Getting Started

Attention: SAP Field Service Management documentation is now available at the SAP Help Portal. On 31 December 2020, docs.coresystems will no longer be available. Until that time, documentation will NOT be updated in docs.coresystems.

Intro

This topic outlines the following steps:

Send Link
Registration links can be sent to service partners from the Crowd Marketplace app.
Fill Out Form
The prospective Crowd partner will then receive a link which will redirect to a form and prompted to enter some company information.
Receive Email
After the form has been completed, the prospective Crowd partner will then receive an email containing Cloud Account, User, Initial Password information, and a link to the Partner Portal.
Login to App
Next, the Crowd partner will login to the application using the values provided in the registration email.
Enter Crowd Partner Master Data
Next, the Crowd partner will be prompted to enter all company and technician information, and upload relevant company documents and skills certifications in the Master Data Management app.
Verify and Approve Company Info and Skills Certifications
Next, the Crowd owner will be able to verify and approve the company info, company documents, and skills certifications uploaded by the Crowd partner in the Crowd Member Management app.

Crowd Partner Registration

After Receiving a link, a Crowd partner will then be prompted to complete the following registration process:

Account Registration

Field Description
Company Name Required. The name of the Crowd partner company.
Street Name Required. The street name associated with the Crowd partner address.
Number Required. The street number associated with the Crowd partner address.
Zip Code Required. The zip code associated with the Crowd partner address.
City Required. The city in which the Crowd partner is located.
Country Required. The country in which the Crowd partner is located.
Contact Person  
First Name Required. The first name of the Crowd partner contact.
Last Name Required. The last name of the Crowd partner contact.
Phone Number Required. The phone number of the Crowd partner contact.
Email Address Required. The email adress of the crowd partner contact.
Service Area  
Location Required. The location of the Crowd partner.
Radius (in km) Required. The radius of the Crowd partner.

When the Crowd partner has finished entering all information, click the Join button below the form.


Account Creation

After the Account Registration form has been succesfully completed, you will then receive a registration confirmation email:

Meanwhile, you will receive another email containing the following information for your initial login:

Value Description
Cloud Account The name of the Crowd owner cloud account with which the Crowd partner is associated.
User Name The name of the user associated with Crowd partner account.
Initial Password The initial password generated by the application. This can be changed after initial login.


Initial Login

Using the link provided in the email, you will then be able to login to the SAP Crowd application:

Field Description
Account Name Read-only. The name of the Crowd Owner account.
User Name Required. The user name contained in the account registration email.
Password The initial password contained in the account registration email.

Crowd Partner Master Data

After the initial login, the Crowd partner will be able to enter information for company and technician/s.

Crowd Partner Company Info

From the Partner Portal, the Crowd partner can view and edit company-related information. Most information is populated from the values entered in the Crowd partner registration form.

Here, the Crowd partner can upload all relevant company documents, such as Terms of Service, Operating License, etc. This information will then be verified and approved by the Crowd owner with remarks displayed under each of the documents.

Attention: The maximum amount of documents to upload is 1000.

Crowd Technicians

After entering the required company info, the Crowd partner will then be prompted to enter information for its technicians:

Here, you can select all skills assignments that apply to the technician, and drag and drop any skill certifications or other attachments associated with the technician. This information will then be verified and approved by the Crowd owner with remarks displayed under each of the skills.


Crowd Member Management in Crowd Workforce

After the Crowd partner has entered all information for the company and technicians, the Crowd owner will be able to select the Crowd partner record from the My Connections tab:


Verify Crowd Partner Company and Technician Info

After the Crowd partner has entered company and technician information and uploaded documents, the Crowd owner can then verify and approve/reject them.


Skills

The technician skills and certifications can then be verfied and approved/rejected in the Skills tab.

Note: by checking the skills boxes, the application will then display a ✔. By checking the ✔, the skills association and certification will be approved.


Company Documents

Next, the Crowd owner can verify, approve or reject the company documents uploaded as attachments by the Crowd partner: