Published at: 2025-10-31
Service Provider/Service Provider Engineer Information
Note: All service resources, including engineers, service groups, Service Providers, and Service Provider engineers, have been objectified and stored in the [Service Information] object (EngineerInfoObj).
1. Service Provider Information
- Service Provider information has been objectified. Access the feature via: Service Information -> Service Providers to maintain basic Service Provider details.
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Direct creation of object data is not allowed. After adding a Service Provider through Service Connector -> Service Providers (Add Service Provider), the system automatically creates new data. This object solely stores basic Service Provider information to assist dispatchers in assigning tasks.
- Service Provider Record Type: Service Provider (
record_service_provider__c)
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- System-Preset Scenario: All Service Providers (
scene_service_provider__c)
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- Preset Service Provider Field Descriptions:
| Field Name | API Name | Description |
|---|---|---|
| Information Name | name |
Default: Interconnected enterprise name |
| Interconnected Enterprise | er_id |
System-preset |
| Partner | er_partner_id |
System-preset |
| Service Provider Type | service_provider_type |
Maintained by the enterprise |
| Rating | score |
Rate Service Providers (enterprise-maintained) |
| Service Account Level | account_level |
Serviceable customer levels (mapped to Work Order -> Account Level) |
| Service Product Category | product_category |
Serviceable product categories (mapped to Work Order -> Product Category) |
| Current Location | location |
Assign locations to Service Providers (enterprise-maintained) |
| Service Engineer Count | service_engineer_count |
Non-editable; system-calculated count of engineers under the Service Provider |
| Allocation Status | allocate_status |
Non-editable. Used for dispatch differentiation (only assigns Work Orders to interconnected enterprises with allocated Service Providers). |
| Interconnection Status | er_status |
Non-editable |
| External Owner |
- Preset New/Edit Layout: Service Provider (
edit_layout_service_provider__c)
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- Preset Detail Page Layout: Service Provider (
layout_service_provider__c)
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1.1 Service Provider Information Maintenance
- Access: Service Provider Management -> Service Providers (Web Portal Settings).
- Click Edit to update Service Provider details.
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2. Service Provider Engineer Information
- Service Provider Engineer Role personnel data has been objectified.
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Direct creation of object data is not allowed. Data is auto-generated when assigning the Service Provider Engineer Role or by clicking Add Service Provider Engineer. This object stores engineer information for dispatch support.
- Service Provider Engineer Record Type: Engineer (
default__c)
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- System-Preset Scenario: All Service Provider Engineers (
scene_service_engineer__c)
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- Preset Service Provider Engineer Field Descriptions:
| Field Name | API Name | Description |
|---|---|---|
| Information Name | name |
Default: Interconnected user name |
| Partner Contact | partner_contact_id |
System-preset |
| Interconnected User | public_employee_id |
System-preset |
| Current Location | location |
Auto-updated via Fieldwork check-ins, Work Order check-ins, or clock-ins (Note: ShareCRM does not provide real-time user location tracking for privacy reasons). |
| Rating | score |
Rate Service Provider Engineers (enterprise-maintained) |
| Pending Work Orders | todo_quantity |
Number of pending tasks for the engineer |
| Service Account Level | account_level |
Serviceable customer levels (mapped to Work Order -> Account Level) |
| Service Product Category | product_category |
Serviceable product categories (mapped to Work Order -> Product Category) |
| Assigned Service Provider/Group | service_provider_group_id |
Parent Service Provider |
| Engineer Role Status | allocate_engineer_role_status |
System-preset. Indicates role assignment for dispatch purposes. |
- Preset New/Edit Layout: Service Provider Engineer (
edit_layout_service_engineer__c)
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- Preset Detail Page Layout: Service Provider Engineer (
layout_service_engineer__c)
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2.1 Service Provider Engineer Information Maintenance
- Access: Service Provider Management -> Service Provider Engineers (Web Portal Settings).
- Click Edit to update engineer details.
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