Learn how to optimize work order creation for routine MRI machine maintenance in Microsoft Dynamics 365 Field Service. Discover the benefits of using incident type templates to ensure efficiency and consistency in your service management process.
Table of Contents
Question
A Field Service organization is using Microsoft Dynamics 365 Field Service to manage work orders for preventive maintenance of MRI machines. They have a complex set of tasks, products, and services that are typically required for each maintenance job. You need to streamline the creation of work orders for these routine maintenance jobs to ensure consistency and efficiency. What should you do?
A. Configure the system to create a new work order type for each MRI machine requiring maintenance.
B. Create an incident type template for MRI maintenance that includes all the standard tasks, products, and services.
C. Manually enter the tasks, products, and services each time a new work order is created for MRI maintenance.
D. Use the schedule assistant to automatically populate the work order with the required tasks, products, and services.
Answer
B. Create an incident type template for MRI maintenance that includes all the standard tasks, products, and services.
Explanation
Creating an incident type template for MRI maintenance ensures that all work orders for this type of job include the necessary tasks, products, and services, which increases efficiency and consistency. Manually entering the information each time is error-prone and inefficient. The schedule assistant is used for resource scheduling, not for populating work orders. Creating a new work order type for each machine is unnecessary and would not streamline the process.
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