service Management",
"Scheduling and dispatching work order tasks to agents",
"Managing agents and tasks from Workforce",
"Using the team calendar",
"Managing agents and agent groups on the team calendar",
"View an agent profile"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/task/manage-agent-profile-team-calendar.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/task/manage-agent-profile-team-calendar.html"><body id="manage-agent-profile... | {
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{
"title": "Us... | # Update an agent's profile
Update shifts, skills, schedules, schedule attributes, and work order tasks for agents in your assignment groups.
## Before you begin
Role required: wm\_manager
## Procedure
1. Navigate to All > Field Service > Manager > Workforce.
2. Select Schedule from the View Controls list.
3. Sele... | ---
title: Update an agent's profile
description: Update shifts, skills, schedules, schedule attributes, and work order
tasks for agents in your assignment groups.
keywords: []
breadcrumbs:
- Field Service Management
- Using Field Service Management
- Scheduling and dispatching work order tasks to agents
- Managing a... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/task/migrate-survey-instances-to-smart-assessment.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/task/migrate-survey-instances-to-smart-assessment.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/task/migrate-survey-instances-to-smart-assessment.html | zurich | Migrate survey instances to Smart Assessment | When you migrate a survey-based questionnaire to Smart Assessment, migrate all the associated instances of a survey to Smart Assessment and re-trigger them. | [] | [
"Field Service Management",
"Configuring Field Service Management",
"Setting up Field Service Mobile Agent",
"Configuring Smart Assessment questionnaires for Now Mobile Agent",
"Migrating to Smart Assessment from survey-based questionnaire"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/task/migrate-survey-instances-to-smart-assessment.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/task/migrate-survey-instances-to-smart-assessment.html"><body id="... | {
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"title": "Co... | # Migrate survey instances to Smart Assessment
When you migrate a survey-based questionnaire to Smart Assessment, migrate all the associated instances of a survey to Smart Assessment and re-trigger them.
## About this task
Migrate survey instances for questionnaires to Smart Assessment by manually running the job Mi... | ---
title: Migrate survey instances to Smart Assessment
description: When you migrate a survey-based questionnaire to Smart Assessment, migrate
all the associated instances of a survey to Smart Assessment and re-trigger them.
keywords: []
breadcrumbs:
- Field Service Management
- Configuring Field Service Management
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/task/personalize-resource-dw.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/task/personalize-resource-dw.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/task/personalize-resource-dw.html | zurich | Personalize your resource view in Dispatcher Workspace | Dispatchers can personalize the resources they see in Dispatcher Workspace by creating an advanced resource filter that applies every time they open Dispatcher Workspace. | [] | [
"Field Service Management",
"Using Field Service Management",
"Scheduling and dispatching work order tasks to agents",
"Assigning work order tasks to agents from Dispatcher Workspace",
"Using Dispatcher Workspace",
"Advanced Filtering in Dispatcher Workspace"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/task/personalize-resource-dw.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/task/personalize-resource-dw.html"><body id="personalize-resource-dw"><main role="main"... | {
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"title": "Us... | # Personalize your resource view in Dispatcher Workspace
Dispatchers can personalize the resources they see in Dispatcher Workspace by creating an advanced resource filter that applies every time they open Dispatcher Workspace.
## Before you begin
Role required: wm\_dispatcher.
## Procedure
1. Navigate to Field Se... | ---
title: Personalize your resource view in Dispatcher Workspace
description: Dispatchers can personalize the resources they see in Dispatcher Workspace
by creating an advanced resource filter that applies every time they open Dispatcher
Workspace.
keywords: []
breadcrumbs:
- Field Service Management
- Using Field... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/task/remove-add-agent.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/task/remove-add-agent.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/task/remove-add-agent.html | zurich | Remove a temporarily added agent from Dispatcher Workspace | You can remove an agent from Dispatcher Workspace that you temporarily added. | [] | [
"Field Service Management",
"Using Field Service Management",
"Scheduling and dispatching work order tasks to agents",
"Assigning work order tasks to agents from Dispatcher Workspace",
"Using Dispatcher Workspace"
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"title": "Us... | # Remove a temporarily added agent from Dispatcher Workspace
You can remove an agent from Dispatcher Workspace that you temporarily added.
## Before you begin
Role required: wm\_dispatcher
## Procedure
1. Navigate to Field Service > Dispatching > Dispatcher Workspace.
2. Select Dispatcher Workspace.
3. Choose from... | ---
title: Remove a temporarily added agent from Dispatcher Workspace
description: You can remove an agent from Dispatcher Workspace that you temporarily
added.
keywords: []
breadcrumbs:
- Field Service Management
- Using Field Service Management
- Scheduling and dispatching work order tasks to agents
- Assigning wor... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/task/setting-up-a-travel-estimate-provider.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/task/setting-up-a-travel-estimate-provider.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/task/setting-up-a-travel-estimate-provider.html | zurich | Setting up a travel estimate provider | Set up a travel estimate provider in Schedule Optimization for each of your technician groups to streamline and enhance the travel planning process. | [] | [
"Field Service Management",
"Configuring Field Service Management",
"Setting up a Field Service scheduling method",
"Configuring Schedule Optimization",
"Create a scheduling attribute for Schedule Optimization"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/task/setting-up-a-travel-estimate-provider.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/task/setting-up-a-travel-estimate-provider.html"><body><main role="main">... | {
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"title": "Co... | # Setting up a travel estimate provider
Set up a travel estimate provider in Schedule Optimization for each of your technician groups to streamline and enhance the travel planning process.
## Travel estimate providers
Efficient allocation of work order tasks depends on accurately estimating travel time, considering ... | ---
title: Setting up a travel estimate provider
description: Set up a travel estimate provider in Schedule Optimization for each of
your technician groups to streamline and enhance the travel planning process.
keywords: []
breadcrumbs:
- Field Service Management
- Configuring Field Service Management
- Setting up a ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/task/temp-add-agent.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/task/temp-add-agent.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/task/temp-add-agent.html | zurich | Temporarily add agents to Dispatcher Workspace | You can add agents to Dispatcher Workspace. This makes it easy to quickly assign tasks to an agent who is part of the assignment groups or territories that you mange. | [] | [
"Field Service Management",
"Using Field Service Management",
"Scheduling and dispatching work order tasks to agents",
"Assigning work order tasks to agents from Dispatcher Workspace",
"Using Dispatcher Workspace"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/task/temp-add-agent.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/task/temp-add-agent.html"><body id="temp-add-agent"><main role="main"><article role="article" cl... | {
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"title": "Us... | # Temporarily add agents to Dispatcher Workspace
You can add agents to Dispatcher Workspace. This makes it easy to quickly assign tasks to an agent who is part of the assignment groups or territories that you mange.
## Before you begin
Role required: wm\_dispatcher
## About this task
By default, dispatchers can... | ---
title: Temporarily add agents to Dispatcher Workspace
description: You can add agents to Dispatcher Workspace. This makes it easy to quickly
assign tasks to an agent who is part of the assignment groups or territories that
you mange.
keywords: []
breadcrumbs:
- Field Service Management
- Using Field Service Man... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/task/triggering-optimization-on-task-or-agent-availability-change.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/task/triggering-optimization-on-task-or-agent-availability-change.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/task/triggering-optimization-on-task-or-agent-availability-change.html | zurich | Optimizing technician schedules in response to urgent events | Prioritized event optimization is a mode of intraday optimization that aims to run a faster, more focused intraday process. This mode specifically targets the most critical events. | [] | [
"Field Service Management",
"Configuring Field Service Management",
"Setting up a Field Service scheduling method",
"Configuring Schedule Optimization",
"Optimizing technician schedules at set intervals throughout the day"
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"title": "Co... | # Optimizing technician schedules in response to urgent events
Prioritized event optimization is a mode of intraday optimization that aims to run a faster, more focused intraday process. This mode specifically targets the most critical events.
## About intraday optimization for prioritized events
Prioritized event o... | ---
title: Optimizing technician schedules in response to urgent events
description: Prioritized event optimization is a mode of intraday optimization that
aims to run a faster, more focused intraday process. This mode specifically targets
the most critical events.
keywords: []
breadcrumbs:
- Field Service Manageme... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/task/use-stacked-time-zones.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/task/use-stacked-time-zones.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/task/use-stacked-time-zones.html | zurich | Show multiple time zones at once in Dispatcher Workspace | Dispatchers can show multiple time zones on the calendar in Dispatcher Workspace that are stacked on top of each other. This makes it easier to see every agent’s schedule in their local time zone at a glance. | [] | [
"Field Service Management",
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"title": "Us... | # Show multiple time zones at once in Dispatcher Workspace
Dispatchers can show multiple time zones on the calendar in Dispatcher Workspace that are stacked on top of each other. This makes it easier to see every agent’s schedule in their local time zone at a glance.
## Before you begin
Role required: wm\_dispatcher... | ---
title: Show multiple time zones at once in Dispatcher Workspace
description: "Dispatchers can show multiple time zones on the calendar in Dispatcher\
\ Workspace that are stacked on top of each other. This makes it easier to see every\
\ agent\u2019s schedule in their local time zone at a glance."
keywords: []
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/task/view-schedule-optimization-logs.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/task/view-schedule-optimization-logs.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/task/view-schedule-optimization-logs.html | zurich | View Schedule Optimization logs | View the Schedule Optimization logs to gather insights from each optimization attempt. | [] | [
"Field Service Management",
"Configuring Field Service Management",
"Setting up a Field Service scheduling method",
"Configuring Schedule Optimization",
"Configuring log levels for detailed optimization analysis"
] | <article class="hascomments" data-page="bundle:zurich-field-service-management/enus/product/field-service-management/task/view-schedule-optimization-logs.html" id="bundle:zurich-field-service-management/enus/product/field-service-management/task/view-schedule-optimization-logs.html"><body><main role="main"><article rol... | {
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"title": "Co... | # View Schedule Optimization logs
View the Schedule Optimization logs to gather insights from each optimization attempt.
## Before you begin
Role required: admin
Set the Schedule optimization logging level.
## About this task
You can access system messages for all optimization runs that occur throughout the day.
... | ---
title: View Schedule Optimization logs
description: View the Schedule Optimization logs to gather insights from each optimization
attempt.
keywords: []
breadcrumbs:
- Field Service Management
- Configuring Field Service Management
- Setting up a Field Service scheduling method
- Configuring Schedule Optimization
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/field-service-management/task/view-sibling-task.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/field-service-management/task/view-sibling-task.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/field-service-management/task/view-sibling-task.html | zurich | View sibling tasks related to a work order | View details of sibling work order task that are related to the same work order in Field Service Contractor Portal. | [] | [
"Field Service Management",
"Using Field Service Management",
"Completing work orders on the web interface",
"Contractor Portal",
"Work order tasks on the Field Service Contractor Portal"
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"title": "Us... | # View sibling tasks related to a work order
View details of sibling work order task that are related to the same work order in
Field Service Contractor Portal.
## Before you begin
Role required: wm\_ext\_agent and wm\_ext\_manager
## Procedure
1. Navigate to All > Field Service Contractor Portal > Homepage.
2. Se... | ---
title: View sibling tasks related to a work order
description: View details of sibling work order task that are related to the same
work order in Field Service Contractor Portal.
keywords: []
breadcrumbs:
- Field Service Management
- Using Field Service Management
- Completing work orders on the web interface
- C... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/planning-and-policy/concept/c_DispatchWorkOrderTasks.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/planning-and-policy/concept/c_DispatchWorkOrderTasks.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/planning-and-policy/concept/c_DispatchWorkOrderTasks.html | zurich | Assigning work order tasks to agents manually | When all of the work order tasks associated with a work order are qualified, you can dispatch the work order tasks. You can dispatch them from either the task form, the task map, or Dispatcher Workspace. | [
"Field Service Management",
"work order tasks",
"dispatch",
"dispatch from queue",
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"auto dispatch",
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"request additional information"
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"Field Service Management",
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"title": "Us... | # Assigning work order tasks to agents manually
When all of the work order tasks associated with a work order are qualified, you can dispatch the work order tasks. You can dispatch them from either the task form, the task map, or Dispatcher Workspace.
When all of the associated work order tasks are qualified, the sta... | ---
title: Assigning work order tasks to agents manually
description: When all of the work order tasks associated with a work order are qualified,
you can dispatch the work order tasks. You can dispatch them from either the task
form, the task map, or Dispatcher Workspace.
keywords:
- Field Service Management
- wor... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/planning-and-policy/reference/r_BRIWFieldServiceManagement.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/planning-and-policy/reference/r_BRIWFieldServiceManagement.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/planning-and-policy/reference/r_BRIWFieldServiceManagement.html | zurich | Business rules installed with Field Service Management | Business rules are added with Field Service Management. | [
"Field Service Management",
"installed components",
"business rules"
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"Field Service Management reference",
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"title": "Fi... | # Business rules installed with Field Service Management
Business rules are added with Field Service Management.
Table 1. Business rules installed with Field Service Management
| Business rule | Table | Description |
| --- | --- | --- |
| Accept | Work Order Task [wm\_task] | Automatically moves a task from the Assig... | ---
title: Business rules installed with Field Service Management
description: Business rules are added with Field Service Management.
keywords:
- Field Service Management
- installed components
- business rules
breadcrumbs:
- Field Service Management
- Field Service Management reference
- Components installed with Fie... |
https://www.servicenow.com/docs/en-US/bundle/zurich-field-service-management/page/product/planning-and-policy/reference/r_ScriptIncInstWFieldSrvMgmnt.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-field-service-management/page/product/planning-and-policy/reference/r_ScriptIncInstWFieldSrvMgmnt.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-field-service-management | product/planning-and-policy/reference/r_ScriptIncInstWFieldSrvMgmnt.html | zurich | Script includes installed with Field Service Management | Script includes are added with Field Service Management. | [
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{
"title": "Fi... | # Script includes installed with Field Service Management
Script includes are added with Field Service Management.
Table 1. Script includes for Field Service Management
| Script include | Description |
| --- | --- |
| WMTimelineGroupSchedulePage | Schedules page script include for the field service resource chart. |
... | ---
title: Script includes installed with Field Service Management
description: Script includes are added with Field Service Management.
keywords:
- Field Service Management
- installed components
- script includes
breadcrumbs:
- Field Service Management
- Field Service Management reference
- Components installed with ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/concept/card-data-security-reference.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/concept/card-data-security-reference.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-financial-services-operations | product/fso-card-data-security/concept/card-data-security-reference.html | zurich | Card Data Security Reference | Learn about the components and properties that are installed with Card Data Security. | [] | [
"Financial Services Operations (FSO)",
"Using banking applications",
"Dispute Management",
"Card Data Security"
] | <article class="hascomments" data-page="bundle:zurich-financial-services-operations/enus/product/fso-card-data-security/concept/card-data-security-reference.html" id="bundle:zurich-financial-services-operations/enus/product/fso-card-data-security/concept/card-data-security-reference.html"><body id="card-data-security-r... | {
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"title": "Using banking applica... | # Card Data Security Reference
Learn about the components and properties that are installed with Card Data Security.
| ---
title: Card Data Security Reference
description: Learn about the components and properties that are installed with Card
Data Security.
keywords: []
breadcrumbs:
- Financial Services Operations (FSO)
- Using banking applications
- Dispute Management
- Card Data Security
---
# Card Data Security Reference
Learn a... |
https://www.servicenow.com/docs/en-US/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/concept/card-data-security.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/concept/card-data-security.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-financial-services-operations | product/fso-card-data-security/concept/card-data-security.html | zurich | Card Data Security | The Card data security application embeds a tokenization service that enables Financial Services Operations (FSO) customers to configure the data that is tokenized and detokenized for Dispute Cases and Dispute Transactions to meet Payment Card Industry (PCI) requirements ("Card Data | [] | [
"Financial Services Operations (FSO)",
"Using banking applications",
"Dispute Management"
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"title": "Using banking applica... | # Card Data Security
The Card data security application embeds a tokenization service that enables Financial Services Operations (FSO)
customers to
configure the data that is tokenized and detokenized for Dispute Cases and Dispute Transactions to meet Payment Card Industry (PCI)
requirements ("Card Data Security").
#... | ---
title: Card Data Security
description: The Card data security application embeds a tokenization service that
enables Financial Services Operations (FSO) customers to configure the data that
is tokenized and detokenized for Dispute Cases and Dispute Transactions to meet
Payment Card Industry (PCI) requirements... |
https://www.servicenow.com/docs/en-US/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/concept/configuring-card-data-security.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/concept/configuring-card-data-security.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-financial-services-operations | product/fso-card-data-security/concept/configuring-card-data-security.html | zurich | Configuring Card Data Security | Plan and configure your implementation of Card Data Security by following the tasks listed in this configuration overview. | [] | [
"Financial Services Operations (FSO)",
"Using banking applications",
"Dispute Management",
"Card Data Security"
] | <article class="hascomments" data-page="bundle:zurich-financial-services-operations/enus/product/fso-card-data-security/concept/configuring-card-data-security.html" id="bundle:zurich-financial-services-operations/enus/product/fso-card-data-security/concept/configuring-card-data-security.html"><body id="configuring-card... | {
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"title": "Using banking applica... | # Configuring Card Data Security
Plan and configure your implementation of Card Data Security by following the tasks listed in this configuration overview.
## Configuration overview
Refer to the following steps to set up and configure Card Data Security for the first time.
1. Set up spoke integrations
Instal... | ---
title: Configuring Card Data Security
description: Plan and configure your implementation of Card Data Security by following
the tasks listed in this configuration overview.
keywords: []
breadcrumbs:
- Financial Services Operations (FSO)
- Using banking applications
- Dispute Management
- Card Data Security
---
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/concept/create-tokenization-vault.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/concept/create-tokenization-vault.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-financial-services-operations | product/fso-card-data-security/concept/create-tokenization-vault.html | zurich | Create the card vault table in our tokenizer service | As part of the onboarding procedure, you will create a card vault table in our tokenizer service to manage tokenized data for use in Dispute Cases and Dispute Transactions. | [] | [
"Financial Services Operations (FSO)",
"Using banking applications",
"Dispute Management",
"Card Data Security",
"Configuring Card Data Security"
] | <article class="hascomments" data-page="bundle:zurich-financial-services-operations/enus/product/fso-card-data-security/concept/create-tokenization-vault.html" id="bundle:zurich-financial-services-operations/enus/product/fso-card-data-security/concept/create-tokenization-vault.html"><body id="create-tokenization-vault"... | {
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"title": "Using banking applica... | # Create the card vault table in our tokenizer service
As part of the onboarding procedure, you will create a card vault table in our tokenizer service to manage tokenized data for use in Dispute Cases and Dispute Transactions.
For more information on creating a card vault table in our tokenizer service, see Initial ... | ---
title: Create the card vault table in our tokenizer service
description: As part of the onboarding procedure, you will create a card vault table
in our tokenizer service to manage tokenized data for use in Dispute Cases and Dispute
Transactions.
keywords: []
breadcrumbs:
- Financial Services Operations (FSO)
- ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/concept/creating-new-connections-in-card-data-security.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/concept/creating-new-connections-in-card-data-security.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-financial-services-operations | product/fso-card-data-security/concept/creating-new-connections-in-card-data-security.html | zurich | Creating new connections in Card Data Security | Configure settings in our tokenizer service and your ServiceNow instance to set up new tokenized connections, routes, and methods in Card Data Security. | [] | [
"Financial Services Operations (FSO)",
"Using banking applications",
"Dispute Management",
"Card Data Security",
"Managing Card data security"
] | <article class="hascomments" data-page="bundle:zurich-financial-services-operations/enus/product/fso-card-data-security/concept/creating-new-connections-in-card-data-security.html" id="bundle:zurich-financial-services-operations/enus/product/fso-card-data-security/concept/creating-new-connections-in-card-data-security.... | {
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"title": "Using banking applica... | # Creating new connections in Card Data Security
Configure settings in our tokenizer service and your ServiceNow instance to set up new tokenized connections, routes, and methods in Card Data Security.
To create a new tokenized connection to another core system other than Visa and Mastercard, refer to the following t... | ---
title: Creating new connections in Card Data Security
description: Configure settings in our tokenizer service and your ServiceNow instance
to set up new tokenized connections, routes, and methods in Card Data Security.
keywords: []
breadcrumbs:
- Financial Services Operations (FSO)
- Using banking applications
-... |
https://www.servicenow.com/docs/en-US/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/concept/domain-separation-and-card-data-security.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/concept/domain-separation-and-card-data-security.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-financial-services-operations | product/fso-card-data-security/concept/domain-separation-and-card-data-security.html | zurich | Domain separation and Card Data Security | Domain separation is supported for Card Data Security. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data. | [] | [
"Financial Services Operations (FSO)",
"Using banking applications",
"Dispute Management",
"Card Data Security",
"Card Data Security Reference"
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"title": "Using banking applica... | # Domain separation and Card Data Security
Domain separation is supported for Card Data Security. Domain separation enables you to separate data,
processes, and administrative tasks into logical groupings called domains. You can control
several aspects of this separation, including which users can see and access
data.... | ---
title: Domain separation and Card Data Security
description: Domain separation is supported for Card Data Security. Domain separation
enables you to separate data, processes, and administrative tasks into logical groupings
called domains. You can control several aspects of this separation, including which
use... |
https://www.servicenow.com/docs/en-US/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/concept/exploring-card-data-security.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/concept/exploring-card-data-security.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-financial-services-operations | product/fso-card-data-security/concept/exploring-card-data-security.html | zurich | Exploring Card Data Security | Learn more about Card Data Security and how it can be used to tokenize sensitive card data for Dispute Cases and Dispute Transactions. | [] | [
"Financial Services Operations (FSO)",
"Using banking applications",
"Dispute Management",
"Card Data Security"
] | <article class="hascomments" data-page="bundle:zurich-financial-services-operations/enus/product/fso-card-data-security/concept/exploring-card-data-security.html" id="bundle:zurich-financial-services-operations/enus/product/fso-card-data-security/concept/exploring-card-data-security.html"><body id="exploring-card-data-... | {
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"title": "Using banking applica... | # Exploring Card Data Security
Learn more about Card Data Security and how it can be used to tokenize sensitive card data for Dispute Cases and Dispute Transactions.
## Card Data Security overview
The Card Data Security application provides a tokenizer service that enables you to replace sensitive data in dispute wo... | ---
title: Exploring Card Data Security
description: Learn more about Card Data Security and how it can be used to tokenize
sensitive card data for Dispute Cases and Dispute Transactions.
keywords: []
breadcrumbs:
- Financial Services Operations (FSO)
- Using banking applications
- Dispute Management
- Card Data Secu... |
https://www.servicenow.com/docs/en-US/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/concept/manage-outbound-connections.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/concept/manage-outbound-connections.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-financial-services-operations | product/fso-card-data-security/concept/manage-outbound-connections.html | zurich | Manage the card vault table and connections in our tokenizer service | You may modify the card vault table and connection properties in our tokenizer service. Manage the vault columns and properties, and customize the data sent and received from the Third-Party System, such as additional routes and field values. | [] | [
"Financial Services Operations (FSO)",
"Using banking applications",
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"title": "Using banking applica... | # Manage the card vault table and connections in our tokenizer service
You may modify the card vault table and connection properties in our tokenizer service. Manage the vault columns and properties, and customize the data sent and received from the Third-Party System, such as additional
routes and field values.
For ... | ---
title: Manage the card vault table and connections in our tokenizer service
description: You may modify the card vault table and connection properties in our
tokenizer service. Manage the vault columns and properties, and customize the data
sent and received from the Third-Party System, such as additional route... |
https://www.servicenow.com/docs/en-US/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/concept/manage-tokenizer-resource-configurations.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/concept/manage-tokenizer-resource-configurations.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-financial-services-operations | product/fso-card-data-security/concept/manage-tokenizer-resource-configurations.html | zurich | Manage Tokenizer Resource Configurations | The Tokenizer Resource Configurations table contains entries for each endpoint that sends and receives tokenized data. | [] | [
"Financial Services Operations (FSO)",
"Using banking applications",
"Dispute Management",
"Card Data Security",
"Managing Card data security"
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"title": "Using banking applica... | # Manage Tokenizer Resource Configurations
The Tokenizer Resource Configurations table contains entries for each endpoint that sends and receives tokenized data.
Each endpoint entry also has an associated REST message function. These REST messages are defined in the REST Message table. See Set up tokenized REST messa... | ---
title: Manage Tokenizer Resource Configurations
description: The Tokenizer Resource Configurations table contains entries for each
endpoint that sends and receives tokenized data.
keywords: []
breadcrumbs:
- Financial Services Operations (FSO)
- Using banking applications
- Dispute Management
- Card Data Security... |
https://www.servicenow.com/docs/en-US/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/concept/managing-card-data-security.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/concept/managing-card-data-security.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-financial-services-operations | product/fso-card-data-security/concept/managing-card-data-security.html | zurich | Managing Card data security | Card data security integrates with a service to enable tokenization and detokenization of data configured for Dispute Cases and Dispute Transactions. Administrators can manage connections and create new routes and methods in the application. | [] | [
"Financial Services Operations (FSO)",
"Using banking applications",
"Dispute Management",
"Card Data Security"
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"title": "Using banking applica... | # Managing Card data security
Card data security integrates with a service to enable tokenization and detokenization of data configured for Dispute Cases and Dispute Transactions. Administrators can manage connections and create new routes and
methods in the application.
| ---
title: Managing Card data security
description: Card data security integrates with a service to enable tokenization and
detokenization of data configured for Dispute Cases and Dispute Transactions. Administrators
can manage connections and create new routes and methods in the application.
keywords: []
breadcrum... |
https://www.servicenow.com/docs/en-US/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/reference/components-installed-with-card-data-security.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/reference/components-installed-with-card-data-security.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-financial-services-operations | product/fso-card-data-security/reference/components-installed-with-card-data-security.html | zurich | Components installed with Card Data Security | Several types of components are installed with the activation of Card Data Security. | [] | [
"Financial Services Operations (FSO)",
"Using banking applications",
"Dispute Management",
"Card Data Security",
"Card Data Security Reference"
] | <article class="hascomments" data-page="bundle:zurich-financial-services-operations/enus/product/fso-card-data-security/reference/components-installed-with-card-data-security.html" id="bundle:zurich-financial-services-operations/enus/product/fso-card-data-security/reference/components-installed-with-card-data-security.... | {
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"title": "Using banking applica... | # Components installed with Card Data Security
Several types of components are installed with the activation of Card Data Security.
## Roles installed
Table 1. Roles installed with Card Data Security
| Role title [name] | Description | Contains roles |
| --- | --- | --- |
| Admin [sn\_data\_sec.admin] | This role gi... | ---
title: Components installed with Card Data Security
description: Several types of components are installed with the activation of Card
Data Security.
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breadcrumbs:
- Financial Services Operations (FSO)
- Using banking applications
- Dispute Management
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- Card Data Security Referenc... |
https://www.servicenow.com/docs/en-US/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/task/create-a-new-tokenizer-route.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/task/create-a-new-tokenizer-route.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-financial-services-operations | product/fso-card-data-security/task/create-a-new-tokenizer-route.html | zurich | Set up tokenized HTTP connection and credentials | After configuring the connections for Card Data Security in our tokenizer service, you can define the connection and credentials in your ServiceNow instance. This enables you to communicate to the Third-Party System in your ServiceNow instance via our tokenizer service. | [] | [
"Financial Services Operations (FSO)",
"Using banking applications",
"Dispute Management",
"Card Data Security",
"Configuring Card Data Security"
] | <article class="hascomments" data-page="bundle:zurich-financial-services-operations/enus/product/fso-card-data-security/task/create-a-new-tokenizer-route.html" id="bundle:zurich-financial-services-operations/enus/product/fso-card-data-security/task/create-a-new-tokenizer-route.html"><body id="create-a-new-tokenizer-rou... | {
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"title": "Using banking applica... | # Set up tokenized HTTP connection and credentials
After configuring the connections for Card Data Security in our tokenizer service, you can define the connection and credentials in your ServiceNow instance. This enables you to communicate to the Third-Party System in your ServiceNow instance via our tokenizer servic... | ---
title: Set up tokenized HTTP connection and credentials
description: After configuring the connections for Card Data Security in our tokenizer
service, you can define the connection and credentials in your ServiceNow instance.
This enables you to communicate to the Third-Party System in your ServiceNow instance... |
https://www.servicenow.com/docs/en-US/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/task/create-tokenizer-resource-configuration-entry.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/task/create-tokenizer-resource-configuration-entry.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-financial-services-operations | product/fso-card-data-security/task/create-tokenizer-resource-configuration-entry.html | zurich | Create a tokenizer resource configuration entry | If you create a new HTTP method for a REST Message entry, you need to create an entry in the tokenizer resource configuration entry table. This maps the REST message function to the tokenization service endpoint. | [] | [
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"Using banking applications",
"Dispute Management",
"Card Data Security",
"Managing Card data security",
"Manage Tokenizer Resource Configurations"
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"title": "Using banking applica... | # Create a tokenizer resource configuration entry
If you create a new HTTP method for a REST Message entry, you need to create an entry in the tokenizer resource configuration entry table. This maps the REST message function to the tokenization service endpoint.
## Before you begin
Role required: admin
## Procedure... | ---
title: Create a tokenizer resource configuration entry
description: If you create a new HTTP method for a REST Message entry, you need to
create an entry in the tokenizer resource configuration entry table. This maps the
REST message function to the tokenization service endpoint.
keywords: []
breadcrumbs:
- Fin... |
https://www.servicenow.com/docs/en-US/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/task/install-card-data-security.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/task/install-card-data-security.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-financial-services-operations | product/fso-card-data-security/task/install-card-data-security.html | zurich | Install Card Data Security | If you have the admin role, you can install the Card Data Security application (sn_data_sec). | [] | [
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"title": "Using banking applica... | # Install Card Data Security
If you have the admin role, you can install the Card Data Security application (sn\_data\_sec).
## Before you begin
* Ensure that the application and all of its associated ServiceNow Store applications have valid ServiceNow
entitlements. For more information, see Get entitlement for a ... | ---
title: Install Card Data Security
description: If you have the admin role, you can install the Card Data Security application
(sn_data_sec).
keywords: []
breadcrumbs:
- Financial Services Operations (FSO)
- Using banking applications
- Dispute Management
- Card Data Security
- Configuring Card Data Security
---
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/task/set-up-a-rest-message-function.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/task/set-up-a-rest-message-function.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-financial-services-operations | product/fso-card-data-security/task/set-up-a-rest-message-function.html | zurich | Set up tokenized REST message record | To use tokenized data with a Third-Party System, update the endpoint URL for the Third-Party System's REST message entry in ServiceNow. | [] | [
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"title": "Using banking applica... | # Set up tokenized REST message record
To use tokenized data with a Third-Party System, update the endpoint URL for the Third-Party System's REST message entry in ServiceNow.
## Before you begin
Set up your Third-Party System connections in our tokenizer service. For more information, see Set up connections to our t... | ---
title: Set up tokenized REST message record
description: To use tokenized data with a Third-Party System, update the endpoint
URL for the Third-Party System's REST message entry in ServiceNow.
keywords: []
breadcrumbs:
- Financial Services Operations (FSO)
- Using banking applications
- Dispute Management
- Card ... |
https://www.servicenow.com/docs/en-US/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/task/set-up-outbound-connections.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-financial-services-operations/page/product/fso-card-data-security/task/set-up-outbound-connections.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-financial-services-operations | product/fso-card-data-security/task/set-up-outbound-connections.html | zurich | Set up connections to our tokenizer service | Follow these steps to set up connectivity between your ServiceNow instance, our tokenizer service, and the Third-Party System. | [] | [
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"Using banking applications",
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"title": "Using banking applica... | # Set up connections to our tokenizer service
Follow these steps to set up connectivity between your ServiceNow instance, our tokenizer service, and the Third-Party System.
## Before you begin
Complete the onboarding procedure for our tokenizer service. For more information, see Initial steps to setup schema and con... | ---
title: Set up connections to our tokenizer service
description: Follow these steps to set up connectivity between your ServiceNow instance,
our tokenizer service, and the Third-Party System.
keywords: []
breadcrumbs:
- Financial Services Operations (FSO)
- Using banking applications
- Dispute Management
- Card Da... |
https://www.servicenow.com/docs/en-US/bundle/zurich-financial-services-operations/page/product/fso-card-operations/concept/allocation-dispute-work-flow.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-financial-services-operations/page/product/fso-card-operations/concept/allocation-dispute-work-flow.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-financial-services-operations | product/fso-card-operations/concept/allocation-dispute-work-flow.html | zurich | Allocation dispute workflow | In the allocation workflow, dispute agents work to resolve fraud and authorization disputes. Acquirers can choose to initiate pre-arbitration and arbitration, and issuers can respond. This is a part of the allocation dispute workflow for the Chargeback stage. | [] | [
"Financial Services Operations (FSO)",
"Using banking applications",
"Managing dispute service requests",
"Managing disputes integrated with Visa",
"Processing a dispute case with the Card Dispute Transaction playbook",
"Chargeback stage"
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"title": "Using banking applica... | # Allocation dispute workflow
In the allocation workflow, dispute agents work to resolve fraud and authorization disputes. Acquirers can choose to initiate pre-arbitration and arbitration, and issuers can
respond. This is a part of the allocation dispute workflow for the Chargeback stage.
The transaction playbook hel... | ---
title: Allocation dispute workflow
description: In the allocation workflow, dispute agents work to resolve fraud and
authorization disputes. Acquirers can choose to initiate pre-arbitration and arbitration,
and issuers can respond. This is a part of the allocation dispute workflow for the
Chargeback stage.
ke... |
https://www.servicenow.com/docs/en-US/bundle/zurich-financial-services-operations/page/product/fso-card-operations/concept/associate-dispute-transaction.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-financial-services-operations/page/product/fso-card-operations/concept/associate-dispute-transaction.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-financial-services-operations | product/fso-card-operations/concept/associate-dispute-transaction.html | zurich | Associate dispute transaction | List associated transactions identified by Visa after the chargeback creation. Review these transactions and associate them with the disputed transaction to help deflect and resolve the dispute in the next activity. | [] | [
"Financial Services Operations (FSO)",
"Using banking applications",
"Managing dispute service requests",
"Managing disputes integrated with Visa",
"Processing a dispute case with the Card Dispute Transaction playbook",
"Chargeback stage",
"Collaboration dispute workflow"
] | <article class="hascomments" data-page="bundle:zurich-financial-services-operations/enus/product/fso-card-operations/concept/associate-dispute-transaction.html" id="bundle:zurich-financial-services-operations/enus/product/fso-card-operations/concept/associate-dispute-transaction.html"><body id="associate-dispute-transa... | {
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"title": "Using banking applica... | # Associate dispute transaction
List associated transactions identified by Visa after the chargeback creation. Review these transactions and associate them with the disputed transaction to help deflect and resolve
the dispute in the next activity.
Figure 1. View the associated transaction
1. View the associated tran... | ---
title: Associate dispute transaction
description: List associated transactions identified by Visa after the chargeback
creation. Review these transactions and associate them with the disputed transaction
to help deflect and resolve the dispute in the next activity.
keywords: []
breadcrumbs:
- Financial Services... |
https://www.servicenow.com/docs/en-US/bundle/zurich-financial-services-operations/page/product/fso-card-operations/concept/chargeback-stage-mastercard.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-financial-services-operations/page/product/fso-card-operations/concept/chargeback-stage-mastercard.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-financial-services-operations | product/fso-card-operations/concept/chargeback-stage-mastercard.html | zurich | Chargeback in Mastercard transaction disputes | After a chargeback is initiated, the chargeback request is sent to Mastercard, which alerts the merchant. Mastercard requests collaboration from merchants, who either provide a voucher or a refund as response. If the merchant doesn’t respond, the process escalates to | [] | [
"Financial Services Operations (FSO)",
"Using banking applications",
"Managing dispute service requests",
"Managing disputes integrated with Mastercard",
"Processing a Mastercard dispute"
] | <article class="hascomments" data-page="bundle:zurich-financial-services-operations/enus/product/fso-card-operations/concept/chargeback-stage-mastercard.html" id="bundle:zurich-financial-services-operations/enus/product/fso-card-operations/concept/chargeback-stage-mastercard.html"><body id="chargeback-stage-mastercard"... | {
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"title": "Using banking applica... | # Chargeback in Mastercard transaction disputes
After a chargeback is initiated, the chargeback request is sent to Mastercard, which alerts the merchant. Mastercard requests collaboration from merchants, who either provide a voucher or a refund as response. If the merchant doesn’t respond, the process escalates to for... | ---
title: Chargeback in Mastercard transaction disputes
description: "After a chargeback is initiated, the chargeback request is sent to Mastercard,\
\ which alerts the merchant. Mastercard requests collaboration from merchants, who\
\ either provide a voucher or a refund as response. If the merchant doesn\u2019\
... |
https://www.servicenow.com/docs/en-US/bundle/zurich-financial-services-operations/page/product/fso-card-operations/concept/financial-adjustments.html | https://servicenow-be-prod.servicenow.com/api/bundle/zurich-financial-services-operations/page/product/fso-card-operations/concept/financial-adjustments.html | 2025-08-02 | daily | 0.5 | 267.xml | en-US | zurich-financial-services-operations | product/fso-card-operations/concept/financial-adjustments.html | zurich | About Financial adjustments in Mastercard disputes | Financial adjustments are tasks or activities displayed based on the policy of the transaction. In Mastercard, there are two types of financial adjustments: Financial adjustments 1 and Financial adjustments 2. | [] | [
"Financial Services Operations (FSO)",
"Using banking applications",
"Managing dispute service requests",
"Managing disputes integrated with Mastercard"
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"title": "Using banking applica... | # About Financial adjustments in Mastercard disputes
Financial adjustments are tasks or activities displayed based on the policy of the transaction. In Mastercard, there are two types of financial adjustments: Financial adjustments 1 and Financial adjustments 2.
For scenarios when the Response Outcome is Resolved and... | ---
title: About Financial adjustments in Mastercard disputes
description: 'Financial adjustments are tasks or activities displayed based on the
policy of the transaction. In Mastercard, there are two types of financial adjustments:
Financial adjustments 1 and Financial adjustments 2.'
keywords: []
breadcrumbs:
- F... |
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