Field Service

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  • 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
  • Graham Sawell
    Check out the new forms functionality - It's great11100%
    Topic posted April 26, 2019 by Graham SawellBlue Ribbon: 750+ Points, tagged API / Integration, Configuration, Mobility / Mobile Apps 
    Title:
    Check out the new forms functionality - It's great
    Summary:
    Quick overview of some of the things I've been playing with. Would be great to see what others have done!
    Content:

    If you haven't got stuck into the functionality of the new form logic that came with 19A yet, it's well worth it!

    Just finished up a small development for a client where I wanted to back out my custom plugin development and make full use of it, and it's worked flawlessly. The technicians are now able to draw, sketch, comment and generally enhance the data volume and quality of site data they capture without hardware or connectivity limitations.

    I re-purposed the signature capture as a 'sketch' pad for back-of-the-cigarette-packet drawing, and I love the new draw on photo feature, modelled by Toy Story 4 and my awe-struck daughter! With a small ICS integration, I was able to poll the subscription and move the valuable data into OSvC for > 90 day retention, and with a DBaaS replication to OAC we can even do sentiment and clustering analysis on the measurable data captured. Oracle Cloud has never felt more connected.

    Hopefully, we'll get some feature detection ML in OAC in the future and then who knows what we could do with all of those images!

    Attached some shots of it in action

    Image:
  • Ross Coundon
    Using Supplementary Characters, Pictogram and EmojiAnswered11
    Topic posted September 21, 2018 by Ross CoundonRed Ribbon: 250+ Points, tagged Configuration 
    Title:
    Using Supplementary Characters, Pictogram and Emoji
    Summary:
    How to get strings to display emoji/pictogram
    Content:

    The 18C release notes state that emoji and pictograms can be used across OFSC.  However, we're unable to get them to display.

    We've tried specifying raw codepoint such as U+1F354, equivalent unicode such as &#x1F354 and 0x1F354 but the strings are just rendered as strings. How do should these be specified or is there a separate configuration item that tells OFSC to render the emoji?

    The release notes refer to the documentation but this feature isn't mentioned, as far as we can see.

     

     

    Version:
    18C Service Update 7
  • Adam
    unschedule_activity actionAnswered10
    Topic posted May 21, 2019 by AdamSilver Medal: 2,000+ Points, tagged Configuration 
    Title:
    unschedule_activity action
    Summary:
    how unschedule_activity works?
    Content:

    I am understanding how unschedule_activity action works. I went through post: https://cloudcustomerconnect.oracle.com/posts/ec4d2170c5 and also https://docs.oracle.com/en/cloud/saas/field-service/19a/famsc/setting-properties.html#r_unscheduleActivityActions but I am not sure how this will work. My requirement is to move all the activities residing in a bucket to be moved to next day. I did setup a message scenario on my OFSC environment but it is kind of not working. The messages are stuck in queue as shown in the attached image.

    I tried following:

    1. Added message scenario on Add activity. Added 'unschedule' in the message and ' unschedule_activity' in the body. The message scenario did work but nothing happened to activity.
    2. Added message scenario on Add activity. Added 'action' in the message and ' unschedule_activity' in the body. The message scenario has message stuck in the queue.

    I am using sending time as 'time of event' for both of above.

    Update:

    Adding one more question with this. Can I create activities as non-scheduled in the buckets so that they can be moved to future dates at any day from a past date?

    Any help please?

    Version:
    19B
    Image:
  • Madhumitha Thinakaran
    Working on past activityAnswered10
    Topic posted March 13, 2019 by Madhumitha ThinakaranBlue Ribbon: 750+ Points, tagged API / Integration, Configuration, Dispatch Functionally, Resource Management 
    Title:
    Working on past activity
    Content:

    Hi Gurus,

    As per OFSC functionality we know that the past activity cannot be moved or cloned. That particular activity will stay in the technician bucket forever. 

    Is there any way to move the past activity. In our customer scenario the technician may not start the activity in the allocated day. In case if he misses to reschedule the activity what are the cases to clone/move the activity to the current date without making the activity to stay in past date without any response.

    Thanks,

    Madhu

  • Anil Kumar
    Add Buttons/Tabs/Plugins to "Add Activity" Screen...9
    Topic posted March 11, 2019 by Anil KumarBlue Ribbon: 750+ Points, tagged Configuration, Mobility / Mobile Apps, Resource Management 
    Title:
    Add Buttons/Tabs/Plugins to "Add Activity" Screen for Technician in 19A
    Summary:
    How to Add Buttons/Tabs/Plugins to "Add Activity" Screen for Mobility for Technician in 19A
    Content:

    Hi,

    How to Add Buttons/Tabs/Custom Plugins to "Add Activity" Screen for Mobility for Technician. This is Visual Form Editor Layout and i did not see the feasibility to add Button, Tabs or Custom Plugins in 19A. Screenshot attached for your reference. Please help me.

    Thanks,

    Anil

    Version:
    19A
    Image:
  • Anil Kumar
    Custom Action Name is not visible in Screen layout9
    Topic posted February 7, 2019 by Anil KumarBlue Ribbon: 750+ Points, tagged Configuration, Mobility / Mobile Apps 
    Title:
    Custom Action Name is not visible in Screen layout
    Summary:
    Custom Action Name is not visible in Book New Activity Screen layout
    Content:

    Hi,

    I have created an Action Name as shown in the attached screenshot and associated the Action Name as button into Book Activity Screen in the Version 18D. But after the instance upgrade to 19A, i was not able to see the custom button on Book Activity Screen and also i was not able to find the Actions Tab in Screen Layout to add it again. Please find the two screenshots (Action Screen & Book Activity Screen Layout) attached for your reference.

    Thanks,

    Anil

    Version:
    19A
    Image:
  • Adam
    Teamwork and Creation in Bucket9
    Topic posted December 11, 2018 by AdamSilver Medal: 2,000+ Points, tagged Configuration 
    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
  • 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?

  • Anil Kumar
    Missing Action Links in the latest release 19AAnswered7
    Topic posted February 7, 2019 by Anil KumarBlue Ribbon: 750+ Points, tagged Configuration, Mobility / Mobile Apps 
    Title:
    Missing Action Links in the latest release 19A
    Summary:
    Not able to find Action Links in the latest Release 19A
    Content:

    Hello,

    In the latest version 19A, OFSC introduced new section "Forms & Plugins" where we can create new forms/screens and manage plugins. But i was not able to find the Action Links. In previous version 18D we used to create Actions Links and associate Plugins to these links in Action Management Section. Screenshots of both the versions mentioned above are attached for your reference. Please help me.

    Thanks,

    Anil

     

    Version:
    19A
    Image:
    Document: