SM4.R62 · Service Management

Workshop Scheduling & Bay Management

Turns the released Work Order backlog into a executable workshop plan by matching Work Tasks to qualified technicians and physically suitable bays, gated on parts readiness. IFS Planning and Scheduling Optimization can drive dynamic re-optimisation across the day where volume and volatility justify it. The process protects the two scarce assets in a dealer workshop - certified technician hours and heavy bay capacity - and is where promised turnaround times are won or lost.

44 details worked out · license requiredEquipment Dealers & Rental variantMaster

Execution steps

6 steps

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The sequence somebody actually follows in IFS Cloud, step by step, written for a person doing the work rather than for a diagram.

Data requirements

11 requirements

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Every entity this process needs, mapped to its IFS object, marked mandatory or optional, with the source system it comes from. This is the list a data migration is built from.

Configuration decisions

5 decisions

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The choices this process forces you to make in IFS, named up front. Finding these in week nine of a program is what makes week nine expensive.

KPIs

5 measures

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What this process is measured on, so the reporting requirement is known before the process is configured rather than after go-live.

Integration points

4 integrations

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Where this process has to talk to something outside IFS, and what crosses the boundary.

Workshop questions

6 questions

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The questions to ask the business about this process, written before the workshop. This is the difference between a design session and a discussion.

Prerequisites

4 prerequisites

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What has to be true before this process can run at all: master data, other processes, setup completed elsewhere.

Industry variants

3 variants

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How this process differs by industry: the parts a utility does differently from a manufacturer, already worked out rather than discovered.

Process diagram

1 BPMN diagram

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A real BPMN diagram, editable in the platform, not a picture of one. It is the same diagram your team will annotate in the workshop.

Sources

3 citations

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Where this came from. Every process traces back to IFS documentation and release notes, so a claim about how IFS behaves can be checked rather than believed.

Every process in the library looks like this.

44 details are already worked out for this one process. A license opens them, and the other 619 processes with them.