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Oracle Field Service User Guide
Release 12.1
Part Number E12787-04
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Windows/Pages and Navigation Paths

Overview of Field Service Windows/Pages and Navigation Paths

The following table displays the default navigation path for each Oracle Field Service window or page.

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, Field Service Technician Portal: Field Service Technician Dashboard. In this example, Field Service Technician Portal is the responsibility.

Windows/Pages and Navigator Paths

Oracle Field Service Windows/Pages and Navigation Paths
Window/Page Navigator Menu Path
Access Hours
  • Field Service Dispatcher > Dispatch Center > (M) Navigate > Access Hours

  • Field Service Dispatcher > Dispatch Center > Right-click on task in Task list > Access Hours

  • Field Service Dispatcher > Dispatch Center > Plan Board or Gantt view> Right-click on task > Access Hours

  • Field Service Dispatcher > Service Request > Service Requests > Create Service Requests > (T) Tasks > [Access Hours]

Auto Commit Schedule Field Service Dispatcher > Field Service Setup > Auto Commit Tasks
Calendar Field Service Dispatch Center > Plan Board or Gantt views > Right-click on resource name > Calendar
Change Invalid Address
  • Field Service Dispatcher > Change Invalid Address

  • Field Service Dispatcher > Dispatch Center > (M) Tools > Change Invalid Addresses

  • Field Service Dispatcher > Dispatch Center > Right-click on a task in the Task list > Change Invalid Addresses

  • Field Service Dispatcher > Dispatch Center > Plan Board or Gantt views > Right-click on a task > Change Invalid Addresses

Commit Schedule Field Service Dispatch Center > Plan Board or Gantt views > Right-click on resource name > Commit Schedule
Create Follow-up Task Field Service Dispatch Center > Plan Board or Gantt views > Right Click on resource name > Create Follow-up Task
Create Personal Task Field Service Dispatch Center > Plan Board or Gantt views > Right Click on resource name > Create Personal Task
Create Trip Field Service Dispatch Center > Plan Board or Gantt views > Right-click on resource name > Create Trip
Customer Confirmation
  • Field Service Dispatcher > Dispatch Center > (M) Navigate > Customer Confirmation

  • Field Service Dispatcher > Dispatch Center > Right-click on task in Task list > Customer Confirmation

  • Field Service Dispatcher > Dispatch Center > Plan Board or Gantt view> Right-click on task > Customer Confirmation

  • Field Service Dispatcher > Dispatch Center > (T) Overview > [Customer Confirmation]. The dynamic label toggles to Customer Confirmation Received when a confirmation is obtained and recorded.

  • Field Service Dispatcher > Service Request > Service Requests > Create Service Requests > (T) Tasks

Field Service Dispatch Center Field Service Dispatcher > Dispatch Center
Field Service Dispatch Center - Gantt view Field Service Dispatcher > Dispatch Center > (I) Gantt
Field Service Dispatch Center - Map view Field Service Dispatcher > Dispatch Center > (I) Map
Field Service Dispatch Center - Plan Board view Field Service Dispatcher > Dispatch Center > (I) Plan Board
Field Service Technician Dashboard Field Service Technician Portal: Field Service Technician Dashboard
Field Service Support Dashboard Field Service Administrator Portal: Field Service Support Dashboard
Find Invalid Address
  • Field Service Dispatcher > Find Invalid Address

  • Field Service Dispatcher > Dispatch Center > (M) Tools > Find Invalid Addresses

Geo Tester Field Service Dispatcher > Geo Tester
Receive Shipments Field Service Dispatch Center > Plan Board or Gantt views > Right Click on resource name > Receive Parts
Resource Information Field Service Dispatcher > Dispatch Center > Plan Board view or Gantt view > Right-click Resource Name > Resource Information
Schedule Management
  • Field Service Dispatcher > Dispatch Center > (M) Navigate > Schedule Management

  • Field Service Dispatcher > Dispatch Center > Plan Board or Gantt view > Right-click Resource Name > Schedule Management

Schedule Task
  • Field Service Dispatcher > Dispatch Center > Right-click on a task in the Task list > Schedule

  • Field Service Technician Portal: Field Service Technician Dashboard > (I) Schedule next to a task in the Task table

  • Field Service Technician Portal: Field Service Technician Dashboard > (I) Update Task for a task > [Schedule]

Select Territories and Task Owners Field Service Dispatcher > Dispatch Center > (M) Navigate > Select Territories and Task Owners
Service Contracts Coverage Field Service Dispatcher > Dispatch Center > (T) Service Request > Warranty icon
Service History
  • Field Service Dispatcher > Dispatch Center > (T) Service Request > [Service History]

  • Field Service Dispatcher > Dispatch Center > (M) Navigate > Service History

  • Field Service Dispatcher > Service History

  • Field Service Dispatcher > Dispatch Center > Task Right Click Menu > Schedule Task > Schedule Task Window > Advise Tab > click on technician’s name > Service History of selected technician

Service Request
  • Field Service Dispatcher > Service Request > Service Requests > Create Service Request

  • Field Service Dispatcher > Service Request > Service Requests > Find Service Request > [OK]

  • Field Service Dispatcher > Dispatch Center > Right-click on task in Task List > Source Document

  • Field Service Dispatcher > Dispatch Center > (M) Navigate > Source Document

  • Field Service Dispatcher > Dispatch Center > Plan Board view or Gantt view > Right-click Task > Source Document

  • Field Service Dispatcher > Dispatch Center > (T) Service Request > Right-click service request number > Source Document

Skill Assignment Field Service Dispatcher > Skill Assignment
Submit Requests: Autonomous Scheduler Field Service Setup > Autonomous Scheduler
Task and Escalation Status Field Service Setup > CRM Foundation > Task and Escalation Manager > Setup > Define Task Status
Task Dependencies
  • Field Service Dispatcher > Dispatch Center > (M) Navigate > Task Dependencies

  • Field Service Dispatcher > Dispatch Center > Task, Plan Board, or Gantt views > Right-click on task > Task Dependencies

Task Parent/Child
  • Field Service Dispatcher > Dispatcher Center > (M) Navigate > Parent/Child

  • Field Service Dispatcher > Dispatch Center > Tasks view > Right-click Task in Tasks list > Parent/Child

  • Field Service Dispatcher > Dispatch Center > Gantt view > Right-click Task > Parent/Child

  • Field Service Dispatcher > Dispatch Center > Plan Board view > Right-click Task cell > Parent/Child

Tasks Field Service Dispatcher > Task Management
Update Task Field Service Technician Portal: Field Service Technician Dashboard > (I) Update Task for a task
Update Trip Field Service Dispatch Center > Plan Board or Gantt views > Right-click on Departure or Arrival > Update Trip
View Parts Order Status Field Service Dispatcher > Spares Management > Spares Logistics > Parts Requirement
View Requests Field Service Dispatcher > Other > View Requests