Key to the Service Providers user documentation
Service Providers - data setup is intended for application managers and explains how to configure the data that is specific to the Service Providers solution. It explains how to set up:
• your Internal organization data, such as a service catalog with available service agreement services and data related to materials, teams, personnel, skills, hourly rates and operational workflows.
• your Customer management data, such as customer contracts and related items such as customer assets, service locations, service agreements and service terms.
 | The configuration of Planon data that is non-specifc to Service Providers is not covered in this documentation. Examples of this generic back-office data: Personnel, Accounts, Skills, Company calendars, Hourly rates, Teams, Assets, Planned Maintenance. |
 | For more information on setting up generic back-office data or making system settings and user settings, see: • Supporting data • Assets • Personnel • System Settings • Authorization • Planned Maintenance |
The configuration of additional solutions used within the Service Providers remit, such as Resource planning and the AppSuite - Field services app is explained in their respective configuration documents.
| | For more information on the Planon AppSuite and Resource Plannner, see: • Planon AppSuite Field Services - Configuration Guide • Resource Planner Configurations |
End users of the Service Providers solution, such as back-office operatives and fields workers can find useful information in:
| | • Service Providers - Back-office operations • Resource Planner • Planon AppSuite - Field Services |