Field Service

Get Involved. Join the Conversation.

Topic

    Adam
    Teamwork and Creation in Bucket
    Topic posted December 11, 2018 by AdamSilver Medal: 2,000+ Points, tagged Configuration 
    32 Views, 9 Comments
    Title:
    Teamwork and Creation in Bucket
    Summary:
    Functional Understanding on Teamwork and Creation in Bucket
    Content:

    Activities which can be performed in team cannot be assigned to buckets. I don't understand this as per functional and business point of view.

    Please can anyone explain this?

    Version:
    18D

    Comment

     

    • Zsolt Tolgyesi

      Hi Adam,

      Because this isn't just an activity creation, but a team creation when you need to specify the participants also. You're maybe looking the linked activity functionality, where for example you will have a main activity and a second assist activity which are linked together.
      https://docs.oracle.com/en/cloud/saas/field-service/18d/faadu/configuring-oracle-field-service-cloud.html#c_linkTemplates

      Regards,
      Zsolt

    • Adam

      Thanks Zsolt.

      If we go with linked Activities and will it be possible for the assisting activities to assign the same time slot as the main activity automatically?

       

      • Zsolt Tolgyesi

        Yes, but depend on your implementation.
        In our setup, we have main and second technician activities linked together with the start, have exactly the same data, only activity type is different, on CRM side only the main activity is matter.
        Zsolt

    • Adam

      Thank you Zsolt, this is helping.

      Please can you advise on below:

      • second technician activities linked together with the start, have exactly the same data

      So when you try to create a team then you create the assisting activity and auto populate the data or dispatcher needs to enter all the data manually?

      • on CRM side only the main activity is matter.

      This is perfect but what you do with the assisting/non primary activities? You leave it on the discretion of field operators to close them or have some business rules to auto close those activities as well? Please can you write your flow that how you create the activities, how they are assign and post activity steps? This will help me.

      Thanks

      • Zsolt Tolgyesi

        Data auto populated from CRM, where all activities are created. Second technician activities also routed to technicians as all client related ones, technicians closing their activities, but only the main activity is matter in CRM. This is the flow :)
        Zsolt

    • Adam

      Thank you Zsolt and sorry as well for sticking to my same problem and pain :) How your CRM is assigning your activities to team? I mean let suppose you have two technicians (T1 and T2) and they need to work in a team. How CRM is assigning activities to this team (T1 is lead T2 is assisting) ?

      • Zsolt Tolgyesi

        Activities assigned by OFSC's routing engine based on technician skills (and other things also considered, for example home location, Work Zone and so on).
        Zsolt

        • Adam

          I am interested to know how your CRM is managing assisting activities. I am looking a way to manage assisting activities in a better way because we will using manual scheduling.

          • Zsolt Tolgyesi

            It's not a big deal on that side, because I think we can make two WO for the same address in any CRM, then one can have product to install and the other can have just a flag to provide an information for Middleware for activity type labels. Business rules (which activity closing need to result closing on the other side, and which data need to be provided) specified in the Middleware.
            Zsolt