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Oracle 21C User Manual

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Oracle Field Service
Using Core Application
Chapter 2
Dispatcher Activities
Non-movable section
You see the Non-movable section when you cannot assign an activity to the current resource. For example, let’s say you
try to drag-and-drop an activity to a resource that is set as 'Forbidden' for the activity. The activity is then displayed in
the Non-movable section and you cannot drag it to other sections as well.
Move an Activity Using the Assignment Assistant
You can move activities from one resource to another, one bucket to another, a bucket to a resource, or a resource to
a bucket. You can move a single activity or multiple activities at once. For your convenience, the procedure to move
activities is split between two pages, Main and Route details. Use the Main page to determine the specific resource for
which you can assign the activity. And, use the Route details page to make additional adjustments such as reordering
or setting as not ordered. If you want to move an activity that is En route, you must stop the travel, change its status to
Pending, and then move it. This procedure describes how to move a single activity; you can use the same procedure to
move multiple activities.
1. Select the activity that you want to move from the Activity details, activity hint on the Dispatch Console, List
view, or Map view page.
The Assignment Assistant appears and shows the resources that match all the criteria required to move the
activity. The resources are sorted on the route impact; the resource with the most optimal route impact is at the
top. The order of resources is affected by these factors:
Route impact (activity duration + travel time)
Resolved activity coordinates
Distance from the selected activity to the activities in the resource’s route and Start/End/Home location
Resource Work Zone match
Accuracy of the travel statistics data
If you are move an activity by dragging and dropping, and the target resource matches all the criteria, then the
application simply moves the activity to the target, without displaying the Assignment Assistant.
2. Review the route impact and the idle time of the resources.
3. By default Show all is disabled. Click it to view all the resources, regardless of whether they match the required
criteria.
4. Determine the best resource to which you can assign the activity.
5. Click Assign.
The activity is assigned to the selected resource. The activity that is moved is highlighted with a darker
background. When you move a not ordered activity, it is shown as ordered on the Main page and the Route
details page. Therefore, the count of not ordered activities is not changed on the Main page. However, when
you move a not ordered activity to a bucket, the activity status ordered or not ordered is retained.
6. Make further adjustments using the Route details page:
a. To set the activity as not ordered, just drag and drop the activities to the Not ordered section. Or, click
the stack icon and then click Set not ordered.
b. To cancel the move, click the stack icon and then click Do not move. The activity is removed from this
page and is not assigned to technician. Do not move is not available when only one moved activity
remains on the page.
c. To reorder the activities within the route, simply drag and drop the activities to the required position.
d. To save the changes, click Assign. Let’s say you have moved a not ordered activity and you have not
set it as not ordered on the Route details page. The activity is added as ordered and is shown in the
appropriate position on the route.
e. To go to the Main page without saving the changes, click the back arrow.
65
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Oracle 21C Specifications

General IconGeneral
Database TypeRelational Database Management System (RDBMS)
Storage ManagementAutomatic Storage Management (ASM)
Storage Media SupportSSD
Data CompressionAdvanced Compression, Hybrid Columnar Compression
Data EncryptionTransparent Data Encryption (TDE)
Backup and RecoveryRecovery Manager (RMAN), Flashback Technology
Storage VirtualizationOracle VM

Summary

Preface

Using Oracle Applications

Guidance on finding resources for Oracle Applications.

Documentation Accessibility

Information on Oracle's commitment to documentation accessibility.

Contacting Oracle

Information on how to contact Oracle for support and feedback.

Access to Oracle Support

Details on accessing Oracle Support for customers.

Chapter 1: Overview of Oracle Field Service Core Application

About the Core Application

Describes the features and roles supported by the Oracle Field Service Core Application.

Log In

Instructions on how to access and log in to the Oracle Field Service Core Application.

Offline Mode Tasks

Lists tasks that can be performed offline and those that cannot.

Services Available

Overview of services offered within Oracle Field Service Core Application.

Accessibility

Recommendations for using accessibility features for optimal viewing.

Keyboard Shortcuts

Details on Oracle JET keyboard shortcuts for UI elements.

Chapter 2: Dispatcher Activities

How the User Interface is Organized

Explanation of the UI organization into pages, sections, and features.

Resource Tree

Description of the hierarchical view of organizational resources in the resource tree.

Map View

Guidance on using the map view to see activities, routes, and resource locations.

Inventory List Tab

Details on viewing equipment and inventory required for activities.

Dispatch Console Activities

Overview of tasks that can be performed in the Dispatch Console.

Overview of En Route Status

Explanation of the 'En Route' status and its impact on activities and notifications.

Overview of Assignment Assistant

Information on using the Assignment Assistant to move activities.

Segmentable Activities

Introduction to segmentable activities and their characteristics.

Resources

Description of resources, including technicians, tools, and vehicles.

Add a Resource

Steps to add a new resource (technician, truck, etc.) to the organization.

Assign Work Skills to a Resource

Guidance on assigning work skills and expertise levels to resources.

Resource Calendars

Information on viewing and updating resource working, non-working, and on-call times.

Chapter 3: Field Resource Activities

Inventory

Description of inventory items used and consumed by activities.

Required Inventory

Details on listing serialized and non-serialized inventory as required for activities.

Install Inventory

Instructions for tracking equipment moved from technician to customer inventory pools.

Work Offline

Guidance on managing routes and tasks without an internet connection.

Monitoring the Field

Overview of real-time field monitoring for activities and resources.

Best Practices

Key practices for efficient day-to-day work using Oracle Field Service Mobile.

Log In

Instructions for logging into the Oracle Field Service mobile application.

Activate Your Route

Steps to activate your route at the beginning of the workday.

Estimate Travel Time Using Real-Time Data

How to estimate travel time using real-time traffic data.

Start an Activity

Procedure for starting an activity upon arrival at a customer location.

View Activity Details

How to view detailed information about an activity.

End an Activity

Steps to complete and close an activity in the application.

'En Route' Activity Status

Explanation of the 'En Route' status and its implications.

Use Maps

Guidance on using maps to locate stops and get driving directions.

Time View

Overview of managing resources and activities using the Time View.

Revision History

August 2021

Details of topics added and updated in August 2021.

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