Learn how to improve work order planning in Microsoft Dynamics 365 Field Service to reduce unplanned follow-up visits. Discover the importance of implementing condition assessments for better equipment evaluation and efficiency.
Table of Contents
Question
A company specializing in the maintenance of industrial equipment is using Microsoft Dynamics 365 Field Service. They have noticed that work orders for certain types of equipment often require additional unplanned visits due to the complexity of the tasks involved. You need to devise a method to reduce the number of unplanned follow-up visits by improving the initial assessment and planning of work orders. What should you do?
A. Assign more technicians to each work order to ensure that tasks are completed in one visit.
B. Implement a condition assessment feature in work orders to capture detailed information about the equipment’s state during the initial visit.
C. Increase the estimated duration for all work orders to account for potential complications.
D. Schedule follow-up visits for all work orders by default, regardless of the initial assessment.
Answer
B. Implement a condition assessment feature in work orders to capture detailed information about the equipment’s state during the initial visit.
Explanation
Implementing a condition assessment feature allows technicians to capture detailed information about the equipment’s condition during the initial visit, leading to better planning and potentially reducing the need for unplanned follow-up visits. Simply increasing the estimated duration does not address the root cause of the issue. Assigning more technicians may be inefficient and costly. Scheduling follow-up visits by default is not a targeted solution and could lead to unnecessary visits.
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