Field Service

Get Involved. Join the Conversation.

Posts

  • Vi Giout
    Sharing activities between technicians5
    Topic posted May 20, 2019 by Vi GioutBronze Medal: 1,250+ Points, tagged Configuration, Dispatch Functionally, Mobility / Mobile Apps, Resource Management 
    Title:
    Sharing activities between technicians
    Content:

    Apart from the route assigned to each technician we would like to have a pool of low priority activities common to all the technicians of the group. They should be visible and available to all so whenever technicians have the time or pass by a certain region they can check them, pick one and start it.

    Do you have any ideas on how we could implement that?

    There is one idea about having a different bucket for all these low priority activities, visible to all resources. But I think that this wont be very practical to switch back and forth between technicians route and the bucket. Also I dont see a way to see the technician's route and the other bucket's activities on the same map view. 

    We were also checking the teamwork functionality but as far as I understand it, this is something that is done by the dispatcher and has to do with a specific activity only. 

  • Graham Sawell
    OFSC Open Source Developments - Data Loader100%
    Topic posted May 4, 2019 by Graham SawellBlue Ribbon: 750+ 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:
    OFSC Open Source Developments - Data Loader
    Content:

    Hello OFSC community. A few have asked me about using the data migration and management tool I built for OFSC. Apologies if I didn't respond, I have just been very busy. I'd like to open source the project, that way we have the best chance of keeping up with the rapid pace of development, and it starts to build a free and healthy open source culture in the community.

    I have some other projects I'd like to open source, including a collaboration event triggering system for the new 19B patch, which I'm very excited about.

    I'm keen to learn if there are others in the community who invest any of their time in an open source group. It would also be good to connect with users, both those who have some spare time to help test, document, and who would like a voice in driving an open source roadmap supplementing OFSC's fantastic capabilities.

    I put a lot of thought into making the data loader as dynamic as possible, which means that it has features like synchronisation with the metadata API, so the moment you add a new field in OFSC, it is available in the tool. I'm working on tools to batch load testing/dummy data for easy routing trials!

    I have a couple of points to iron out on deployment and security with the help of the OFSC team, so if anyone would like to get early access then please get in touch.

    Image:
    Document:
    Document:
    Document:
    mapper.png (133KB)
    Document:
  • Johnny Barton
    Only order activities by Service Window
    Topic posted April 9, 2019 by Johnny BartonRed Ribbon: 250+ Points, tagged Configuration, Dispatch Functionally, Mobility / Mobile Apps, Routing / Optimization 
    Title:
    Only order activities by Service Window
    Summary:
    How can we configure OFSC to only order appointments based upon the service window?
    Content:

    Hi OFSC brains!

    I've been doing a proof of concept in one of our offices and the one area where we seem to be tripping up is the ordering of appointments - we are adding quite a lot manually still as workers need to be add sessions that aren't booked programatically and as we have clients coming to our buildings we are using small 5 minute service windows to signify the start.

    This works fine in most cases - the problem we are having is with the "Position in Route" where some sessions seem to be automatically placed at the start or end of the day. This seems to be when the day is otherwise empty so there is no option of before or after another activity.

    I have tried removing the drop down altogether on the recommendation of support and scoured he documentation all to no avail. Any top tips to action what should essentially be an OOTB config gratefully received.

    Any way of auto setting the end of the Service Window based upon a single time entry would also be a win!

    Thanks, Johnny

    Version:
    19A
  • Vi Giout
    Search activities in the pastAnswered1
    Topic posted April 4, 2019 by Vi GioutBronze Medal: 1,250+ Points, tagged Configuration, Dispatch Functionally, Mobility / Mobile Apps 
    Title:
    Search activities in the past
    Content:

    We cannot search activities in the past. Is it not supported or is it something not configured properly from our part? We are using OFSC application screens for the Dispatcher role. I cannot find any mention of this on the documentation https://docs.oracle.com/en/cloud/saas/field-service/19a/faaca/dispatcher-activities.html#t_searchforactivity

    Version:
    19A
  • Vi Giout
    Complex resource calendars using application screens3
    Topic posted April 2, 2019 by Vi GioutBronze Medal: 1,250+ Points, tagged Configuration, Dispatch Functionally, Mobility / Mobile Apps 
    Title:
    Complex resource calendars using application screens
    Content:

    Using Calendars from the new application screens (from mobility) https://docs.oracle.com/en/cloud/saas/field-service/19a/faaca/dispatcher-activities.html#c_managingresourcecalendars 

    1. is it no longer possible to have more complicated recurrence with calendars entries? for example repeat for every weekday with the repeat weekly option that we had before (screenshot).

    2. cant we delete a calendar entry? I only see option to edit

    Version:
    19A
    Image:
  • Gaston van de Weijer
    AutoRouting: limit resource time1
    Topic posted April 2, 2019 by Gaston van de Weijer, tagged Configuration, Dispatch Functionally, Resource Management, Routing / Optimization 
    Title:
    AutoRouting: limit resource time
    Summary:
    How do I limit the time of a resource to two random days?
    Content:

    Hi! 

    For the current support I'm providing, I have to enable AutoRouting in Field Service Cloud. I've got two types of resources: resources that for level 1 maintenance and level 2 maintenance. Since the L2 maintenance resources are more expensive, I can only use them for two days. It doesn't matter if that's a Mo-Tu, or Mo & Fr, or any other combination: just two days. L1 engineers have full availability and should be planned first.

    Is there any way that I can set this restriction? Help is much appreciated!

    Cheers!

     

    Version:
    19A
  • Vi Giout
    Set time using application screens4
    Topic posted March 22, 2019 by Vi GioutBronze Medal: 1,250+ Points, tagged Configuration, Dispatch Functionally, Mobility / Mobile Apps 
    Title:
    Set time using application screens
    Summary:
    Set time using application screens
    Content:

    Hello all! We are working with the new application screens for the dispatcher role.

    Has anyone found how users can edit route activation/deactivation times - activity start/end times etc? I am wondering if we have something misconfigured or if this is not possible when working with application screens.

    Version:
    19A
  • Vi Giout
    Using actions in Manage from Mobility for Dispatchers4
    Topic posted March 20, 2019 by Vi GioutBronze Medal: 1,250+ Points, tagged Configuration, Dispatch Functionally, Mobility / Mobile Apps, Resource Management 
    Title:
    Using actions in Manage from Mobility for Dispatchers
    Summary:
    Using actions in Manage from Mobility for Dispatchers
    Content:

    We are trying to switch to using Mobility instead of Legacy Manage for Dispatchers since this is what is advised from Oracle regardless of the user type. I have some questions about the Manage screen since compared to the standard Dispatch Console, Manage seems to lack some possibilities:

    We have added actions such as activate route from the Resource hint configuration (this is the only place which it seems that can be configured in Manage). But the only things that we can still do from the Resource hint is use the resource info and resource route buttons.

    https://docs.oracle.com/en/cloud/saas/field-service/19a/famcu/working-with-time-view-in-mobility.html#c_aboutResourceHints

    So these actions are available for using them from the configuration but does not actually display? 

    Version:
    19A
  • Vi Giout
    Search activity using activity idAnswered4
    Topic posted March 18, 2019 by Vi GioutBronze Medal: 1,250+ Points, tagged Configuration, Dispatch Functionally 
    Title:
    Search activity using activity id
    Summary:
    Search activity using activity id
    Content:

    We are setting up the activity search (from Business Rules) and we have noticed that it does not work with the activity id (aid). Otherwise the search is functional even with custom properties.I searched the documentation

    https://docs.oracle.com/en/cloud/saas/field-service/19a/faadu/configure-oracle-field-service-cloud.html#t_define_search_fields_for_core_manage

    https://docs.oracle.com/en/cloud/saas/field-service/19a/faaca/dispatcher-activities.html#t_searchforactivity

    and did not find any mention that it only works for certain fields or if it need some sort of extra configuration. Does anyone know how this works or can verify if that is not supported?

  • DL
    Custom Forms Actions1
    Topic posted March 14, 2019 by DL, tagged Configuration, Dispatch Functionally, Mobility / Mobile Apps 
    Title:
    Custom Forms Actions
    Summary:
    Add Action on Custom Form
    Content:

    Hello,

    I am trying to figured out if is it possible to Submit a Custom Form 1, and then opens a Custom Form 2. I need to create a workflow between 2 Custom Form  without reopen the inicial Screen, like Activity Details > Custom Form 1 > Custom Form 2

     

    Thank you