Field Services Mobility Instructions 2024

LINK TO NEWEST REVISION IN M-FILES:
FIELD SERVICES MOBILITY INSTRUCTIONS 2024.PDF (DESKTOP, WEB, MOBILE)
1 © Wärtsilä I N TE R N A L 15.3.2024 FSM Instructions 2023 / Oskar Söderlund – Daniele Codan

REVISION HISTORY
Date Author Change Revision
11.6.2020 Oskar M.V. Söderlund Document published A
10.8.2020 Oskar M.V. Söderlund Privacy notices added B
8.2.2021 Oskar M.V. Söderlund Added link to TI material C
12.4.2021 Oskar M.V. Söderlund Added link to GDPR page in chapter 4.3.6 D
19.4.2021 Oskar M.V. Söderlund Updated privacy notices D
9.8.2021 Oskar M.V. Söderlund Updated chapter 3 with the recommendation to not setup fingerprint lock E
Updated chapter 4.3.6 with new link to Data protection compass site
2.8.2022 Oskar M.V. Söderlund Updated chapter 1.1 with news link and Data subjects’ Requests H
Updated chapter 1.1 with link to Personal Data Breach Response Process
Added chapter 4.3.9 Certifications
Added chapter 4.4.9 Deliveries
4.8.2022 Oskar M.V. Söderlund I
Added chapter 4.4.10 Report Running Hours
Updated chapter 4.3.8 My Reports with the local timesheet functionality
Updated all old compass links to new compass
7.10.2022 Oskar M.V. Söderlund Updated chapter 4.3.1 with Tasks (Operations tab)
Added chapter 4.4.11 Tasks (Operations tab)
Updated chapter 4.4.5 with Technical Tasks
21.12.2022 Oskar M.V. Söderlund
Added chapter 4.4.12 Indicate availability during off time
31.3.2023 Daniele Codan Updated chapter 4.3.7 with Idle time entry with reference to main billable order
Updated chapter 4.1 Navigation with expiring certificats info
13.6.2023 Daniele Codan
Updated chapter 4.3.7 Idle time (Submit info)
9.10.2023 Daniele Codan Updated chapter 4.3.5 Documents (individual Document sync)
23.10.2023 Daniele Codan Formatting renewal and general content revision
Updated chapter 4.3.7 Idle time (Submit info)
21.11.2023 Daniele Codan
Added chapter 4.3.0 Notifications
09.03.2024 Daniele Codan Updated chapter 4.4.4 Job Safety Analysis (JSA)

TABLE OF CONTENTS
1. Privacy notice
2. Authorizations & Installation
3. Logging in
4. Application
4.1 Navigation
4.2 Synchronization logic
4.3 Functionality
4.3.0 Notifications
4.3.1 Service Order
4.3.2 Chat
4.3.3 Site
4.3.4 Spare parts
4.3.5 Documents
4.3.6 Safety (merged with chapter 4.4.4)
4.3.7 Idle Time
4.3.8 My Reports
4.3.9 Certifications
4.4 Advanced Functionality
4.4.1 Time Registration
4.4.2 New Sales Potential (NSP)
4.4.3 Customer Experience Management (CEM)
4.4.4 Job Safety Analysis (JSA)
4.4.5 Technical Tasks
4.4.6 Smart WSG download (Commissioning)
4.4.7 Sub Orders
4.4.8 Remove order from FSM
4.4.9 Deliveries
4.4.10 Report Running Hours
4.4.11 Tasks (Operations tab)
4.4.12 Indicate Availability During Off Time
5. FSM Settings
5.1 Resource specific settings in SWF
5.2 Resource settings in PA30
5.3 Idle Orders (ZS06)
6. Time integration
6.1 Work Hours and Work Hour Activities
6.2 Integration errors
6.3 Time Approval

1. PRIVACY NOTICE
Wärtsilä's Employees Privacy Notice.pdf (Desktop, Web, Mobile)

Wärtsilä's External Resources Privacy Notice.pdf (Desktop, Web, Mobile)
Purpose of processing personal data with FS Mobility application includes organising of the work, working hour monitoring and
monitoring and improving of employment safety including accident management and protecting vital interests of employees.
Personal data which are processed: name, email, accdom, SAP HR ID, working hours and Incident injury information.
The data is processed by team leaders and coordinators, health and safety personnel to perform their work-related duties
For more information about processing your personal data and your rights, please read Privacy Notice on Compass
Data Subjects’ Requests

NOTE! All received Data Subjects' Personal Data requests MUST always be submitted to dataprotection@wartsila.com for further
actions. More information on Data Subjects' Requests on Compass
Personal Data Breach Response Process

Potential or suspected personal data breach? More information on Personal Data Breach Response Process on Compass
Personal Data Breach Call list and substitutes

Daniele Codan – FSM Product Owner
Kalle Paavola – FSM Solution Manager
Jenni Kallio – IM Field Services Solutions

2. AUTHORIZATIONS & INSTALLATION
To access FS Mobility, following steps are needed:
1) Request FS mobility access from IM Service Portal: click here for the link.
• if selecting a new user, the profile should be “FSM Engineer”
• If selecting an existing user, then the permission set is “FSMobility App”
2) Install Intune Company Portal on your mobile device. Follow these

instructions to enroll your device: click here
Intune Company Portal is Wärtsilä’s app store equivalent and will allow you to
Install FS Mobility on your device. FS Mobility can be installed on Android devices only.
3) FS Mobility should download automatically to your device after Intune

enrollment is completed. If automatic download is not happening, then
it might be that you are not included in AD Group FIG0998. To create a NOTE: FS Mobility access is composed
of following items:
request to be included into that AD group: click here
❑ Force.com – app subscription
Meanwhile, you can install FSM via Intune manually (please see next page). license in Salesforce
❑ Resource in SWF/Planning Board
❑ User linked to Resource in SWF

2. AUTHORIZATIONS & INSTALLATION
FS Mobility can always be downloaded manually from Intune by anyone in Wärtsilä. It’s however
recommended to be included in AD Group FIG0998 to receive automatic updates whenever a new
version of FS Mobility is released.
1 In Intune, click “view all”
Click to download and install

2 FS Mobility

3. LOGGING IN
When the app is opened for the first time, user is asked to login with their Wärtsilä credentials.
The first thing to do is to check that correct server is used to login to. Correct server in FS Mobility is:
https://wartsila.my.salesforce.com, if it’s not active then choose it from available connection list.
Multi-Factor-Authentication If you are logging in

In this case the incorrect server is (MFA) is needed to access. To for the first time the
active and needs to be changed. setup MFA: click here app will ask you to
Press the 3 dots and then “change create a passcode of 4
server” and select digits.
https://wartsila.my.salesforce.com

4. APPLICATION
4.1 NAVIGATION
Logged in user List of idle time orders Back to landing page
Your reported time for List of idle time orders

Application the last 30 days
Version
Your reported time for
Standard sync uploads the last 30 days
and downloads all
Icon shows if changes except work
hours and documents Shortcut to different
JSA is not
sections inside the
completed
service order
Time sync uploads and
Side menu downloads all time
related records such as Actualize documents
access
work hours or for this SO downloads
timesheets all the metadata for the
current service order
Icon shows if that you are inside of.
List of some certificate Actualize documents (This is recommended
Service related to service downloads all document since its faster than
Orders order is metadata for all the Actualize documents)
expiring. service orders in your
Clicking the service order list (can be
icon will show very slow if there are a Remove old order from
you the related lot of orders) your service order list
expiring
certificate. Log out from the Log out from the
application application
Landing Page Side menu from landing page Side menu from service order
4. APPLICATION
4.2 SYNCHRONIZATION LOGIC
The number represents how FS Mobility is always offline except when Standard
many unsubmitted idle time
records you have sync, Time sync or Actualize documents is
performed.
The number represents how
many not synced changes user The user is in control of whenever the data should
has (e.g. chats, new sales
potentials or CEM) be uploaded or downloaded in the app.
The number represents how

It’s recommended to sync as frequently as possible
many not yet synchronized to save the progress online instead of storing it
work hours user has that are
and only saved locally on your locally on the app. This also ensures that the most
device so far recent data is available in the app.

4. APPLICATION If there are some valid There are two notification types:
4.3 FUNCTIONALITY notification available, the
4.3.0 NOTIFICATIONS total amount of notifications NEWS → used to share relevant information from the Company
is showed in the red circle of (e.g. available Surveys, events, etc…)
the ringing bell icon.
Clicking on the icon will RELEASE NOTES → to explain what’s new about new FSM versions
send to the Notification and to get the link to the latest FSM instructions documentations
menu (.pdf file to download)
Click the down arrow to expand the content of each element
NOTE:
at present, the total number of
available notifications remains
static and is contingent upon
the notifications currently
present in the system. This
quantity does not decrease as
users view the notifications.

4. APPLICATION
4.3 FUNCTIONALITY
4.3.1 SERVICE ORDER
Shows all tasks connected

to the order via the work
scope in ServiceWorkForce
These alerts are shown if Read more about Tasks
there are On the Job (operations tab) in chapter
Training possibilities and/or 4.4.11
any expiring Certificates
related to the order. Click on
the icons to be redirected Working Hours tab, read
for further details more about Hour reporting
on chapter 4.4.1
Order details
Start and end date of whole

service job
Contact person from

customer side with details
Number that should be used in

Concur when creating the expense
report. Press the question mark for
help.
Customer survey status, if survey

is not sent then there is a button to
create a survey for the customer
Details tab Operations tab (Tasks) Working Hours tab
4. APPLICATION
4.3 FUNCTIONALITY
4.3.2 CHAT
Press Post Feed to create a

chat message
Press Comment to answer

another chat message
Use camera or attachment

icon to attach picture or file
from your device to the
message you are creating
Answers can contain text

only
The chat is visible on the service order in SWF. Anyone can

follow the order in SWF to get chat updates to their inbox.
Following the order in SWF will also get you all the time
sheets in email.

4. APPLICATION
4.3 FUNCTIONALITY
4.3.3 SITE
New Sales Proposal Technical Information Site info

List of all equipment on the Here are open questions
installation. Choose the about the installation or
correct equipment where equipment listed. Usually TI
you have found a new sales team creates these questions
potential. Or, if it’s general hoping that someone goes
to the installation, choose to site and can provide the
the installation on top. Learn needed info while at site. A
more about New Sales typical question might be
potentials on chapter 4.4.2. “What is the serial number of
equipment X?” More info on
Chapter 4.4.5
From site info you can see

some general information
about the Installation.
Also clickable hyperlink that
takes you to the vessel on
Marine Traffic.

4. APPLICATION
4.3 FUNCTIONALITY
4.3.4 SPARE PARTS
Spare parts tab shows all

the spare part orders to
current installation for the
last 3 months
Clicking on one of the rows
will reveal the materials
and quantity in that spare
part order
The orders are downloaded from the Sales Orders section under the installation in Salesforce.

4. APPLICATION
4.3 FUNCTIONALITY
4.3.5 DOCUMENTS
Documents section consist of Some tabs have extra filters

following tabs: SWR, on document type
Bulletins, Manuals, Spare
part catalogue, QEHS
documents Documents can be
Actualized for other
To speed up equipment as well
synchronization, you can
download documents
individually for each All available document types
respective tab can be chosen when opening
the filter.
Search on document name

in the active tab
Click on slider to download

the document

4. APPLICATION
4.3 FUNCTIONALITY
4.3.7 IDLE TIME
From the side menu navigate A list of all applicable Idle

to Idle times orders is visible here. Do a
sync to refresh the list
This icon indicates that you

have unsubmitted times.
You need to submit your idle
times before you can sync
them to Salesforce
When inside the side menu

at the Idle Time page you
have the option to setup
your full working day for
faster reporting of vacation
or leave when reporting
multiple full days at once.
Side menu Idle Time page Idle Time side menu

SPECIFIC FUNCTIONALITY AVAILABLE FOR WAITING FOR JOB IDLE TIME ONLY
If the “WAITING FOR JOB” If the “WAITING FOR JOB” idle time is
4. APPLICATION idle time is not related to related to Customer’s rescheduling, then
select the Service Order from the
4.3 FUNCTIONALITY Customer’s rescheduling,
dropdown list, then insert the idle time
then just insert the idle
4.3.7 IDLE TIME time and save. (Comment and save. Comment is not available: the Remember to submit all
- prior to saving - is comment field in work hour report will be reported hours and then
available) automatically filled with the billable order time sync FSM
of reference.
Idle Time submit page

Idle Time page
17 © Wärtsilä I N TE R N A L 15.3.2024
4. APPLICATION
4.3 FUNCTIONALITY
4.3.8 MY REPORTS
My Reports shows a list your Press on the local timesheet

created work hours for the that you want to view
last 30 days
Local timesheets can also be The local timesheet will open

found from my reports in external pdf reader on
section by pressing the ‘Local your device
Timesheets’ tab
Local timesheets are meant If you wish to delete the local

for situations when customer time sheet from your device,
requires a copy of the signed then press the trash can icon
timesheet at site, and you
don't have any internet
connection to sync the real
timesheet. The local
timesheet can be saved
locally on the device and
then transferred to a pc with
connected printer at site. The
local timesheet is not a
substitute for the real
timesheet that is generated
once sync is happening.

4. APPLICATION
4.3 FUNCTIONALITY Link to more detailed instructions:
4.3.9 CERTIFICATIONS WeLearn course for Field Services employees, who are
working with FS PSM (Professional Skills Management).
Certifications show a list of The list contains all

your assigned Certifications certificates that are
in Salesforce. ‘Acquired’ please note that
certificates are fetched from
Salesforce and not from
WeLearn which can cause
discrepancy.
If you are missing certificates

or some certificates are
incorrect then reach out to
your line manager to get
clarification.

4. APPLICATION
4.4 ADVANCED FUNCTIONALITY
4.4.1 TIME REGISTRATION
Press “+” sign to enter one Select activity type or work

new time record code. Activity type selection
is only available on orders
without Billing Rule. When
Choose date of the time order has Billing Rule the
record from the calendar activity type will be
calculated automatically-
Multiple time records can Insert start and end time.

be created for a range of Remember that lunch break
dates if “Period (From-To)” is is not deducted
selected automatically.
Select yourself and/or other Provide comment if

resources from the list to needed that will be visible
create the records for. on the time sheet
Depending on settings you
can only report time for
Times that have not been
yourself or you can report
customer approved yet show
for everyone on same order.
here
The last time records that Press customer approval to

you have created are shown start the summary and
in a list down here. approval

4. APPLICATION
4.4.1 TIME REGISTRATION Time sheet preview is shown
to the customer before the
signature.
If customer notices
something that needs
Enter the name of the change. Then press back to
customer and the company edit the times.
name. This is the person that
is signing the time sheet.
Press digital signature if
customer is willing to sign
Enter the customer email so Customer signs with finger.

that the customer can Press clear if customer wants
receive the signed time to correct his signature.
sheet.
If a customer needs a copy

of the signed timesheet
Insert general remarks
on-site without internet
about what you did during
access for real-time
the service job.
synchronization, you can
save a local timesheet on
the device and later transfer
If customer survey (CEM) it to a PC with a connected
has not yet been sent. Then printer at the site. The local
you can send it at same time timesheet does not replace
from this checkbox. the real timesheet generated
during synchronization
Press summary to go to next Press sign and submit once

step. done.

4. APPLICATION
All employees that are on
the time sheet will be listed
here
Time sheet is sent to following

recipients:
- Coordinator
- Customer
- FSM user
- Admin (If added on resource)
Time sheet is also saved on the

order in Salesforce.
The actual time and time

zone of the device is
captured when customer is
signing. Not the time when
sync happens.

4. APPLICATION
Press edit if you want to Select all rows for mass edit
change any of your time or mass delete.
Deselect all records you

Press Delete if you want to have selected for edit or
remove a time record deletion.
completely
Press Delete or Edit after

A single record can also be you have selected the
edited by pressing that records you want to delete
specific row or edit
In this case we had to press a

Here we can see that we are singe record to delete it
unable to select the records manually
that we want to delete. The
reason is because we have
already synced them to
Salesforce. Deletion must be Manual deletion is setting
done manually in this case start and end time to 00:00
by pressing the row. and then saving.

4. APPLICATION Link to more detailed instructions:
Field Service Leads Compass Page
4.4.2 NEW SALES POTENTIAL (NSP)
To report a new sales

potential start with finding
the equipment to which the
NSP is connected to.
Include following things in

the comments:
• Equipment (name and ID)
and short description of
NSP
• Reason for NSP and the
benefit for the customer
• Work activity and part
numbers that are required
• Customer comments such
as their insight on the
NSP
Include a picture if possible

The NSP is sent to the
coordinator for pre screening
You can see other reported before it’s passed onto the
NSPs on the same sales process. You will
installation and the status of receive emails about the
that NSP progress

FS Mobility Customer Survey Instructions (Desktop, Web, Mobile)
4.4 ADVANCED FUNCTIONALITY FS Customer Feedback Info Package (Desktop, Web, Mobile)
4.4.3 CUSTOMER EXPERIENCE MANAGEMENT CEM CRM surveys user manual (Desktop, Web, Mobile)
If a customer survey has not Press send survey to save

yet been sent then the status the survey locally and do a
will be “survey not sent” standard sync to send it to
Salesforce
Press Send Survey to start The button now has

creating a survey for the disappeared and the survey
customer status indicates in what stage
the customer survey is in.
Customer email needs to be If two mobility users have

provided. Emails ending with created the survey for the
@wartsila.com can not be same customer, then the
sent. survey that is synced first will
be created. The later one will
Choose when to send the be discarded
survey. Send survey
immediately will send the The system makes sure that
survey the next day after you no customer will get to many
synced. Send survey after surveys in a short time.
work order completion will
schedule the survey to be Remember that the survey
sent once the work is can be sent from the
completed according to customer approval of work
basic finish date. hours as well

4. APPLICATION
4.4 ADVANCED FUNCTIONALITY SITE SAFETY ASSESSMENT
4.4.4 JOB SAFETY ANALYSIS (JSA)
CLICK ON DOWN
1 ARROW TO EXPAND 2 3
EACH ITEM AND CHECK
ITS CONTENT
• Review Site safety content with the team and mark SELECT THE TICK IF
«NA» if some activity is not relevant THE CONDITION
• Get details of each activity by expanding it RELATED TO THAT
• Mark each activity with the «Adequate» icon, if the ITEM IS CONSIDERED
actual situation on the field is acceptable/complaint ADEQUATE
with safety requirements
• If any activity is not acceptable, then mark it with
the «NOT Adquate» icon: FSM will show a popup
asking for incident creation due to unsafe SELECT «NA» IF THE
condition. Here, explain the mitigation actions ITEM IS NOT RELEVANT
done to restore the situation to safety. After FOR THE SAFETY
incident creation, the activity icon will be marked as ASSESSMENT,
«Adequate» CONSIDERING REAL ON-
• Only after the complete assessment of the Site FIELD SITUATION
Safety, the Work Safety part will be visible.
• It’s always possible to re-assess the Site Safety, IF THE CONDITION
even after completion, accordingly with real on- RELATED TO ANY
field situation ITEM IS CONSIDERED
• Remember that a standard sync is always required NOT ADEQUATE,
to send the updates to Salesforce SELECT THE «X» ICON
FOR NOT ADEQUATE ITEMS,. FSM WILL AUTOMATICALLY REQUIRE THE CREATION OF AN
UNSAFE CONDITION INCIDENT. SELECT THE PERTINENT OPTIONS AND RECORD THE
MITIGATION ACTIONS DONE TO RESTORE THE SITUATION TO SAFETY AND CLICK ON
«REPORT THE INCIDENT» BUTTON. THE ICON STATUS FOR THE ITEM WILL THEN SWITCH
TO «ADEQUATE» AND A NOTE ABOUT THE CREATED INCIDENT WILL BE VISIBLE.
© Wärtsilä I N TE R N A L
4. APPLICATION
4.4 ADVANCED FUNCTIONALITY WORK SAFETY ASSESSMENT
SELECT «NA» IF THE ITEM IS NOT RELEVANT SELECT «NA» IF THE ITEM IS NOT
FOR THE SAFETY ASSESSMENT, RELEVANT FOR THE SAFETY
CONSIDERING REAL ON-FIELD SITUATION ASSESSMENT, CONSIDERING REAL
ON-FIELD SITUATION
• After Site Safety Assessment, the 1 2 3a 3b
work safety part will be visible by
selecting the relevant tab in FSM
or by selecting the button on
the bottom of the Site Safety
part
• In the first step of the work
safety, the available work
packages are showed
• By editing each work package, is
possible to access and review
the content
• After reviewing, if all conditions ...scroll
are adequate it’s finally possible down...
to submit it
• It’s important to notice that the
JSA will be approved in
Salesforce (after sync) if
following conditions are
mathing:
• Site Safety is completed
• At least 1 work package
is submitted
• If any condition are not

adequate, it’s possible recording
it with an incident as unsafe STEP1: SELECT «EDIT» TO CHECK A STEP2: CHECK THE PACKAGE’S STEP3(a): CHECK THE DASHBOARD STEP3(b): SCROLL DOWN TO FLAG
condition and reporting the WORK SAFETY PACKAGE. THERE IS CONTENT AND MARK «NA» FOR ANY CONTAINING ALL THE REQUESTED THE LEGAL DISCLAIMER AND, IF
mitigation actions done AT LEAST 1 PACKAGE CREATED BY NOT APPLICABLE ACTIVITY. SELECT PPE AND THE SUMMARY OF THE THE ARE NOT ISSUES RELATED TO
DEFAULT, OR MORE IF CREATED THE DOWN ARROWS TO GET ACCESS RELEVANT ACTIVITIES FOR THE THE PACKAGE’S ACTIVITIES, SELECT
DURING THE BRIEFING WITH THE TO ACTIVIVITIES’ DETAILS. CLICK WORK PACKAGE «SUBMIT» TO APPROVE THE
© Wärtsilä I N TE R N A L COORDINATOR THEN ON «COMPLETE». PACKAGE
4. APPLICATION
4.4 ADVANCED FUNCTIONALITY WORK SAFETY ASSESSMENT
HOW TO CREATE A NEW WORK PACKAGE?
HOW TO REPORT A NOT-ADEQUATE STATUS WITHIN A WORK PACKAGE?
1 2 1 2 3
IF YOU NEED TO CREATE A NEW ASSIGN A PROPER NAME FOR THE AFTER SYNC, FSM WILL RECEIVE
SELECT «INADEQUATE STATUS COMPLETE THE REQUIRED FIELDS WORK PACKAGE, SELECT «Add NEW PACKAGE THE LIST OF ACTIVITIES FOR THE
REPORT» BUTTON TO REPORT AND SELECT THE RELEVANT ACCTIVITY Work Package» IN THE FIRST STEP NEW PACKAGE, AND IT’S POSSIBLE
ISSUES RELATED TO THE SELECTED ITEM OF THE PACKAGE («Welding» IN OF THE WORK SAFETY TAB TO PROCED WITH ITS ASSESSMENT
WORK PACKAGE’S ACTIVITIES THIS EXPAMPLE) AND RECORD DONE AS DONE FOR THE OTHER(S) WORK
MITIGATION ACTIONS PACKAGES(S)
© Wärtsilä I N TE R N A L
Technical Task Training Package.pptx (Desktop, Web, Mobile)
4.4.5 TECHNICAL TASKS
If a task has been added to Select either yes or no if the

the order that requires your task has been done
action, then you will see it on
the landing page of the
service order. Click to be
taken to the task
In case task not done, then
the reason must be chosen
from the dropdown
All task are found under SITE

and in the Technical Task tab
Additional comment field
that is available for you to
add free text in both cases
Click the arrow to expand

the task to read more details Photo or file can be
attached to the task
To complete a task as done Press submit to save the

or not done click the changes, then sync to
complete task button upload them

4. APPLICATION
4.4.6 SMART WSG DOWNLOAD (COMMISSIONING)
If an order has WSG orders Click the clock to go

or Sub orders then the order straight to registering
will display downwards working hours for that WSG
arrows order
Click on the arrow to expand

down the list of WSG orders
List of WSG orders Click on the order to go

connected to that ZS08 into the details tab. The WSG
order. orders have limited
The logic for downloading functionality. Only Details
the WSG automatically is and Working Hours.
following:
• ZS08 order must have
PM.act type 'C01
Standard Commissioning’
• WSG order must belong
to same installation See WSG order details
• WSG order must belong
to same Portfolio
category as ZS08 order
This means that WSG orders

is not needed to be planned
Report Working hours from
in Planning Board
here

4. APPLICATION
4.4.6 SMART WSG DOWNLOAD (COMMISSIONING)
Reporting Work Hours is Select all the WSG orders

done in same way as normal that customer is to approve
orders except that it’s
possible to get approval
for all WSG orders at same
time and combine them into
on timesheet
Name and company of the

person signing the time
sheet The time sheet preview
contains all the hours
reported on all the WSG
orders.
Email of the person signing
the time sheet
Insert general remarks

about what you did during
the service job for all the
selected WSG orders
Press Digital Signature to

Press Summary to continue continue

4. APPLICATION
4.4.7 SUB ORDERS
Sub orders are displayed in The sub order is just like a

FS Mobility in the same way normal order inside FS
as WSG orders. The indicator Mobility and contains all the
that an order has sub order same functionality as a
is the arrows. normal order.
Press the arrows to expand

down the list of sub orders
Press the sub order to view

the details in same way as a
normal order.
A sub order still needs to be
planned in Planning Board
in order to show up in FS
Mobility
JSA also needs to be

approved for the Sub order

4. APPLICATION
4.4.8 REMOVE ORDER FROM FSM
Its beneficial to remove old If all important things are

Service Orders from FSM completed in FSM then the
that are no longer needed. app will let you remove the
The sync time will be quicker order from FSM, press “Ok”
and less data consumed to remove the order
while syncing
Navigate to the order you

want to remove and go into
that order. Then open the
side menu and find the
button “Hide Service Order”
If the order was removed

by mistake then the
Coordinator is able to put
back the order in your FSM.
If you haven’t completed Either by creating a new
everything on the order yet booking or going to the old
then the app wont let you booking and unticking the
remove the order from FSM. tick box “hide order from
FSM”

4. APPLICATION
4.4.9 DELIVERIES
In spare parts section you The delivery will open in an

can track the parts if the external browser on your
parts order have a delivery device.
linked to it.
The contents of this site is

The “truck” icon indicates
not provided by FS Mobility.
that the parts order has a
It’s provided by Ceva
delivery linked to it. Press
Logistics. FS mobility is only
the order to expand it.
providing the delivery
number and installation.
Return to FS Mobility by
Click the Wärtsilä track & going backwards with back
trace link for shipping button on device or back
details. button on screen

4. APPLICATION
4.4.10 REPORT RUNNING HOURS
In Site section under Insert the new running

‘Equipment Running hours’ hours in the popup. Field has
tab you can report running validation to avoid users
hours for equipment that entering unrealistic running
are eligible for such hours values.
Remember to sync after you

Select which equipment
have submitted for the
you wish to update the
changes to be uploaded.
running hours for

4. APPLICATION
4.4.11 TASKS (OPERATIONS TAB)
If a service order has tasks to If the coordinator or the

be completed, then the planner of the order has not
number of tasks are visible set the correct status, then
on the details page of the the tasks won't be editable.
service order Contact them for
clarification.
If an order does not contain
tasks, then the operations
tab will be blank, and no The tasks come in 3 different
action needed. levels. Component Group ->
Component -> Task.
Press the arrow to collapse
Press the red box to be the list.
taken to the operations tab
Press the check icon to

indicate that the task was
completed.
The list of tasks is visible
under the operations tab.
Indication in percentage Press the cross icon to
shows how much of the tasks indicate that the task was
have been processed. not done or skipped.

4. APPLICATION
4.4.11 TASKS (OPERATIONS TAB)
After completing or Completing one

indicating that some tasks component group will
was not done the percentage complete all the tasks
indication will update under that one and set the
component group to done.
Blue icons indicate that you

have changes which have
not yet been synced to
salesforce.
The blue unsynced changes

will be synced with standard
sync. Perform standard
You can complete or skip sync to save your progress
one whole component online.
group at once by pressing
one of the icon next to the
component group

4. APPLICATION
4.4.12 INDICATE AVAILABILITY DURING OFF TIME
If you are interested in The change will be visible

receiving service job on the resource page in
requests during your off SWF. For now, it’s up to the
time such as vacation or organization how they use
PTO, then you can check this this information.
check box to indicate that
you are interested.
Checking this box does not

mean that you will
automatically get job
requests from the planner. It
merely aids the planners
when they are searching for
resource for jobs with short
notice
It’s possible to create

reports or views of
You can change your resources per cost center or
preference at any time, but country that are on leave and
don’t forget to sync to have indicated that they
upload your changes. allow to be contacted during
off time.

5. FSM SETTINGS
5.1 RESOURCE SPECIFIC SETTINGS IN SWF
All resources in SWF have

the Field Service Mobility Choose if you want to show
section where the FSM in the timesheet the activity
settings can be adjusted to types or just Work or Travel
what that local organization etc.
prefer. It’s recommended
that all resources If this is set to TRUE the FSM
belonging to the same cost user will only be able to see
center have the same and report times for himself.
settings. If this is set to FALSE then
user can see and report time
for anyone on the same
Travel comment on Time service job.
Sheet, check this box to
TRUE if you want the Only used in Netherlands,
timesheet to always include do not use. If used it will
the Travel comment that you impact time integration
specify below. negatively.
The text that you specify
Set this to TRUE if resource
here will always show up on
always wants to get a copy
the Time Sheet if the check
of the idle time sheets.
box above is set to TRUE.
Possibility to insert 3
Check this to TRUE if you contacts to where all time
want the time sheets to Full day setting for Idle sheet copy's always are sent.
include a summary of the time. Specify what a full
hours day is for the user. This Only used in few countries,
setting can be set directly do not use. If used it will
in FSM as well. impact time integration
Do not use this setting
negatively.

5. FSM SETTINGS Link to more detailed instructions:
SWF_Resource_Integration.pptx (Desktop, Web, Mobile)
5.2 RESOURCE SPECIFIC SETTINGS PA30
All resources needs to have Insert start and end time of

PA30 infotype 315 created this activity type. Default
for the time integration to values are often ok and no
work need to change them
Click white paper to create a

new 315 record Insert the billable cost center
that the resource shall be
under in Planning Board
Click pen to edit the active

315 record Insert the default activity
type. Only these 3 are
allowed:
- 220100
- 440100
Click glasses to view the - 660100
active 315 record
This box will not affect

anything. Last time it was
used for something was in
Click the mountains to view the WAMS project when
the history of 315 records setting up KABA.
When you update or

create the 315 record for
Insert personnel number a resource, the resource
will be created or
updated in SWF &
Planning Board as well. Press Save to save the
Insert 315 in Infotype record.

5. FSM SETTINGS
5.3 IDLE ORDERS (ZS06)
In order for ZS06 orders to Record type in SWF must be

display properly in FS ZS06
Mobility, a set of criteria's
needs to be fulfilled. Create
the order in SAP and do
not forget to put system
condition 5 for it to be Do not forget to insert
transferred to SWF. service order coordinator in
partners tab when opening
the order in SAP.
When opening the order

choose dummy or stock
installation.
When opening the order in
SAP make sure that correct
Work Center is used.
Make sure that the Basic
start date is in the PAST.
The mapping from SWF to
Mobility is automatic and
based on the Main Work
Make sure that the Basic
Center of the order in SWF
Finish date is in the FUTURE.
and the cost center of the
BFD can be more than one
resource in in SWF. Example:
year in the future.
ZS06 order has work center
FIS40038 then all resources
belonging to cost center
SAP order type must be ZS06 40038 will see the order in
FSM.

6. TIME INTEGRATION
6.1 WORK HOURS AND WORK HOUR ACTIVITIES
FS Mobility when If order has Billing Rule then

synchronized is creating you can see all the registered
Work Hours in SWF. hours from the Work Hour
Activities tab
The Work Hour Activities
are found from the tab on
top of the service order
page.
If the order has a Billing

Rule selected, then a robot
will create Work Hour
Activities. Hours are split by activity
type in the table for easy
analysis
The Work Hours can be
found on the service order
on the right hand side.
If order does not have Billing

Rule then the Work Hours
are sent via integration to
SAP. If order has Billing Rule
then the Work Hour Click on the resource to see
Activities are sent to SAP the full list of Work Hour
instead. Activities

6. TIME INTEGRATION
6.1 WORK HOURS AND WORK HOUR ACTIVITIES
This is a Work Hour record Here we can see the reason

for the record not being
created in SAP.
Information about the time

record URL to an article explaining
how to solve the integration
error
The records holds status External application in this

information about if case is FSM because service
customer has approved, was order does not have billing
integration successful and rule
what is the status of the
record in CATS? Here is the reason for
integration explained
This is a Work Hour Activity If counter is empty then it

record. has not been created in SAP.
External application in this

case is ROBOT because
As we can see here this service order has billing rule
record was created from an
Work Hour record. Work
Hour Activity records are
always created from Work
Hours (When order has
Here you can see if the
Billing Rule)
record has been approved or
rejected in CATS_APPR_LITE

6. TIME INTEGRATION
6.2 INTEGRATION ERRORS
In this article you find the Link to this article:

most common integration https://wartsila.service-
errors and how to fix them now.com/im?id=knowledge_
article&sysparm_article=WK
BA10005233
All articles contain tree

things, one generic example
of how the error text looks,
the reason why it might have
happened and lastly the
instructions on how to fix the
issue

6. TIME INTEGRATION Link to more detailed instructions:
The simplest CATS guide.pptx (Desktop, Web, Mobile)
6.3 TIME APPROVAL
All times are approved in Use layout /GLOBFSM in

SAP in transaction CATS_APPR_LITE to see the
CATS_APPR_LITE details
Created by is always
WMUSER when it comes
Its recommended to not edit from FS Mobility
the times and just use
APPROVE or REJECT to avoid
any issues
Counter is the unique record
in SAP, this is also found in
SWF
The status is updated in SWF

on the Work hour if the time
record has been approved or Document number is the
rejected in SAP CATS unique ID in Salesforce
Ext.appl. Can be 3 things:

FSM if the order don’t have
If the record is edited in billing rule, ROBOT if the
CATS the status wont be able order has billing rule and
to change CRM if it was created from
PB calendar

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FIELD SERVICES MOBILITY INSTRUCTIONS 2024.PDF (DESKTOP, WEB, MOBILE)

1 © Wärtsilä I N TE R N A L 15.3.2024 FSM Instructions 2023 / Oskar Söderlund – Daniele Codan

2 © Wärtsilä I N TE R N A L 15.3.2024 FSM Instructions 2023 / Oskar Söderlund – Daniele Codan

3 © Wärtsilä I N TE R N A L 15.3.2024 FSM Instructions 2023 / Oskar Söderlund – Daniele Codan

Wärtsilä's Employees Privacy Notice.pdf (Desktop, Web, Mobile)

Data Subjects’ Requests

Personal Data Breach Response Process

Personal Data Breach Call list and substitutes

4 © Wärtsilä I N TE R N A L 15.3.2024 FSM Instructions 2023 / Oskar Söderlund – Daniele Codan

To access FS Mobility, following steps are needed:

2) Install Intune Company Portal on your mobile device. Follow these

3) FS Mobility should download automatically to your device after Intune

5 © Wärtsilä I N TE R N A L 15.3.2024 FSM Instructions 2023 / Oskar Söderlund – Daniele Codan

1 In Intune, click “view all”

Click to download and install

6 © Wärtsilä I N TE R N A L 15.3.2024 FSM Instructions 2023 / Oskar Söderlund – Daniele Codan

Multi-Factor-Authentication If you are logging in

7 © Wärtsilä I N TE R N A L 15.3.2024 FSM Instructions 2023 / Oskar Söderlund – Daniele Codan

Logged in user List of idle time orders Back to landing page

Your reported time for List of idle time orders

The number represents how

9 © Wärtsilä I N TE R N A L 15.3.2024 FSM Instructions 2023 / Oskar Söderlund – Daniele Codan

Click the down arrow to expand the content of each element

10 © Wärtsilä I N TE R N A L 15.3.2024 FSM Instructions 2023 / Oskar Söderlund – Daniele Codan

Shows all tasks connected

Start and end date of whole

Contact person from

Number that should be used in

Customer survey status, if survey

Press Post Feed to create a

Press Comment to answer

Use camera or attachment

Answers can contain text

The chat is visible on the service order in SWF. Anyone can

12 © Wärtsilä I N TE R N A L 15.3.2024 FSM Instructions 2023 / Oskar Söderlund – Daniele Codan

New Sales Proposal Technical Information Site info

From site info you can see

13 © Wärtsilä I N TE R N A L 15.3.2024 FSM Instructions 2023 / Oskar Söderlund – Daniele Codan

Spare parts tab shows all

14 © Wärtsilä I N TE R N A L 15.3.2024 FSM Instructions 2023 / Oskar Söderlund – Daniele Codan

Documents section consist of Some tabs have extra filters

Search on document name

Click on slider to download

15 © Wärtsilä I N TE R N A L 15.3.2024 FSM Instructions 2023 / Oskar Söderlund – Daniele Codan

From the side menu navigate A list of all applicable Idle

This icon indicates that you

When inside the side menu

Side menu Idle Time page Idle Time side menu

Idle Time submit page

My Reports shows a list your Press on the local timesheet

Local timesheets can also be The local timesheet will open

Local timesheets are meant If you wish to delete the local

18 © Wärtsilä I N TE R N A L 15.3.2024 FSM Instructions 2023 / Oskar Söderlund – Daniele Codan

Certifications show a list of The list contains all

If you are missing certificates

19 © Wärtsilä I N TE R N A L 15.3.2024 FSM Instructions 2023 / Oskar Söderlund – Daniele Codan

Press “+” sign to enter one Select activity type or work

Multiple time records can Insert start and end time.

Select yourself and/or other Provide comment if

The last time records that Press customer approval to

20 © Wärtsilä I N TE R N A L 15.3.2024 FSM Instructions 2023 / Oskar Söderlund – Daniele Codan

Enter the customer email so Customer signs with finger.