Go for Administrators
This section is intended for ServiceMax Administrators, Implementation Consultants of ServiceMax, and Implementation Partners of ServiceMax. As an administrator, you can configure and manage the following capabilities in the Go app.
◦ Assign Read/Edit permissions to objects and fields for technicians.
◦ Ensure API Enabled is checked for technician profiles.
◦ Configure Permission Sets for specific features like Timesheets, Checklists, and Inventory.
◦ Set up Connected App for Mobile Console access.
◦ Configure Global Settings (e.g., minimum app version, sync settings).
◦ Manage Group Settings for specific user profiles.
◦ Define Download Criteria for data synchronization.
◦ Configure Sync Gateway settings for data consistency.
◦ Manage Sync Conflict Resolution and Data Purge options.
◦ Enable and configure Calendar, Checklists, Output Documents, and Custom Actions.
◦ Set up Location Tracking and Service Flow Automation (SFA) for notifications.
◦ Configure Zinc Integration for communication.
◦ Create and activate custom settings for features like Event Color Coding, Appointment View, and Real-Time Data Validation.
◦ Manage Sync on Save and Sync on Submit settings per SFM.
◦ Configure Output Document Templates and enable Salesforce Files for document storage.
◦ Customize Output Document Naming Conventions and Page Margins.
◦ Enable Checklists and configure Section Visibility, Entry/Exit Criteria, and Default Answers.
◦ Set up Sync on Submit for checklist submissions.
◦ Configure Email Custom Actions for sending emails with attachments from Work Orders.
◦ Ensure Email Address Verification for technicians.
◦ Configure Deep Links for launching specific screens in the Go app.
◦ Set up Mobile Activity Space for custom user experiences.
◦ Monitor app usage and sync activity via Insights in the Mobile Console.
◦ Collect and review Technician Feedback submitted through the app.
◦ Ensure devices meet System Requirements for Android, iOS, and Windows.
◦ Conduct thorough testing for device compatibility and performance.
Reference Topics