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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
  • 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?

  • 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. 

  • Chris Phillips
    Considering Travel times using Capacity5
    Topic posted February 28, 2019 by Chris PhillipsSilver Medal: 2,000+ Points, tagged Capacity / Quota 
    Title:
    Considering Travel times using Capacity
    Summary:
    How to consider the location of activities already booked using capacity
    Content:

    Hi all,

    For those community members using the Capacity module in OFSC, im wondering if you can assist...

    My organisation is currently exploring the use of Capacity in order to book customer facing appointments. We have opted for Availability based booking which will return to our external booking system availability based on Quota and Capacity.

    Based on my understanding of availability based capacity, i know that it will consider what resource's time has already been consumed by previously booked activities, which are either routed or remain in the parent bucket.

    But in order to try and minimise operational costs through travel, I was hoping that there is a way that we can return "preferential" options to our booking system based on where previous activities have been booked.

     

    So for illustration... 

    On Monday we have 3 activities booked for Location A

    On Tuesday we have 3 activities booked for Location B

     

    A new customer requires an appointment at Location A. 

    Based on Quota and resource capacity, we are still able to offer either Monday or Tuesday to the customer. From my experience so far, both days will be returned to our booking system with no indication to say it would actually be more preferable to book the activity for Monday as our resource will already be in Location A on that day.

     

    Ultimately, we can attend to the customer on either day, but from an efficiency perspective, it makes more sense for us to suggest Monday to the customer.

     

    I hope that illustration makes sense. 

     

    My question would be, are there any experienced users in the community who have tackled this challenge when using capacity? If so, can you share potential options?

    Looking forward to a response on this one.

     

    KR

    Chris 

    Version:
    19A
  • Adam
    OOTB features, limitations and Customization Options for...5
    Topic posted December 9, 2018 by AdamSilver Medal: 2,000+ 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:
    OOTB features, limitations and Customization Options for Field Service
    Summary:
    What are the customization options available for Field Service
    Content:

    I am trying to evaluate Oracle field service cloud for the out of the box functionalities, its limitations and customization options. So far i know following:

    Features:

    • Activity Setup & Management
    • Inventory & Resource setup
    • Forecasting
    • Routing rules
    • Mobile application
    • Notifications ability

    Customizations :

    No real customization option available other than plugin which is just like calling outbound webservice.

    Limitations:

    • Limited to 04 entities only.
    • Cannot define custom entity
    • Cannot mention which services items technician is going to deploy on the customer site (e.g. Activity to Service Items relation: 1:M)
    • Cannot write script behind custom buttons

    Dear experts, please can you extend the list and also make corrections of mine? thanks

     

    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.

  • Haroldo Nozaki
    Get OFSC capacity considering activities already assigned to...3
    Topic posted January 24, 2019 by Haroldo NozakiRed Ribbon: 250+ Points, tagged Capacity / Quota 
    Title:
    Get OFSC capacity considering activities already assigned to resources.
    Summary:
    Considering allocated activities
    Content:

    We need to get the OFSC avaliable capacity considering the quota and the activities that are already assigned to resources. When consulting the capacity it returns fullfilled avaliable capacity even when resources has scheduled activities, 
     

  • Braulio Rodriguez
    Mass populate quota3
    Topic posted April 25, 2018 by Braulio RodriguezBlue Ribbon: 750+ Points, tagged Capacity / Quota 
    Title:
    Mass populate quota
    Content:

    Hi community. 

    Could someone explain me how to fill the quota using mass populate please?

    I'm doing this, I fill one or more blanc space >  save > go to "mass populate" > select copy week to week > apply > and save on the quota window.

    But is'nt work, I appreciate the help.

    Version:
    18A
  • Sachin Rathod
    How does capacity/time intervals work ?350%
    Topic posted June 13, 2017 by Sachin RathodBlue Ribbon: 750+ Points, tagged Capacity / Quota 
    Title:
    How does capacity/time intervals work ?
    Content:

    Hi All,

    I am trying to see whether I can make capacity intervals (Configuration --> Business Rules --> Quota Management --> Capacity Intervals)  work.

    I added couple of capacity intervals which are not same as time-slots. e.g. 09:10 - 10:30 as capacity intervals.

    When I went to bucket enabled for Quota Management (Dispatch --> Quota then View --> View Capacity) I could see against each capacity category / capacity intervals combination capacity, hours for each interval. Please note these are totally different then time-slots. As shown in screen shots.

    Now when I try to find the capacity using REST API  -- /rest/ofscCapacity/v1/activityBookingOptions

    I am getting response as

    "date": "2017-06-13",
                "areas": [
                    {
                        "label": "South_East",
                        "name": "South East ATT Bucket",
                        "reason": "noCapacity",
                        "bucket": "South_East",
                        "timeZone": "Etc/GMT"
                    }

    I am not sure how to add quota for these booking/time/capacity intervals and how do I make it work to see capacity/quota available using the REST api.

    API Request = https://api.etadirect.com/rest/ofscCapacity/v1/activityBookingOptions/?dates=2017-06-13,2017-06-14&activityType=DEINSTALLATION&postalCode=63043&determineCategory=true&minTimeBeforeArrival=10&determineAreaByWorkZone=true&estimateDuration=true&estimateTravelTime=true

    Attached screen shots for reference

    1. Capacity Intervals configuration

    2. Quota details for that bucket.(2 snapshots a. config and b. capacity details)

    3. API request/response

    Please let me know how can I get response using API ActivityBookingOptions when I am using Capacity/Booking Intervals options and not time-slots.

  • Ramesh Sirisala
    Not able to see Quota at Bucket level3
    Topic posted May 27, 2017 by Ramesh Sirisala, tagged Capacity / Quota 
    Title:
    Not able to see Quota at Bucket level
    Content:

    HI, 

    I am not able to see Quota and corresponding Capacity details at Bucket level.The Bucket which has been created is Quota enabled.

    Kindly let me know if I missed any pre-requisite setup. PFA Screenshot.

    Version:
    17.2 Service Update 2 (Build 17.2.2.19.3)
    Document:
    28664Quota_Issue.JPG (86KB)

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