The following table displays the default navigation path for each Oracle Field Service window.
Text in brackets ([]) indicates a button.
(T) indicates to select a tab.
(M) indicates to select the menu option from the window.
To assist with clarification, the responsibility may be listed ahead of the navigation path in the Navigator Menu Path column of the table. For example, Purchasing: Supply Base > Suppliers. In this example, Purchasing is the responsibility.
| Window/Page | Navigator Menu Path |
|---|---|
| Access Hours | Field Service Dispatcher > Dispatch Center > right-click the task number in the task list > (M) Access Hours |
| Account Aliases | Field Service Dispatcher > Spares Management > Inventory > Setup > Account Aliases |
| Action Types | Approvals Management Business Analyst: Business Analyst Dashboard > (I) Setup > (T) Action Types |
| Approver Groups | Approvals Management Business Analyst: Business Analyst Dashboard > (I) Setup > (T) Approver Groups |
| Assign Resources | Field Service Administrator: CRM Foundation > Calendar > Calendar Setup > Assign Resources |
| Assign Shifts/Exceptions | Field Service Administrator: CRM Foundation > Calendar > Calendar Setup > Assign Shifts/Exceptions |
| Assign Territories to Planner Groups | Field Service Administrator: CRM Foundation > Assign Territories to Planner Groups |
| Auto Commit Schedule | Field Service Administrator: Auto Commit Tasks |
| Autonomous Scheduler | Field Service Setup > Autonomous Scheduler |
| Billing Type Attributes | Field Service Dispatcher > Service Request > Setup > Charges > Billing Type Attributes |
| Business Analyst Dashboard | Approvals Management Business Analyst: Business Analyst Dashboard |
| Business Events | Workflow Administrator Web Applications: Administrator Workflow > Business Events |
| Calendar | Field Service Administrator: CRM Foundation > Calendar > Calendar Setup > Define Calendar |
| Concurrent Program Executable | System Administrator: Concurrent > Program > Executable |
| Concurrent Programs | System Administrator: Concurrent > Program > Define |
| Contact Center | Customer Management > Contact Center |
| Currencies | GL (General Ledger) Super User: Setup > Currencies |
| Customer Confirmation | Field Service Dispatcher > Dispatch Center > Right-click on a task in the task list > (M) Customer Confirmation |
| Define Calculation Rule |
|
| Define Counters | Field Service Dispatcher > Field Service Setup > Counters > Define Counters |
| Define Delivery Time | Field Service Dispatcher > Spares Management > Setup > Delivery Time |
| Define Groups | Field Service Administrator: CRM Foundation > Resource Manager > Maintain Resources > Groups |
| Define Expense Justification Codes | Field Service Administrator: Debrief > Define Expense Justification Codes |
| Define Labor Justification Codes | Field Service Administrator: Debrief > Define Labor Justification Codes |
| Define Material Justification Codes | Field Service Administrator: Debrief > Define Material Justification Codes |
| Define Shifts | Field Service Administrator: CRM Foundation > Calendar > Calendar Setup > Define Shifts |
| Define Tasks Parts | Field Service Dispatcher > Spares Management > Setup > Task Parts > [New] |
| Dispatch Center | Field Service Dispatcher > Dispatch Center |
| Edit Query | Field Service Dispatcher > Dispatch Center > (M) Tools > Edit Query |
| Exceptions | Field Service Administrator: CRM Foundation > Calendar > Calendar Setup > Define Exceptions |
| Excess Reject Reason Codes Lookup | Field Service Dispatcher > Spares Management > Setup > Excess Reject Reasons |
| Excess Rules | Field Service Dispatcher > Spares Management > Setup > Business Rules > (T) Excess Rules |
| Field Service Dispatch Center | Field Service Dispatcher > Dispatch Center |
| Find Product Task | Field Service Dispatcher > Spares Management > Setup > Task Parts |
| Find Requests | Other > View Requests |
| Fleet Maintenance | Preventive Maintenance: Engineering > Fleet Maintenance > Overview |
| Forecast Rules |
|
| Freight Carriers | Inventory: Setup > Freight Carriers |
| Generate Field Service Trips | Field Service Setup > Generate Field Service Trips |
| Inter-Org Shipping Networks | Inventory > Setup > Organizations > Shipping Networks > (M) Tools > Shipping Method |
| Manual Override Reason Lookups | Field Service Dispatcher > Spares Management > Setup > Manual Override Reason |
| Master Items | Field Service Dispatcher > Spares Management > Inventory > Items > Master Items |
| Miscellaneous Transaction | Field Service Dispatcher > Spares Management > Inventory > Items > Miscellaneous Transaction |
| Notification Rules | Field Service Dispatcher > Spares Management > Setup > Business Rules > (T) Notification Rules |
| Oracle Applications Administration: Cores Services - Profiles | Functional Administrator: (T) Core Services > (T) Profiles |
| Order Automation Rules | Field Service Dispatcher > Spares Management > Setup > Business Rules > (T) Order Automation Rules |
| Organization Item | Inventory > Items > Organization Items |
| Organization Item: Lead Times | Inventory > Items > Organization Items > (T) Lead Times |
| Organization Item: MPS/MRP Planing | Inventory > Items > Organization Items > (T) MPS/MRP Planning |
| Parameter Settings |
|
| Parts Priorities | Field Service Dispatcher > Spares Management > Setup > Part Priorities |
| People | US Super HRMS Manager: People > Enter and Maintain |
| Personal Profile Values |
|
| Planner's Desktop | Field Service Dispatcher > Spares Management > Planner's Desktop |
| Planners | Inventory > Setup > Planners |
| Preventive Maintenance Schedule | Service Contracts Manager: Setup > Service Offerings > Standard Coverage > [Schedule] |
| Price List Setup | Field Service Dispatcher > Spares Management > Order Management > Pricing > Price Lists > Price List Setup |
| Query Selection for Task Owner Enforcement | Field Service Setup > Task Owner Enforcement for Queries |
| Request Types | Field Service Setup > Service Requests > Request Types |
| Reschedule Rules | Field Service Dispatcher > Spares Management > Setup > Business Rules > (T) Reschedule Rules |
| Resource | Field Service Administrator: CRM Foundation > Resource Manager > Maintain Resources > Resources |
| Resource Addresses and Subinventories |
|
| Role | CRM Resource Manager: Setup > Role |
| Role Types | CRM Resource Manager: Setup > Role Types |
| Route Management | Preventive Maintenance: Engineering > Route Management > Routes > Create |
| Rules | Approvals Management Business Analyst: Business Analyst Dashboard > (I) Setup > (T) Rules |
| Scheduling Chart | Field Service Dispatcher > Read Only Scheduling Chart |
| Scheduling Chart Setup | Field Service Setup > Scheduling Chart Setup |
| Scheduler Rules Dashboard | Field Service Setup > Scheduler Rules |
| Search Approval Rules | Preventive Maintenance: Administration > Approvals |
| Segment Values | Applications Developer: Flexfield > Key > Values |
| Segments | Application Developer: Flexfield > Key > Segments |
| Select Resources to Import |
|
| Select Territories and Task Owners | Field Service Dispatcher > Dispatch Center > (M) Navigate > Select Territories and Task Owners |
| Service Activities and Billing Types | Field Service Dispatcher > Service Request > Setup > Charges > Service Activities and Billing Types |
| Service Business Process |
|
| Service Lookups | Field Service Dispatcher > Service Request > Setup > Customer Support Lookups |
| Service Request | Field Service Administrator: Service Requests |
| Setup | Functional Administrator: Evidence Store > Setup |
| Shipping Methods | Inventory: Setup > Organizations > Shipping Methods |
| Shipping Networks | Inventory > Setup > Organizations > Shipping Networks |
| Skills Management | Field Service Dispatcher > Skill Management |
| Sourcing Rule / Bill of Distribution Assignments | Purchasing > Supply Base > Assign Sourcing Rules |
| Sourcing Rule | Purchasing > Supply Base > Sourcing Rules |
| Spreadtable Meta Data Administration | Field Service Setup > CRM Foundation > Spreadtable > Metadata Administration |
| Standard Coverage | Service Contracts Manager: Setup > Service Offerings > Standard Coverage |
| Subinventories | Field Service Dispatcher > Spares Management > Inventory > Setup > Organization > Subinventories |
| Submit a New Request | Field Service Administrator: Field Service Dispatcher > Service Request > Others > Submit Requests |
| Supplier | Purchasing: Supply Base > Suppliers |
| System Profile Values | System Administrator: Profile > System |
| Task and Escalation Status | Field Service Setup: CRM Foundation: Task and Escalation Manager: Setup > Define Task Status Field Service Dispatcher > Service Requests > Setup > Task Management > Task Status |
| Task Priority | Field Service Administrator: CRM Foundation > Task and Escalation Manager > Setup > Define Task Priority |
| Task Templates | Field Service Dispatcher > Field Service Setup > CRM Foundation > Task and Escalation Manager > Tasks > Task Templates |
| Task Types | Field Service Administrator: CRM Foundation > Task and Escalation Manager > Setup > Define Task Type |
| Task's Custom Color Setup | Field Service Setup > Task's Custom Color Setup |
| Territories | CRM Administrator: Territory Manager > Territory Administration > Territories |
| Territory Manager | CRM Administrator: Territory Manager > Territory Administration > Territories |
| Transaction Sub Types | Field Service Dispatcher > Service Request > Setup > Charges > Install Base Transaction Types |
| Update Access Hours | Field Service Setup > Preventive Maintenance > Access Hours |
| Users | System Administrator: Security > User > Define |