FieldEx is an integrated asset and field service management system built to help companies manage operations across job workflows, assets, inventory, sites, projects, and users. Administrators play a critical role in setting up the environment, maintaining control over configuration, and supporting operational users such as Planners, Technicians, and Supervisors.
This article explains:
The major modules in FieldEx
The scope of an Admin’s responsibilities
Where to go in the system to configure or troubleshoot
Platform Scope
FieldEx combines key capabilities of:
CMMS (Computerized Maintenance Management System)
FSM (Field Service Management)
Asset Lifecycle Management
Job Dispatching and Technician Scheduling
Inventory and Spare Parts Control
FieldEx is accessible via web and mobile, with real-time syncing across modules and user roles.
The Admin’s Role
As a FieldEx Administrator, your responsibilities typically include:
Setting up the initial structure: Users, Roles, Teams
Managing configurations across Assets, Sites, Projects, Inventory, and Workflows
Controlling visibility and access permissions by role
Maintaining master data like Faults, Statuses, Templates, and Notifications
Importing/exporting data and troubleshooting user issues
Tip: Your role is to make the platform feel “invisible” to users—by configuring it correctly so planners, technicians, and back-office staff can focus on operations, not system setup. |
Where to Go: Admin Setup Areas
Here are the core setup zones you’ll work with as an Admin:
Area | Path | What You Configure |
Users & Roles | Settings > Users | Create users, assign roles, configure permissions and access |
Modules | Settings > Modules | Enable/disable modules, customise fields, picklists, templates |
Inventory Setup | Settings > Inventory | Create Locations, Zones, Bins, reorder levels, stock transfers |
Job Order Workflow | Settings > Job Orders | Job types, statuses, templates, smart assign, fault-resolution mapping |
Checklists | Settings > Workflow > Checklists | Create checklists, configure triggers, assign to asset types |
Automation & Notifications | Settings > Notifications | Configure event-based alerts, rules, and reminders |
Data Import/Export | Setup > Import/Export | Bulk upload records, extract system data, troubleshoot import errors |
Troubleshooting Common Issues
If users report problems, here are some areas to check first:
User Role: Do they have access to the required module or field?
Job/Asset Visibility: Are filters or team restrictions blocking their view?
Picklist Configuration: Are the correct statuses or types linked for that workflow?
Checklist Filters: Is a checklist not showing due to asset type mismatch?
Inventory Transfer: Is the user part of an approved group or missing bin access?
Use admin access to impersonate users or view detailed logs to isolate issues.