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转型,赢在未来

Indonesia FSM Training


AGENDA

l Service Order Types


l FSM System Overview
Ø System Requirements
Ø System Login
l FSM Step By Step Example
Ø Breakdown
Ø General Installation
l FSM FAQ
SERVICE ORDER TYPE

Order SubOrder Order Sub Order


Order Type SubOrder Type Order Type SubOrder Type
Code Code Code Code
0101 Breakdown 0601 M-Spark Care(MIS)
0102 Demo & Loaner Check 0602 A+ Care
01 General Repair
0103 Unit Exchange 0603 B+ Care
06 Value Added Service
0104 Field Fault Correction 0604 C+ Care
0201 Re-configuration 0605 Mindray Standardized Lab
02 Upgrade Service
0202 Upgrade 0606 Advanced Training
0301 Sale Support 0701 Site Survey
0302 Channel Support 0702 Site Check and Accept
0303 Internal Support 0703 Auxilirar Installation
03 Business Support
0304 Training 07 Installation Service 0704 Equipment Check and Accept
0305 Travel Meeting 0705 General Installation
0307 Admin 0706 Upgrade Installation
0401 Channel Visit 0707 Reinstallation
0402 Service Review 0801 Preventive Maintenance
Service Channel
04 0403 Service Assessment 0802 Calibration
Management
0404 Service Promotion 08 Planned Service 0803 Customer Visit
0405 Service Checking 0804 KA visit
0501 Performance Verification 0805 Safety Inspection
0502 Installation Training 10 Quality Rise / /
0503 New Parameter Application
0504 Case Handling
05 Clinical Service 0505 Application Visiting
0506 Academic Support
0507 Enhanced Training
0508 Run-in Period Following-up
0509 Hospital Promotion
ID FSM Order workflow(1)
workflow
工单大类编号 工单大类Order 工单子类编号
工单子类 sub-order type Disagree To Customer Service Task
Order Type No. Type Sub-order Type No. Accepted Agree To Change No Appointment Service Break
Change Appointment Implementation Complete
0101 维修Breakdown Default √
Record Model Task
维修服务 0102 样机检查Demo & Loaner Check Default Model Receive Service Break Model Return
01 Requirement Inspection Complete
General Repair 0103 换机Unit Exchange Default √ √
0104 主动ECN Field Fault Correction Default √ √ √ √ √ √ √
升级服务 0201 重工改配Re-configuration Default √ √ √ √ √
02 Upgrade
0202 升级Upgrade Default √ √ √ √ √
Service
0301 销售支持Sale Support Default √
业务支持 0302 渠道支持Channel Support Default √
03 Busniess 0303 内部支持Internal Support Default √
Support 0304 培训Training Default √
0305 差旅会议Travel meeting Default √
渠道拜访
0401 Default √ √ √ √ √
Channel Visit
渠道管理 0402 服务回顾Service Review Default √ √ √ √ √
Service 0403 渠道评审Service Assessment Default √ √ √ √ √
04
Channel 渠道推广
Management 0404 Default √ √ √ √ √
Service Promotion
现场巡检
0405 Default √ √ √ √ √
Service Checking
0501 性能验证Performance Verification Default √ √ √ √ √
0502 装机培训Installation Training Default √ √ √ √ √
0503 上试剂New Parameter Application Default √ √ √ √ √
临床服务 0504 问题处理Case Handling Default √ √ √ √ √
05 Clinical 0505 应用走访Application Visiting Default √ √ √ √ √
Service 0506 学术支持Academic Support Default √ √ √ √ √
0507 强化培训Enhanced Training Default √ √ √ √ √
0508 磨合期跟机Run-in Period Following-up Default √ √ √ √ √
0509 院内推广Hospital Promotion Default √ √ √ √ √
-4- 秘密等级 内部公开
ID FSM Order workflow(2)

工单大类编 workflow
工单大类 工单子类编号
号 Order 工单子类 sub-order type Agree To Disagree To No Customer Service Service Task
Order Type Sub-order Type No. Accepted
Type No. Change Change Appointment Appointment Implementation Break Complete
0601 M-Spark Care Default √ √ √ √ √
0602 A+ Care Default √ √ √ √ √
增值服务 0603 B+ Care Default √ √ √ √ √
06 value added
service
0604 C+ Care Default √ √ √ √ √
迈瑞标准化实验室Mindray
0605
Standardized Lab
Default √ √ √ √ √
0606 高阶培训Advanced Training Default √ √ √ √ √
0701 场地勘察Site Survey Default √ √ √ √ √
0702 场地验收Site Check and Accept Default √ √ √ √ √
0703 辅助安装Auxiliary Installation Default √ √ √ √ √
安装服务
设备验收Equipment Check and
07 Installation 0704
Accept
Default √ √ √ √ √
Service
0705 普通安装General Installation Default √
0706 升级安装Upgrade Installation Default √ √ √ √ √
0707 移机Reinstallation Default √ √ √ √ √
0801 主动维护Preventive Maintenance Default √
计划服务 0802 校准服务Calibration Default √ √ √ √ √
08 Planned 0803 Customer Visit Default √ √ √ √ √
Service
0804 KA visit Default √ √ √ √ √
0805 安全巡检Safety Inspection Default √ √ √ √ √
-5- 秘密等级 内部公开
AGENDA

l Service Order Type


l FSM System Overview
Ø System Requirements
Ø System Login
l FSM Step By Step Example
Ø Breakdown
Ø General Installation
l FSM FAQ
FSM SYSTEM REQUIREMENTS

System Hardware requirements Operating system requirements


Android Free storage 8G; Memory 3G Android 5 or higher
iOS Free storage 4G; Memory 3G iOS 14 or higher

Windows 10 version 1930 (build 18362) or higher


Windows Free storage 4G; Memory 3G
.Net 5.0

* For Windows users, ensure that the .Net 5.0 framework installed successfully, and then reboot your PC
before install FSM windows package
AGENDA

l Service Order Type


l FSM System Overview
Ø System Requirements
Ø System Login
l FSM Step By Step Example
Ø Breakdown
Ø General Installation
l FSM FAQ
FSM WINDOWS OVERVIEW

§ Download FSM Windows App

• Windows APP:

Via Microsoft Store, search “SAP Field Service


Management” and download

* No Macos version
FSM WINDOWS LOGIN

Mindray_P1

S200345
FSM WINDOWS OVERVIEW
FSM WINDOWS OVERVIEW
Open activity menu

Open activity
function
FSM MOBILE OVERVIEW

§ Download FSM Mobile App

• IOS:Via APP STORE, search “SAP Field Service


Management” and download

• ANDROID:Via Google Play, search “SAP Field


Service Management” and download
FSM MOBILE OVERVIEW

§ Account: § Username:
Mindray_P1 (Test only) Channel users: S+ID(e.g. S200345)

Enter Account &User name & Password Choose Company Sync Data
FSM MOBILE OVERVIEW

§ FSM Mobile APP


Change for “Timeline View” Apply Filter Open activity menu
or “Compact View”

Sync

Click to
4 shortcuts in homepage
Menu (in Setting-Favorites)

Long press the screen


can quickly enter edit
mode

Assigned
activities

FSM Mobile Homepage Menu Activities List Service Activity


AGENDA

l Service Order Types


l FSM System Overview
Ø System Requirements
Ø System Login
l FSM Step By Step Example
Ø Breakdown
Ø General Installation
l FSM FAQ
BREAKDOWN
1. Activity Creation (CS)→ 2. Activity Preparation → 3. Activity Update → 4.Task Complete→ 5.Order Complete→ 6.
Customer Satisfaction Survey

Create Activity Create Activity Create Activity

Open navigation, choose Search and choose customer, Search and choose
Fill in master data equipment, click save
Online Activity click save
BREAKDOWN
1. Activity Creation (CS)→ 2. Activity Preparation → 3. Activity Update → 4.Task Complete→ 5.Order Complete→ 6.
Customer Satisfaction Survey

Create Activity Create Activity Create Activity Create Activity

Search and choose contact, Fill in new Contact details Save new Contact, new Fill in Order Type, Sub Type and
click save or Add new Contact Contact show in list other fields, click Save
BREAKDOWN
1. Activity Creation (CS)→ 2. Activity Preparation → 3. Activity Update → 4.Task Complete→ 5.Order Complete→ 6.
Customer Satisfaction Survey
* If your order cannot be seen in
Create Activity
this page after synchronization,
you may need go to check it in
Activities- List

Order created. Back to home screen


Sync data and see Activity
or Activity tab to check the order
BREAKDOWN
1. Activity Creation→ 2. Activity Preparation → 3. Activity Update → 4.Task Complete→ 5.Order Complete→ 6.
Customer Satisfaction Survey

If you need apply for parts to finish some order, just contact your Mindray
Engineer, he or she will know what to do

• The Service Coordinator will receive the parts application and dispatch parts
after receiving the application.

• For some orders, parts application needs to be approved by NSM.


BREAKDOWN
1. Activity Creation→ 2. Activity Preparation (Need Approval)→ 3. Activity Update → 4.Task Complete→ 5.Order
Complete→ 6. Customer Satisfaction Survey

1. For activities which needs NSM’s approval, dealer engineers can


check the approval status via the field [Activity Status]. Contact the
NSM if you have any problem on approval issues.
2. After being approved, the service coordinator will receive the parts
application and dispatch goods
BREAKDOWN
1. Activity Creation→ 2. Activity Preparation → 3. Activity Update → 4.Task Complete→ 5.Order Complete→ 6.
Customer Satisfaction Survey

Open menu and click “Attachment”

Open Menu Upload attachment Choose attachment source


and upload
BREAKDOWN
1. Activity Creation→ 2. Activity Preparation → 3. Activity Update → 4.Task Complete→ 5.Order Complete→ 6.
Customer Satisfaction Survey

Open Menu If mileage information is need, Maintain and save mileage detail
open menu and select “Mileage”
BREAKDOWN
1. Activity Creation→ 2. Activity Preparation → 3. Activity Update → 4.Task Complete→ 5.Order Complete→ 6.
Customer Satisfaction Survey

Remember, you should


change working time firstly if
you want adjust start or end
time

Open Menu Click Effort Edit working time and save


BREAKDOWN
1. Activity Creation→ 2. Activity Preparation → 3. Activity Update → 4.Task Complete→ 5.Order Complete→ 6.
Customer Satisfaction Survey

Click to open menu

Check spare parts information Add return item by clicking “Old


Maintain return item details Update required information and submit
materials”
BREAKDOWN
1. Activity Creation→ 2. Activity Preparation → 3. Activity Update → 4.Task Complete→ 5.Order Complete→ 6.
Customer Satisfaction Survey

Click to open menu

Maintain issue information Add issue information Update issue details Confirm issue
BREAKDOWN
1. Activity Creation→ 2. Activity Preparation → 3. Activity Update → 4.Task Complete→ 5.Order Complete→ 6.
Customer Satisfaction Survey

If Quality Escalate Order is needed, just contact your Mindray


Engineer to create QE order
BREAKDOWN
1. Activity Creation→ 2. Activity Preparation → 3. Activity Update → 4.Task Complete→ 5.Order Complete→ 6.
Customer Satisfaction Survey

Click ‘Task Complete’ Confirm Sync and status is Task


Completed
BREAKDOWN
1. Activity Creation→ 2. Activity Preparation → 3. Activity Update → 4.Task Complete→ 5.Order Complete→ 6.
Customer Satisfaction Survey

Click to open menu

Process activity “Order Complete” Program remind still missing Finish operation and Order
operations Complete again
BREAKDOWN
1. Activity Creation→ 2. Activity Preparation → 3. Activity Update → 4.Task Complete→ 5.Order Complete→ 6.
Customer Satisfaction Survey

For different types of order, the system requires some necessary information
to be filled in, otherwise the order cannot be closed and the app will show the
notice as the first picture.
To revise it, you just need go back to the order and complete necessary fields
(sometimes you need enter editing mode to see these fields).
Save fields and then continue to complete the order.
BREAKDOWN
1. Activity Creation→ 2. Activity Preparation → 3. Activity Update → 4.Task Complete→ 5.Order Complete→ 6.
Customer Satisfaction Survey

FSM send out If customer doesn’t fill


Customer received FSM will fetch Answer
Customer Satisfaction and close Survey,
email with Survey Link, Score, calculate and fill
Survey Checklist Survey will be closed
open link and fill in in UDF ACT_Satisfaction
Email to Customer by FSM after a certain
feedback Score
email address period.
AGENDA

l Service Order Type


l FSM System Overview
Ø System Requirements
Ø System Login
l FSM Step By Step Example
Ø Breakdown
Ø General Installation
l FSM FAQ
GENERAL INSTALLATION

1. Activity Creation (CS)→ 2. Activity Preparation → 3. Activity Update → 4.Task Complete→ 5.Order Complete

Create Activity Create Activity Create Activity

Open navigation, choose Choose Customer Choose Contact


Fill in master data
Online Activity
GENERAL INSTALLATION

1. Activity Creation (CS)→ 2. Activity Update → 3.Task Complete→ 4.Order Complete

Create Activity Create Activity

Fill in other fields, click Save GI Order Created Sync data and see Activity
GENERAL INSTALLATION

1. Activity Creation → 2. Activity Update → 3.Task Complete→ 4.Order Complete

Click it add more lines to record more SN, so that


you can generate warranty information in batch.
Remember, only equipment being installed in the
same day allowed to recorded in batch

After installation, scroll down Open the smartform and input Maintain installed data and Serial No., Submit
and find Installation smartform Serial No click “FINISH”
GENERAL INSTALLATION

1. Activity Creation → 2. Activity Update → 3.Task Complete→ 4.Order Complete

Remember, you should


change working time firstly if
you want to adjust start or
end time

Select “Effort” Edit working time and save


Click “+” to upload attachment
GENERAL INSTALLATION

1. Activity Creation → 2. Activity Update → 3.Task Complete→ 4.Order Complete

Select “Mileage” Edit mileage and save


Click “+” to upload attachment
GENERAL INSTALLATION

1. Activity Creation → 2. Activity Update → 3.Task Complete→ 4.Order Complete

Select “Attachment” Choose preferred source GI order need two attachment at


Click “+” to upload attachment
least, one should be named as
PNDT
GENERAL INSTALLATION

1. Activity Creation → 2. Activity Update → 3.Task Complete→ 4.Order Complete

GI order needs two attachment In editing mode, you can create


at least, and one of them should follow-up order by Sub-Process
be named as PNDT Application if needed
GENERAL INSTALLATION

1. Activity Creation → 2. Activity Update → 3.Task Complete→ 4.Order Complete

Click ‘Task Complete’ Confirm Sync and status is Task


Completed
GENERAL INSTALLATION

1. Activity Creation → 2. Activity Update → 3.Task Complete→ 4.Order Complete

After Task Complete, process activity Program remind still missing Finish operation and Order
“Order Complete” operations Complete again
CHECKLIST APPENDIX

Order Type SubOrder Type Parent Product Line Product Line Checklist Name
0401-Channel Visit All / SG4070.010_Channel_Visit
0402-Service Review All / SG4070.020_Service_Review
04-Service Channel 0403-Service Assessment IVD / SG4070.030_Channel_Review_IVD
Management 0404-Service Promotion PMLS、MIS / SG4070.030_Channel_Review_PMLS_MIS
IVD / SG4070.050_Inspection_IVD
0405-Service Checking
PMLS、MIS / SG4070.050_Inspection_PMLS_MIS
/ 31-Urine Analyser SG4080.020_Urine_Training
/ 32-Blood Coagulation SG4080.020_Coagulation_Training
0502-Installation Training / 40-Biochemistry SG4080.020_Biochemistry_BS_Training
/ 40-Biochemistry SG4080.020_Chemiluminenscence_CL_Training
/ 30-Hematology SG4080.020_Hematology_BC_Training
05-Clinical Service 0504-Case Handling / / SG4080.040_TroubleShooting
/ 40-Biochemistry SG4080.050_Proactive_Visit_Biochemistry
/ 40-Biochemistry SG4080.050_Proactive_Visit_Chemiluminescence
0505-Application Visiting
/ 30-Hematology SG4080.050_Proactive_Visit_Hematology
/ / SG4080.050_Proactive_Visit_VIP_Customer
0509-Hospital Promotion / / SG4080.100_Teaching_Content
0705-General Installation / / SG4100.050_Installation_Warranty
07-Installation Service
0706-Upgrade Installation / / SG4100.060_SBOM_Upgrade
/ 20-Anaesthesia SG4110.010_PM_AnaesthesiaMachine
/ 20-Anaesthesia SG4110.010_PM_BreathingMachine
/ 10-Patient Monitor SG4110.010_PM_PatientMonitor
/ 16-Infusion Pump SG4110.010_PM_InfusionPump
0801-Preventive Maintenance
08-Planned Service / 50-Ultrasound、60-X-Rays、61-MRI SG4110.010_PM_MIS
/ 40-Biochemistry SG4110.010_PM_IVD_CL_Series
/ 30-Hematology SG4110.010_PM_IVD_BC_Series
/ 40-Biochemistry SG4110.010_PM_IVD_BS_Series
0804-KA visit / / SG4110.032_KA_Visit
01-General Repair 0101-Breakdown / / SG4040_Breakdown_Satisfication
08-Planned Service 0801-Preventive Maintenance / / SG4110_PreventiveMaintenance_Satisfication
07-Installation Service 0705-General Installation / / SG4100_Installation_Satisfication
10-Quality Rise / / / SG3010.040_Quality_Rise
/ / / / Customer Booking
AGENDA

l Service Order Type


l FSM System Overview
Ø System Requirements
Ø System Login
l FSM Step By Step Example
Ø Breakdown
Ø General Installation
l FSM FAQ
FSM FAQ

Q1: How to deal with sync errors

You may encounter errors like this when sync


data in Windows or mobile app. to eliminate this
error, you need delete local data and sync again
FSM FAQ

Q2: How to delete local data on iOS / Android device

Open menu and Click “Edit” Choose company Confirm delete


choose “Change Company”
FSM FAQ

Q2: How to delete local data on Windows device

Mindray_p1

Mindray_p1

Open personal profile and click Logout Enter user name and password to login
FSM FAQ

Q2: How to delete local data on Windows device

Click “Delete local data” Choose company and click “Delete local data”
FSM FAQ

Q3: Why orders cannot be seen in the System

1. Sync the data before checking the order 3


2. Check orders in [Activities-list] instead of Home-screen

3. Check if you have filters for the order list


FSM FAQ

Q4: Why the order cannot be saved ?

• You cannot click the [Save] button if there exists any compulsory
field which is not filled in. just check and finish all fields with red
asterisk.
FSM FAQ

Q5: Why the System lag or unresponsive when synchronization in progress?

• System will automatically synchronize when you click button for


next step or submit checklist. If you continue taking any actions
during synchronization, system may lag or no response, please
wait until the synchronization is completed.

• When the synchronization button is prompted by red dot, it


means that local data is not synchronized, please synchronize in
time to avoid validation error.
FSM FAQ

Q6: How to deal with validation errors

• FSM Mobile is an offline application, local modified data only


exists temporarily in the local database, validation is needed to
check whether data success upload to cloud database .

• If validation error occur, please click the trash bin icon to delete
wrong data firstly and then sync again.
FSM FAQ

Q7: Why the order cannot be completed ?

• When click [Task Complete] in the menu, the system will check
necessary information in the order and will show the page with all
information needed, please fill in all fields.
FSM FAQ

Q8: How to change language (iOS)

Open “Settings” Find settings for “Field Service” Choose language Select your preferred language
FSM FAQ

Q9: How to change language (Android)

Setting->System, select language Open language and region Select language


FSM FAQ

Q10: How to change language (Windows)

Open personal profile and choose Language


FSM FAQ

Q11: How to deal with sync conflict

Click the trash bin icon to delete the error massage and them sync again
FSM FAQ

Q12: Tips for create activities

The equipment in FSM is compulsorily connected to the


customer it belongs to, and this is why you cannot find
equipment SN after input customer. In this case, contact your
Mindray engineer for help.
转型,赢在未来

Thank you!

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