FSMv5: Search for Order & Browse Order

Summary

This Job Aid is for all FSM users using the website to manage orders and tasks.

Table of Contents

On the FSM Dashboard, and accessible throughout the rest of FSM, the Quick Search box supports multiple search criteria. Here is a quick video demo of the Quick Search:


Quick Search Steps
Searching for an Order or Task can be done using the Magnifying glass Quick Search in the window’s top-right.

This will pull up the Work Order or Task details screen. Example of a Task:

Top of page

Using Browse orders to search for:

  • Work order id
  • External system id (Orders possibly migrated from FSM v4 into v5)

From the left side menu options, under FSM, select Browse orders:

  • This will bring up the Browse orders screen.

  • Enter the Work order ID or any filters in the Work order ID field and then select Search.

Select the Work order id link in Work order id column in search results to pull up the Work order view.

Top of page

Using Browse orders to search for:

  • Task id
  • Work order id
  • Task external id (Orders possibly migrated from FSM v4 into v5)

From the left side menu options, under FSM, select Browse tasks:

This will bring up the Browse tasks screen:

Enter the Task id in the Task id field and select the Search button to view results.




Quality Installation Standards (QIS)

Summary

Technicians are required to take photos after completing any installation or service calls.

This Job Aid provides photo requirement details needed for a residential installation to meet our quality installation standards.

Each work order must have all required photos uploaded within 72 hours of completion.

Table of Contents

Wall Mount | Roof Mount | Side “S” Mount | Low Profile “STUB” Mount | Brick Mount
Under Eave Mount | Non-Pen Mount | Rail Mount | Tile Roof Mount | Pole Mount

Take a picture showing a full frontal view of the home from the street:

  • Do not take pictures of the customer, customer documents, or customer vehicle/license plate

Top of page

Take a picture showing a clear view of the southern sky toward the TRIA

  • Take a picture that shows a clear line of sight.

    • A picture can be taken from on top of the boom arm (where it connects to the reflector) toward the TRIA.
    • OR a picture can be taken from behind the ODU.

Line of Sight should be:

  • Clear in all directions by 10 degrees
  • Clear of tree growth, seasonal foliage changes, and future development.

Top of page

Take a picture of the ground source:

  • show a UL-listed device attached to an NEC-approved ground source.
    – IBT (required if present), #6 bare copper wire, back-bonded grounding electrode, metallic
  • raceway, meter box, grounded I-beam.
  • Use matching metals (ex. copper to copper)
  • Do not impede the opening of the meter box door.
  • Do not share ground sources (Note: each IBT port is an available ground source)
  • Scrape paint to allow metal-to-metal contact.

Take another picture of the ground block:

  • Show the installation of a UL-listed, 3Ghz-rated ground block:

    • Install compression connectors, and torque to 30 in. lbs.
    • Use weather boots on both sides of the ground block.
    • Form 6” diameter service loops.
    • Attach ground block directly to structure (2 screws).
    • Run the #10 gauge solid copper ground wire as straight and short as possible, with minimal bends (cannot exceed 20’).
    • Connect messenger and ground wire to the ground block.

If using the Zone of Protection (ZOP), the antenna location must meet NEC ZOP requirements.

Take a picture showing:

  1. A properly secured bond to the electrical outlet wall plate.
  2. Use an adapter to convert the 3-prong grounded cord to a 2-prong cord.
  3. Outlet tester indicating properly wired circuit.

Take another picture of the properly attached nuts on both sides of the circle ring connector on the back of the modem.

Top of page

Take a picture showing a close-up of cable markings identifying:

  • Cable type and model number.
  • Solid copper, rated to 3GHz, 75 Ohm, 60% braid.
  • The cable is in good condition.
  • The cable type must be attached to the structure or mount.

    • If more than one type is used (pre-wired structure), take a picture of both.

  • 150’ maximum run of RG-6 cable that is neat and follows the lines of the house.
  • Attached using only approved screw clips.
  • Continuous and does not use in-line barrels, excluding the ground block and wall plate.
  • Never bent to 90-degree angles.

Top of page

Photo Requirements

Take a picture showing a properly installed Wall Mount.

A properly installed Wall Mount picture includes:

  • The attachment to an approved, structurally sound surface
  • Mount antenna to not impede any high-traffic areas
  • Position of monopoles
  • Secured footplate and monopoles
  • Zip-tie cable to the mast, including a service loop

  • ODU is at least 3’ from the electrical panel and 20’ from the power lines
  • Use only approved and matching ODU hardware
  • Pre-drill holes required using a 1/4” wood bit
  • Secure the footplate to the wall with:

    • Two 3” lags through center holes into stud
    • Four 2” lags through corner holes

  • Position monopoles 2” below the bend, at an upward angle, forming a tripod
  • Secure monopole plates to adjacent studs using two 3” lags
  • Seal all drilled holes with silicone
  • Zip-tie cable to the mast, including a 6″ diameter service loop
  • Connect the messenger/ground wire to a green ground screw on the footplate
  • Tighten all hardware completely

Top of page

Take a picture showing a properly installed Roof Mount.

A correctly installed Roof Mount picture includes:

  • The attachment to an approved, structurally sound surface
  • Position of monopoles
  • Secured footplate and monopoles
  • Zip-tie cable to the mast, including a service loop

  • Attach to an approved, structurally sound surface (asphalt shingles only, sloped roof, close to the roof’s edge, ideally not over living space).ODU is at least 3’ from the electrical panel and 20’ from the overhead power lines
  • Use only approved and matching ODU hardware
  • Pre-drill holes required using a 1/4” wood bit
  • Secure the footplate to the roof with:

    • Two 3” lags through center holes into the rafter
    • Four 2” lags through corner holes

  • Position monopoles 2” below the bend, at a downward angle, forming a tripod
  • Secure monopole plates to adjacent rafters using two 3” lags
  • Seal all drilled holes with tar-based sealant
  • Zip-tie cable to the mast, including a 6” diameter service loop
  • Connect the messenger/ground wire to a green ground screw on the footplate
  • Tighten all hardware completely

Top of page

Take a picture showing a properly installed Side “S” Mount.

A correctly installed Side “S” Mount picture includes:

  • The attachment to an approved, structurally sound surface
  • Mount antenna to not impede any high-traffic areas
  • Secured mast
  • Zip-tie cable to the mast, including a service loop
  • Connection the messenger/ground wire

  • Attach to an approved, structurally sound surface (wood or composite only, southern facing corner, avoid touching the eave/roof with antenna)
  • ODU is at least 3’ from the electrical panel and 20’ from the power lines
  • Use only approved and matching ODU hardware
  • Pre-drill holes required using a 1/4” wood bit
  • Secure the mast to a corner stud with:

    • Two 6” lags on S-tube
    • Two 3” lags on L-bracket

  • Seal all drilled holes with silicone
  • Zip-tie cable to the mast, including a 6” diameter service loop
  • Connect messenger/ground wire to a green ground screw on the “L” bracket
  • Tighten all hardware completely

Top of page

Take a picture showing a properly installed Low Profile “STUB” Mount.

A correctly installed Low Profile “STUB” Mount picture includes:

  • The attachment to an approved, structurally sound surface
  • Mount antenna to not impede any high-traffic areas
  • Position of monopoles
  • Secured footplate and monopoles
  • Zip-tie cable to the mast, including a service loop
  • Connection the messenger/ground wire

  • Attach to an approved, structurally sound surface: Sloped roofs only

    • Asphalt shingles only
    • Close to the roof’s edge
    • Ideally not over living space
    • The boom arm should be parallel with the rafter for best support

  • ODU is at least 3’ from the electrical panel and 20’ from the power lines
  • Use only approved and matching ODU hardware
  • Pre-drill holes required using a 1/4” wood bit
  • Secure the footplate to the roof with:

    • Two 3” lags through center holes into the rafter
    • Four 2” lags through corner holes

  • Seal all drilled holes with tar-based sealant
  • Zip-tie cable to the mast, including a 6” diameter service loop
  • Connect the messenger/ground wire to a green ground screw on the footplate
  • Tighten all hardware completely

Top of page

Take a picture showing a properly installed Brick Mount.

A correctly installed Brick Mount picture includes:

  • The attachment to an approved, structurally sound surface
  • Mount antenna to not impede any high-traffic areas
  • Position of monopoles
  • Secured footplate and monopoles
  • Zip-tie cable to the mast, including a service loop
  • Connection the messenger/ground wire

  • Attach to an approved, structurally sound surface (load-bearing wall, away from corner/ door/window/top of wall, no chimneys)
  • ODU is at least 3’ from the electrical panel and 20’ from the power lines
  • Use only approved and matching ODU hardware
  • Pre-drill holes are required using a 1/2-inch masonry bit
  • Use a hammer to lightly tap a lag shield into the pre-drilled holes
  • Seal all drilled holes with silicone
  • Lags must not be drilled into mortar, or more than two lags in one brick
  • Secure the footplate using four 2” lags in corner holes and proper anchors
  • Position monopoles 2” below the bend, at an upward angle, forming a tripod
  • Monopole plates secured by two 2” lags, using proper anchors
  • Zip-tie cable to the mast, including a 6” diameter service loop
  • Connect messenger/ground wire to a green ground screw on the footplate
  • Tighten all hardware completely

Top of page

Take a picture showing a properly installed Under Eave Mount.

A correctly installed Under Eave Mount picture includes:

  • The attachment to an approved, structurally sound surface
  • Mount antenna to not impede any high-traffic areas
  • Position of monopoles
  • Secured footplate and monopoles
  • Zip-tie cable to the mast, including a service loop
  • Connection the messenger/ground wire

  • Attach to an approved, structurally sound surface
  • ODU is at least 20’ from power lines
  • Use only approved and matching ODU hardware
  • Pre-drill holes required using a 1/4” wood bit
  • The following option is available:

    • Slearo mount secured with four 3” lags

  • Install the monopole per the manufacturer’s instructions
  • Secure the monopole plates to adjacent rafters using two 2” lags
  • Seal all drilled holes with silicone
  • Zip-tie cable to the mast including a 6” diameter service loop
  • Connect the messenger/ground wire to a green ground screw on the footplate
  • Tighten all hardware completely

Top of page

Take a picture showing a properly installed Non-Pen Mount.

A correctly installed Non-Pen Mount picture includes:

  • The attachment to an approved, structurally sound surface
  • Mount antenna to not impede any high-traffic areas
  • Protective mat and cinder blocks
  • Secured footplate and monopoles (if used)
  • Zip-tie cable to the mast, including a service loop
  • Connection the messenger/ground wire

  • Approved for flat roof, balcony, deck, patio, and ground use when a pole mount is not an option
  • Use a protective mat on ALL locations
  • If using monopoles, position the collars 2” below the bend, at a downward angle, forming a tripod
  • Zip-tie cable to the mast, including a 6” diameter service loop
  • Universal or stub mount based on location with snow as a consideration
  • The surface must allow the mast to be leveled
  • The location should not be prone to flooding
  • ODU is at least 3’ from the electrical panel and 20’ from the power lines
  • Cable must not pose a tripping hazard
  • Requires eight 28-pound cinder blocks for ballast
  • Connect the messenger/ground wire to a green ground screw on the footplate
  • Tighten all hardware completely

Top of page

Take a picture showing a properly installed Rail Mount.

A correctly installed Rail Mount picture includes:

  • The attachment to an approved, structurally sound surface
  • Mount antenna to not impede any high-traffic areas
  • Secured Position of the mast
  • Zip-tie cable to the mast, including a service loop
  • Connection the messenger/ground wire

  • Attach to a structurally sound railing, preferably near a wall or post
  • ODU is at least 3’ from the electrical panel and 20’ from the power lines
  • Zip-tie cable to the mast, including a 6” diameter service loop
  • Connect the messenger/ground wire to the L-bracket with a green ground screw
  • Prevent hazards by properly routing and securing the coaxial cable
  • Tighten all hardware completely

Top of page

Take a picture showing a properly installed Tile Roof Mount.

A correctly installed Tile Roof Mount picture includes:

  • The attachment to an approved, structurally sound surface
  • Position of monopoles
  • Secured footplate and monopoles
  • Zip-tie cable to the mast, including a service loop
  • Connection the messenger/ground wire

  • Attach to an approved, structurally sound surface on a sloped tile roof (clay or concrete tiles only)
  • Avoid broken or cut tiles and use at least 3’ from any flashing
  • ODU is at least 3’ from the electrical panel and 20’ from the power lines
  • Requires use of tri-mast
  • Place footplate 2 or more rows up from the eave
  • Position monopoles 2” below the bend, at a downward angle, forming a tripod
  • Zip-tie cable to the mast, including a 6” diameter service loop
  • Connect the messenger/ground wire to a green ground screw on the footplate
  • Tighten all hardware completely

Top of page

Take two (2) pictures showing a properly installed Pole Mount and hole.

A correctly installed Pole Mount picture includes:

  • The Pole is installed in stable, solid ground
  • Mount antenna to not impede any high-traffic areas
  • Display of measuring tape for the entire pole
  • Zip-tie cable to the mast, including a service loop
  • Connection of the messenger or ground wire

  • The photo displays the hole measures 36” from the bottom to the top
  • For concrete installation, the hole should appear 12” in diameter
  • For foam installation, the hole should appear 3″- 4″ in diameter

  • Install in stable, solid ground
  • Use an approved pole
  • Galvanized, with an anti-spin device
  • A longer pole may be required to accommodate local frost levels greater than 36 inches.

    • The portion of the pole above the surface level should never exceed 60″.

  • The pole must be anchored with a non-rotating device installed at the base using at least 150 lbs. of quick-setting concrete OR 16 oz of approved expanding foam mix.
  • Use 2 sweeps (1 at the pole, 1 at the house)
  • If a non-flooded cable is used, it must be buried in conduit
  • Zip-tie cable to the pole, including a 6” diameter service loop
  • Connect the messenger or ground wire to a galvanized strap or a green ground screw on the flat side of the pole
  • Tighten all hardware completely

The grounding to a pole (A), the green ground screw can be drilled directly into the flat side of a Hex pole. This grounding option is only available with a Hex pole.

When grounding to a pole (B), a galvanized strap can be used at the top round part only of a Hex pole. This grounding option is available with both a Hex pole and a Round pole

When grounding to a pole (C), a galvanized strap can be used in the middle area of a Round pole. This grounding option is only available with a Round pole.

Top of page

02022024




FSMv5: How to add / remove fields to your search results

Summary

This Job Aid is for all FSM users who need to access and login to the FSM website.

From time to time, you may need to add columns to your search results—for example, the First Schedule Date Indicator or an Escalated column.

Access the FSM site and log in.

Open Browse tasks

Under Search results, select Settings and then Change columns.

The Change columns window opens. Scroll through the Available columns. Check the box next to the column you would like to add.

  1. Buttons to add/remove Available columns and Selected columns.
  2. Buttons to change the order of columns.
  3. Before you close the window you must select Save to keep your changes.

This change will be saved and is a universal change for your profile throughout FSM.

This change will also display your edited columns when you export search results out of FSM.

Top of page




FSMv5: How do Retailers schedule, assign, & unassign a Task

Summary
Audience: Retailers

This Job Aid is for all FSM Retailers users and individuals who schedule installations and service calls using the FSM website to manage orders and tasks.

Table of Contents

Open the Unscheduled Task and verify the Date from date and time range.

Click Calendar in the top right corner.

The Calendar window opens.

Click and drag the scroll bar at the bottom to find the correct date and time for the Task.

Note: You can return to the Task details page by clicking the Task id.

Now we need to set the Task date and time.

Right-click in the Task id row and select Insert task.

The Change date window opens. Verify the Start date and Finish date are correct.

Set the start and finish times.

Click Ok.

The Create slot configuration window opens. Verify the Slot name and Organization unit are correct.

Click the Create button.

The Task time slot is now created and the appointment time is set.

Next, we want to assign the Technician to the Task

Top of page

To assign a task, open the Calendar view of the task.

Remember: You can return to the Task details page by clicking the Task id.

The Technician must have a working time setup to assign the Task.

Right-click on the Technician row of the calendar. Hover over Add Availability and select Working time.

A green bar will be inserted. This represents the technician’s available working time.

Drag the green bar in either direction to extend available work times. The green bar must be within the same time limit or greater than the appointment slot to assign the work order.

When the work order time frame and technician’s available working time (green bar) are inserted, we can now assign the technician to the work order.

Click the checkbox, to the right of the Technician’s name to assign the Technician.

Top of page

To unassign a Technician from the Task, you simply uncheck the box next to the technician.

This will completely remove the technician from the order.

Once you unselect the box it will unassign the technician from the Task and then autosave the Task.

The Task can be assigned to a different technician.

Top of page




FSMv5: Schedule, assign, & unassign a Task

Summary
Audience: Dispatchers, Admin Support

This Job Aid is for all FSM dispatch users and individuals who schedule installations and service calls using the FSM website to manage orders and tasks.

Table of Contents

Open the Unscheduled Task and verify the Date from date and time range.

Select Get slots button.

The Choose timeslot window opens.

Select the Change appointment button to select the open date and time slot for the appointment.

You can see additional open timeslots by selecting the numbers or arrows at the bottom of the window.

The Task is now in the Unassigned, Task status. Verify the Appointment slot.

Now we can assign the Task to a Technician.

Top of page

To assign a task, click on the Calendar button in the top left corner.

Note: You can return to the Task details page by clicking the Task id.

The Technician must have a working time setup to assign the Task.

Right-click on the Technician row of the calendar. Hover over Add Availability and select Working time.

A green bar will be inserted. This represents the technician’s available working time.

Drag the green bar in either direction to extend available work times. The green bar must be within the same time limit or greater than the appointment slot to assign the work order.

When the work order time frame and technician’s available working time (green bar) are inserted, we can now assign the technician to the work order.

Click the checkbox, to the right of the Technician’s name to assign the Technician.

Top of page

To unassign a Technician from the Task, you simply uncheck the box next to the technician.

This will completely remove the technician from the order.

Once you unselect the box it will unassign the technician from the Task and then autosave the Task.

The Task can be assigned to a different technician.

Top of page




FSMv5: Create, Edit, & Copy a Time Slot

Summary
Audience: Dispatchers, Admin Support

This Job Aid is for all FSM dispatch users and individuals who schedule installations and service calls using the FSM website to manage orders and tasks.

Table of Contents

From the FSM Dashboard, open the left menu… select FSM, and click on Subcontractors.

The Subcontractors page opens.

Select your Organizational units or Offices.

The Calendar will populate with current slots. If no slots have been built the calendar may appear blank.

Select your Service region(s).
Select all the Service regions that are a part of your office or that you want to create the time slot for.

Next, select the task types for which you would like to create a time slot. You can select as many different Task types for each time slot.
For example: if you want to create time slots only for installs or service calls, only select install, service calls, or both.

In the calendar, click on the day you would like to create the time slot.

The Add schedule window opens. Under the Basic details you can add:
– Slots number (number of open slots during this time)
– Slot (Morning, Mid-day, Afternoon, or Evening)
– Task Type (You selected Install but you can add a Task type if needed)

Select the Organizational Units tab.
Make sure your organization is selected.

Select the Service Region tab.
Make sure your service region is select. If not, you can add or remove from here.

Click Save when you are ready to add the slot.

You will see the “Calendar object added” box.

Top of page

To edit a time slot, on the calendar click on the time slot.

The Schedule details window opens. You can make any changes to the slot in this window.

Click OK when you have updated the slot.

Top of page

To copy a time slot or time slots, click on the Copy button in the top right corner.

The Copy of schedule window opens.

You can copy a day of timeslots or a range of time slots, to another day, a week, or a month.

  1. In this example, we have a Copied date range: of 1 day from 9/1/24 (date) 00:01 (minutes) to 9/1/24 23:59.
  2. We want to copy all the slots during the day of 9/1/24 to the Target date range: which will be a week. To do so, we select the from 9/2/24 00:01 to 9/8/24 23:59 and click OK.

Note: The time is based on the 24-hour clock.
So 00:01 is the first minute of the day and 23:59 is the last minute of the day.

Top of page




esvt Updates

To login into esvt, navigate to https://esvt.viasat.com/. Use your SSO login to access the site.

  1. When searching for a US Residential customer in eSVT, select US for the Country drop-down.
  2. Select the appropriate Search Type from the drop-down.

    1. When searching by MAC, this can be in upper or lower case and the colons (:) are optional.
    2. When searching by Phone Number, you must enter the number 1 for the US country code before the rest of the phone number. It must only contain numbers and no (-)

  3. Click the Search icon or press enter.



FSMv5: Access & Login

Summary

This Job Aid is for all FSM users who need to access and login to the FSM website.

Access the FSM site at:  https://fsm.viasat.com/

On the Login page, you will enter your Username and Password.

Click Log in

After logging in for the first time using your Username and temporary Password, you will be instructed to change your password.

Password Requirements
The password must…

  • be between 14 and 24 characters
  • 5 of the characters must be different
  • contain 3 of the following 4 character sets:

    • Lowercase letters
    • Capital letters
    • Digits Special characters like: !@#$%^&*()

Top of page

09272024




Version:4.6-WB-SNAPSHOT -fsm21 (09/18/2023 06:44)

On October 4th, 2023 at 10 PM MT, a new update for FSM will be released. Details below:

Technician Notification Checkbox

Dispatchers will be able to configure whether or not a technician should receive escalation/notification emails from FSM.

Process outlined below:

  1. As a dispatcher, go to Users à User management
  2. Search for desired technician
  3. Select technician and click “Edit user”
  4. Under “Additional section”, you will see a new checkbox labeled “Send Escalations?”

Configuring this will enable/disable the escalation emails coming from FSM for each user. This can be turned on/off at any time.

Bug Fixes:

A bug was discovered when attempting to open a “No Calendar Availability” escalation on a work order. User would get “Unexpected error” message when attempting to create. This has been resolved.

Questions? Ask us at FSMAdministrator@viasat.com!




FSMv5: How to change date and time format

Summary

This Job Aid is for all FSM users who need to access and login to the FSM website.

Access the FSM site and log in.

Access the Profile settings in the top right corner of the Dashboard.

Select English (United States) for the US format.

US format will show the date as MM/DD/YY and the time.

This change will be saved and is a universal change for your profile throughout FSM.

Top of page

09272024




Managing Equipment in FSM

Summary

This Job Aid covers:

Browse Equipment

Browse Equipment using Search Filter Criteria

Basic Browsing Procedure

Browse for Single Equipment listing using Serial or MAC Number

Transferring Equipment

Transfer equipment from Mobile to Mobile Warehouse

Rejecting equipment transferred in error or not received

Receiving Equipment

Receiving New Equipment into the Warehouse Inventory

Service Call via FSM Mobile (Brazil Only)

This Job Aid supports the VSF Dispatcher audience.

Browse Equipment

To access the Browse Equipment page, select the Browse equipment item on the Warehouses tab drop-down menu. Equipment can be located by the search criteria on the Browse equipment page or by entering the equipment Serial Number or MAC Number in the Equipment identifier field accessed through the Manage Equipment button.


FSM Equipment Search Filter Criteria

There are several search filter options on the Browse equipment page. Not all the filters are used. Below is a description of each filter available when managing equipment in FSM.
Filter NameDescription
Part numberSelect one or more part number
SN (serial number)Enter the serial number of the equipment (TRIA or Modem)
MACEnter the MAC address of modem. This format must be AA:AA:AA:AA:AA:AA; where A is either an alpha capital character or a number (0-9). (colons must be included)
Equipment CategorySelect one or more equipment categories. Categories consist of Antenna, Modem, TRIA
Equipment VersionSelect between equipment versions.
ConditionSelect one or more of equipment condition
StatusSelect one or more of equipment status
ChargedSelect whether or not equipment has been charged. If this information is not important to the search, select “all”.
Equipment nameSelect one or more Equipment name listed in the FSM dictionary
DescriptionSelect one or more Equipment description listed in the FSM dictionary (i.e. SurfBeam Modem, SurfBeam 2 Modem Refurbished)
Warehouse IDEnter the Main Warehouse ID number from list provided by Viasat. Only applicable to Corporate level users.
LocatorThe Main Warehouse Viasat (Oracle) Locator number. Only used by Viasat personnel.
Fulfillment PartnerSelect the Fulfillment Partner from the drop-down list. For most users only one Fulfillment Partner will be listed. This will be the Fulfillment Partner that owns the Warehouse.
Sub inventorySub inventory number of the main warehouse. Only used by Viasat personnel.
Mobile WHEnter a Mobile Warehouse number (same as the Technician’s ID) of a Technician associated with the current warehouse.
Technician nameEnter a Technician name that is associated with that warehouse. Start by typing the last name, and then select from the Auto-fill list.
Delivery dateThis is the date the equipment was delivered at the warehouse. Select either a single date or a date range.
Received dateThis is the date the equipment was officially received by the Warehouse user into the warehouse inventory. Select either a single date or a date range.
Activated dateThis search function allows the user to search for equipment by activation date.

Basic Browsing Procedure

  1. On the FSM home page, select Browse Equipment from the Warehouses tab drop-down menu.
  2. Select the filters that represent the information desired.
  3. Click Search.
  4. The Search Results List displays at the bottom of the page.
  5. Select the desired equipment from the list and click the Manage Equipment button to open the Manage Equipment page.

Note: Hold down the CTRL key to select more than one non-contiguous equipment listing. Hold down the Shift key and click on the first and last equipment listing to select all listings between including the first and last listing.

Browse for Single Equipment listing using Serial or MAC Number

To quickly search for a single piece of equipment, use the following steps.

  1. On the FSM home page, select Browse Equipment from the Warehouses tab drop-down menu.
  2. Click the Manage Equipment button to open the Manage Equipment page.
  3. Enter the equipment Serial or MAC number in the Equipment identifier field and click the Add button.

Note: Enter the Serial Number as alpha-numeric. Enter the MAC address of modem with this format: AA:AA:AA:AA:AA:AA; where A is either an alpha capital character or a number (0-9). Colons must be included.

  1. The Add action displays the equipment on the record list.

Transferring Equipment

Dispatchers transfer equipment between two Mobile warehouses. This procedure may be necessary when changing the assignment of a work order, if the Technician does not have access to FSM via either the web site or the mobile app.

Transfer equipment from Mobile to Mobile Warehouse

  1. The Dispatcher determines that equipment needs to move from one Mobile Warehouse to another.
  2. On the FSM home page, select Browse Equipment for the Warehouses tab drop-down menu to open the Browse equipment page.
  3. On Browse equipment page enter the Mobile Warehouse ID of the warehouse where the equipment is currently located in the Mobile WH filter field and click the Search button. The Mobile warehouse ID is the same as the Technician’s FSM login, which is also their Technician ID.
  4. Only the equipment in the selected Mobile Warehouse will display in the Search Results area.
  5. Use the CTRL key to select the pieces of equipment needed to transfer to the other mobile warehouse and then click the Manage equipment button to open the Manage equipment page.
  6. On the Manage equipment page, click the Transfer button to open the Transfer popup window.
  7. In the popup window:
  8. Click the Search button to display a list of all related warehouses. Mobile Warehouses will display the Technician ID of the Technician.
  9. Click the Mobile Warehouse ID ( Technician ID) of the Technician receiving the equipment
  10. Click the Transfer button

On the Manage Equipment page the record(s) status displays as Transfer. The status of the equipment changes from Transfer to Received when the Dispatcher receives the equipment into the new Mobile warehouse.

Rejecting equipment transferred in error or not received

Occasionally the Dispatcher, in cooperation with the Technician, determines either that equipment being transferred to them is transferred in error or lost in the physical transfer process. The Dispatcher does not accept any equipment that is not physically on truck. The Technician is responsible for any equipment accepted and not on truck.

  1. Select Browse Equipment from the warehouses tab drop-down menu to open the Browse equipment page.
  2. On Browse equipment page, select the Search button.
  3. The equipment remaining in the Transfer status will display in the Search Results area.
  4. An error can occur for the following reason:
  • Mobile Warehouse to Main Warehouse transfer: Validate that the physical equipment is not in the warehouse inventory and should not be.
  1. For all equipment that is not in the warehouse inventory, use the CTRL key to select the pieces of equipment and then click the Manage equipment button to open the Manage Equipment page.
  2. On the Manage Equipment page, click the Reject equipment button
  3. On the Manage Equipment page, the record(s) status displays as transfers between Mobile Warehouses, the record is removed from the rejecting warehouse.

Receiving Equipment

After completing the Browse Equipment process and opening the Manage Equipment page, the equipment list can be managed with the Receive Equipment process below.

Receiving New Equipment into the Warehouse Inventory

When a piece of equipment is transferred out of a mobile warehouse, it is displayed in FSM with a status of In_Transit. Use the following steps to receive the equipment into the new mobile warehouse inventory.

  1. On the FSM home page, select Browse Equipment for the Warehouses tab drop-down menu to open the Browse equipment page.
  2. On Browse equipment page, select In Transit in the Status filter field and click Search.
  3. Use either the CTRL or Shift key to select all equipment listed in the Search Results area and then click Manage equipment to open the Manage equipment page.
  4. Validate Serial Number and/or MAC numbers of the physical equipment in the truck against the equipment records listed on the Manage equipment page.
  5. Use the Red X to remove any equipment records that do not match a piece of physical equipment in the truck.
  6. Use the Equipment identifier field and the Add button to add an equipment record for any physical equipment is in the truck but does not have a record in the list.
  7. Once there is one equipment record in the list for each piece of physical equipment in the new shipment, click the Receive Equipment button to add the new equipment to the warehouse inventory.

Service Call via FSM Mobile (Brazil Only)

1.       Select “Replaced equipment” (in English)
2. Enter the MAC for the modem or the Serial Number for the eTRIA.
3. The process to conclude is the same.



FSM Search Criteria

  • To search for orders, dispatchers can use any of the following search criteria, depending on the information available to them.
    • FSM ID = The FSM order number
    • BEP External Order ID = The order number from the parent system (used for all US residential)
    • Order Status = The current status of the order
    • Order Type = Type of order: Service Call, Install, Audit, etc.
    • Open Escalation = The ability to search for orders by open escalations
    • Audit Status = The current status of the Audit
    • Audit Result =The ability to search using audit results
    • Account Number = Currently not available to search with as FSM uses an alpha-numeric account number
    • Service Agreement = Currently not available to search with as FSM uses an alpha-numeric account number
    • Sales Channel = The ability to search using the Sales Channel
    • Customer Name = The ability to search using the customer’s name. Enter last name, first name to search.
    • Phone Number = The ability to search by a phone number
    • Beam Number = The ability to search by beam
    • VIP Type = The ability to search by VIP account types
    • Commercial = The ability to search all commercial accounts
    • Satellite = The ability to search by Satellite
    • Technician = The ability to search by a technician’s name
    • State = The ability to search by state
    • Fulfillment Partner = The partners name that is assigned to the appointment
    • Service Region = The ability to search by the Service Region
    • Created Date = The date the order was created
    • Scheduled Date = The date the appointment was scheduled
    • Cancelled Date = The date the appointment was cancelled
    • Completed Date = The date the appointment was completed
    • Slot = Time slot of the scheduled appointment
    • Product ID = The ability to search by product ID 
    • Clear Filters = Clears any previous filters set in the search screen.