Field Service

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  • ajinkya patil
    Operations Manual for Oracle Field Service Cloud...Answered7
    Topic posted September 18, 2018 by ajinkya patilRed Ribbon: 250+ Points, tagged API / Integration, Capacity / Quota, Collaboration, Configuration, Dashboard / Reporting, Dispatch Functionally, Inventory / Parts, Learning / Statistics, Mapping, Mobility / Mobile Apps, Resource Management, Routing / Optimization 
    Title:
    Operations Manual for Oracle Field Service Cloud (OFSC)
    Summary:
    Need a Operations Manual for OFSC
    Content:

    Hi Community,

       It would be great if anyone could send me the sample operations manual on Oracle Field Service Cloud.

     

    Thank you. 

  • Jenni Gill
    Quota managemnt for new capacity category1
    Topic posted July 7, 2017 by Jenni GillRed Ribbon: 250+ Points, tagged Capacity / Quota 
    Title:
    Quota managemnt for new capacity category
    Content:

    Hello

    I need to apply a new capacity category with a new work skill that limited resource will have, previously all resources were skilled to do all job types therefore we have only had one capacity category. How can I now configure the capacity bucket so that we can calculate the correct number of quota minutes for the resource in the bucket who are skilled for each capacity category and take into account unavailabilitys which we apply as an internal activity to the resource. Here are the two issues I am finding at the minute

    Quota by capacity category setting

    Setting 1) Quota is entered as % of maximum capacity available in this category

    Pros –   Calculates the correct quota minutes for the amount of capacity in the bucket that has that work skills. This is good as it means quota can be set without knowing what shifts the resources in the bucket work.

    Cons – Does not count other activities into capacity quota calculation which may lead to overbooking and means every time any person has an Internal activity applied it becomes very manual for the diary team who then need to adjust all capacity quotas.

    Setting 2) Quota is entered as % of quota defined on a parent level

    Pros -  Other activities are considered Quota % are calculated from max Available-Other activities

    Cons – Quota for that capacity category can be opened even if there is no resource open that is skilled on that day. I.e total quota minute 200 if you open capacity 'commercial' as 50% quota will open for 100 minutes even if no one is working that day who has that skill.

     

    Any advice would be greatly appreciated.

    Thanks

    Jenni

    Version:
    Oracle Field Service Cloud 17.2
  • Erlin Garcia
    reorder orders from toa mobileAnswered7
    Topic posted September 20, 2019 by Erlin GarciaBronze Medal: 1,250+ Points, tagged API / Integration, Capacity / Quota, Collaboration, Configuration, Dashboard / Reporting, Dispatch Functionally, Mobility / Mobile Apps, Resource Management, Routing / Optimization 
    Title:
    reorder orders from toa mobile
    Summary:
    In toa mobil, can the technician change the order of the orders?
    Content:

    Hi.... 

    In toa mobil is there a possibility that the technician can move the orders and organize the route?

     

    That is, the technician has a list of 60 orders, and he wants to be able to put order in them, to start them at his convenience, by proximity between one and the other.

     

    This is possible?

  • Adam
    Routing Strategies > Top down approach1
    Topic posted December 9, 2018 by AdamSilver Medal: 2,000+ Points, tagged Capacity / Quota, Configuration, Resource Management, Routing / Optimization 
    Title:
    Routing Strategies > Top down approach
    Summary:
    Routing Strategy among global bucket to Regional Buckets
    Content:

    Our activities will be created from Sales Cloud. We have resource tree structure as explained in the thread: https://cloudcustomerconnect.oracle.com/posts/cb56127664. Please can you guide about best approach about assignment of newly created activities in Field Service? The assignment will be based on a 3digit Region Code. That is we have regional buckets and whenever an activity will be created we will create it in some Global Bucket and after that we will run a routing profile to assign activities to Regional buckets. So when a regional manager will login he will see all the activities for his region which he will manually assign to his team. We are not having routing profiles for resources. Just regional buckets should get the activities.

    Version:
    18D
  • Erlin Garcia
    See order identifier, when suspending activity.Answered3
    Topic posted July 9, 2019 by Erlin GarciaBronze Medal: 1,250+ Points, tagged API / Integration, Capacity / Quota, Collaboration, Configuration, Dashboard / Reporting, Dispatch Functionally, Mobility / Mobile Apps, Resource Management, Routing / Optimization 
    Title:
    See order identifier, when suspending activity.
    Summary:
    See order identifier, when suspending activity.
    Content:

    Hello,

    Our client is using the identify activity by to randomly select work orders.

    https://www.screencast.com/t/icZwGqM7j5zw

    This field only comes out at the moment of finishing the order and from there the technician can choose which order to attend.

    https://www.screencast.com/t/lmpgiGYit

    When suspending the order does not come out

    https://www.screencast.com/t/KndITUyg0Oj

    Can we make use of this, in the navigation along the screens?

    Thank you.

  • Foad Mobini Kesheh
    Setting Quota thru API for specific timeslots1
    Topic posted May 10, 2018 by Foad Mobini Kesheh, tagged Capacity / Quota 
    Title:
    Setting Quota thru API for specific timeslots
    Content:

    Hi,

    I need to automate changes in Min Quota acording the service volume. Our system is setup to work with timeslots, but, I couldn't find a way to set the minimum quota of each timeslot.

    Does anyone know how to do it?

     

    Version:
    Oracle Field Service Cloud Service 18A
    Code Snippet:
  • Adam
    Setting up resource tree12
    Topic posted November 30, 2018 by AdamSilver Medal: 2,000+ Points, tagged Capacity / Quota, Configuration, Resource Management 
    Title:
    Setting up resource tree
    Summary:
    Best practice for resource tree setup
    Content:

    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.

     

    Version:
    18D Service Update 3
  • Sachin Rathod
    Stop booking activities once quota consumed is 100%1
    Topic posted September 12, 2016 by Sachin RathodBlue Ribbon: 750+ Points, tagged Capacity / Quota 
    Title:
    Stop booking activities once quota consumed is 100%
    Content:

    Hi,

    I have enabled %stop booking for a time-slot/Capacity Category combination. So once Quota used = Total quota for a time-slot/capacity category combination no activity should be created.

    1. When get_capacity is executed using Capacity Management API, it ensures no quota details are sent for that.

    2. But when I try to create activity using Inbound Interface API, it allows to create activity and due to which the used quota exceeds total quota defined for that time-slot/capacity category combination for that day.

    Is there any way I can stop booking at 100% through interface? I am using Inbound interface to create an activity.

     

     

     

    Version:
    16.2
  • Erlin Garcia
    UNABLE TO CALCULATE WORK SKILL ID FOR GIVEN FIELDS1
    Topic posted October 9, 2019 by Erlin GarciaBronze Medal: 1,250+ Points, tagged API / Integration, Capacity / Quota, Collaboration, Configuration 
    Title:
    UNABLE TO CALCULATE WORK SKILL ID FOR GIVEN FIELDS
    Summary:
    UNABLE TO CALCULATE WORK SKILL ID FOR GIVEN FIELDS
    Content:

    Good afternoon

    Any information related to this error please?

    https://www.screencast.com/t/vzH8I6iCk

    "UNABLE TO CALCULATE WORK SKILL  ID  FOR GIVEN FIELDS "

    Thank you

  • Erlin Garcia
    User Type SettingsAnswered1
    Topic posted October 22, 2019 by Erlin GarciaBronze Medal: 1,250+ Points, tagged API / Integration, Capacity / Quota, Collaboration, Configuration, Dashboard / Reporting, Dispatch Functionally, Learning / Statistics, Mapping, Mobility / Mobile Apps 
    Title:
    User Type Settings
    Summary:
    User Type Settings
    Content:

    Good Morning,

    Someone with this problem or some guidance please.

     

    In the types of users, I made a copy of an administrator profile (see image 1) but when modifying (removing the option "Message scenarios) I am affected by the 2 profiles .............. that is, by deleting in profile 1 the option "message scenarios" is deleted in profile 2 and I don't want to.

     

    Should not.

    Your help please.