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    Setting up resource tree
    Topic posted November 30, 2018 by AdamSilver Medal: 2,000+ Points, tagged Capacity / Quota, Configuration, Resource Management 
    80 Views, 12 Comments
    Setting up resource tree
    Best practice for resource tree setup

    We are configuring our field service application for one of our client. Please advise about best practice i should follow to setup resource tree for  the activities management. The details for the company and its business as follows:

    • Company has multiple locations word wide
    • Each location/country manages its own operations
    • Each location/country is divided into regions (say reg01, reg02, .. reg0n)
    • Each region is managed by a Regional Manager (RM)
    • Each RM has its team of field resources (Driver, technician etc)
    • Each RM has trucks which dispatches for work along with driver, technician etc
    • When the truck goes on field to work it also uses inventory
    • Sometimes one truck is send or sometime more than one.
    • AM also wanted to see how much capacity he has in a point in time. Its free and occupied resources.

    Please advise how to setup my resource tree to accomplish above in a flexible way. Thank you.


    18D Service Update 3



    • Zsolt Tolgyesi

      Hi Adam,

      IMO for example:

      |-> Country A
            |-> Region A1
                 |-> Resources
            |-> Region A2
            |-> Fallback A
            |-> Reschedule Bucket A
      |-> Country B
            |-> Region B1
            |-> Fallback B
            |-> Reschedule Bucket B

      If the regions also has smaller parts, for example cities, where the technicians aren't allowed to work at both cities on the same day, then a smaller part also may necessary for example Area A1, Area A2 and so on.


    • Adam

      Thank you Zsolt, this is helpful.

      Please can you guide about the purpose of Fallback buckets?

      • Zsolt Tolgyesi

        Glad to help.
        Of course. You can't deny within OFSC to get an activity from middleware (for practical reason, while you put the activity in one side and need to appear on the other side), even when you foreseen some data is bad or mismatch on the activity. For example you get an Install activity without products. So you can configure some rules in the middleware to put those activities into Fallback, then the OFSC users (dispatchers for example) constantly monitoring those buckets and report/repair bad activities. Without this, maybe the first one who will facing this issue will be the technician (who got activities automatically by Routing), who hasn't much ways to repair a bad activity and other choice is to close as a "Not done" which may result client satisfaction lost, because new track roll is necessary.
        The Reshedule Bucket is where the other resources are (for example dispatchers and administrators) who is also able to close activities in OFSC, but aren't technicians who goes to the field. The reason is those guys handling activities from OFSC side exclusively.

    • Adam

      Thank you Zsolt. 

      Please can you guide about putting resources of same kind ( operators, trucks) in the Resource Tree. That is, should we keep them under a group or leave them open? Let suppose for a region, there are 500 trucks then it will be a huge list and with group the supervisor can collapse the resource hierarchy. 

      • Zsolt Tolgyesi

        Sorry but it's getting difficult to give you a good guidance. I believe it's better to look for Oracle's help on planning a full implementation.
        You can make "unlimited" amount of groups and put resources there, but maging the changes on a base where 500 cars are will be difficult anyway. As my experience, the first thing is to look how field operation is works without digital tools (how they make assignments between resources and technicians and work orders; how they planning the work for future days and so on).

        • Adam

          Sorry for not providing helpful information.

          Our client is in business of hydrovac and they use to send hydrovac trucks to the customer locations with crew members for the jobs.

          Currently they have following reporting structure:


              |-> Country Segmation ( central etc)

                     |-> Regions

                           |-> Areas

                                  |-> Resources (Trucks / Operators)

          Booking is based on trucks. And each truck can have up to 4 crew members (operators). Here each area supervisor is responsible for the jobs of his area and he creates / assign these jobs manually by himself. On job completion, one of the crew member is used to complete the forms and gets the signature etc and update the area supervisor.


          • Zsolt Tolgyesi

            Thank you, clear now, not an easy case. So my solution is to have main activities assigned to trucks by Routing, one main activity has as many automatically created assist activities as its requires which can also assigned by Routing for operators. If the teams are changing within the day (I mean one truck starts with 4 crew members, and after that job, the next one is requires only 2 members), then a middle activity may necessary with a filled address also to provide time/travel for the team change.

            • Adam

              Thanks Zsolt. We are implementing this approach and showed to customer. Only problem is they are scheduling manually and they don't want auto scheduling. Since they are scheduling manually, they do are not happy to schedule too many activities for a single job. We are kind of thinking to revamp this solution to make them easy for the user. This is indeed a working solution but they want more simplicity. Please can you give guidance on this a step further?

              • Zsolt Tolgyesi

                Sorry, just one more left: after manually created the activity, trigger a message scenario for the middleware to make the required amount of assisting activities based on the main activity data.

                • Adam

                  Noted. But the problem lies when the user will have to schedule assisting activities as well. Middleware will create assisting activities and put them in a bucket and user will have to assign to technicians manually again :(