11.1 Tenant Administrator
- Upload field-service.sppkg to the tenant app catalog.
- Approve Mail.Send for email notifications (optional).
- Sync to Teams if channel tabs are required.
11.2 Site Owner / App Administrator
- Add the web part to a published SharePoint page.
- Run Complete Setup to provision FSM_ lists.
- Configure Settings → General, Appearance, Numbering, and Notification Workflows.
- Add app administrators and verify subscription status.
11.3 Dispatcher Daily Flow
- Review Dashboard KPIs and overdue scheduled jobs.
- Create or triage work orders on the Work Orders page.
- Assign technicians and dates; move cards on the Scheduler.
- Update status as technicians progress through En Route and On Site.
- Complete jobs and generate estimates or invoices as needed.
11.4 Technician Field Flow
- Open assigned work orders from the register or Teams tab.
- Update status to En Route when departing and On Site upon arrival.
- Add notes, parts used, and completion details before marking Completed.
All CRUD operations go through SharePoint REST. Optional Graph Mail.Send delivers workflow emails from the signed-in user or Power Automate.