Service Modules > Proactive Maintenance > Field Change Order > Field Change Order for End Users > FCO Console and Creation Wizard > Creating a FCO Header Record in 24.1
 
Creating a FCO Header Record in 24.1
To create an FCO Header record from the FCO Console Landing Page, launch the FCO Creation Wizard. While creating a new FCO Header record you must capture the basic details of the Field Change Order, such as FCO Name, FCO specific dates, FCO type, FCO status, FCO description, and notification settings.
The FCO Creation Wizard's Details Screen offers the following sub-sections:
• Overview Details: This section is used for adding the basic details of the FCO header record details.
• Required Parts: This section is used for adding the required parts to an FCO record. For details on adding required parts, see Defining Required Parts for an FCO.
Overview Details
To create an FCO record with the details such as Name, Specific Dates, Type, Status, and Description, perform the following steps:
1. Navigate to the Field Change Order tab.
2. In the FCO Console Landing Page, click +New Field Change Order located in the upper right corner. A blank FCO record opens in the Field Change Order Wizard with the Overview section displayed by default:
3. In the Overview sub-tab, you must enter the values for the following fields:
Field
Description
Field Change Order Name
Enter a name for the FCO Header record.
* 
This is a mandatory field.
Priority
Indicate the priority of the FCO Header record. The following options are available as OOTB, but they can be configured by an admin user:
• High
• Low
• Medium
Description
Provide a description of the FCO Header record.
Status
Select a status for the FCO Header. The following options are available OOTB, but these values can be configured by an admin:
• Draft
• In Progress
• Canceled
• Completed
* 
• The default status is set to Draft.
• This value is updated to In Progress status when the FCO search is complete.
Start Date
The Start date of the FCO Header record.
* 
The Start Date must be less than or equal to Due Date values.
Due Date
The date when the FCO record is due.
Type
The type of service required for the FCO. The following options are available OOTB, but can be configured by an admin:
• Modification
• Recall
• Service
• Upgrade
Delivery Method
Select the type of delivery method that is the default for the FCO. The following options are available:
• No Delivery
• Case
• Work Order
• RMA/Shipment
• IB Notification
• Opportunity
* 
• The default option for this field while creating a new FCO Header is Work Order.
• When generating FCO lines (either by a batch process or through manual entry on the Manage Result Lines Screen), the delivery method on each FCO Line is set from the delivery method value on the header record which can later be updated by the end user.
Template
Select an FCO Configuration template from the drop-down list.
* 
• This is a mandatory field.
• Only the active FCO Templates associated with the logged-in user's ServiceMax profile are displayed.
• You cannot update this field after the FCO console record has been saved.
Decision Date
This is an optional date for indicating the date when a decision is made for the FCO.
4. Click Next: Define Search to save the FCO Header record.
* 
If your organization has added custom fields to the Field Change Order Object, you will not be able to access those custom fields until you click Next: Define Search to save and create your FCO Record. After saving, navigate back to the FCO Detail Screen, and an option Custom Field displays to provide access to any custom fields added to the object.
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