This chapter discusses how to implement the Oracle Mobile Field Service - Wireless application.
This chapter covers the following topics:
To implement the Oracle Mobile Field Service - Wireless application several steps needs to be performed. These steps are outlined in the section below.
To successfully implement the Mobile Field Service - Wireless application, complete these steps in the order shown in the following table:
Required | Step Title |
---|---|
Yes | Confirm Setup of Other Oracle Applications. |
Yes | Set Up the User with Wireless Responsibility |
Yes | Set Up the Profile Options for the Mobile Field Service Wireless User. |
Yes | Set Up Default Organization and Subinventory. |
Optional | Set Profile Options for Task Summary Display, Date Format. |
Optional | Set Up the Spares Management Order Parts Profile Option. |
Optional | Set Up Task Scheduling and Assignment Profile Options. |
Optional | Set Up the Email Server Profile Option. |
Optional | Set Up the System for Route Directions. |
Optional | Set Up Signature Control. |
Optional | Verify the Implementation. |
Before setting up Oracle Mobile Field Service - Wireless, you must install and fully implement these Oracle applications or components:
Oracle Field Service
This includes all the Oracle applications necessary for a fully operational Field Service application. For more information on the specific steps necessary for Field Service implementation, see the Oracle Field Service Implementation Guide.
Optionally, you’ll need to implement the following applications to run all the functionality available for Oracle Mobile Field Service - Wireless:
Oracle Spares Management
This application is necessary if you are using any of the parts order or parts search functionality.
Note: All other Oracle applications necessary for a full installation of Field Service (for example, Oracle Install Base, Oracle Shipping, and so on) are required for Oracle Mobile Field Service - Wireless. See the Oracle Field Service Implementation Guide for details.
Oracle Knowledge Management
This application is required if you plan to access your organization’s Knowledge Base. If you want to use the Oracle Mobile Field Service - Wireless category search functionality, you must configure categories according to the Oracle Knowledge Management User Guide.
Oracle Advanced Supply Chain Planning
Oracle Mobile Field Service - Wireless interfaces with Spares Management and, through Spares, uses the Available-to-Promise (ATP) functionality in the Advanced Supply Chain Planning application for its parts ordering and parts search functionality.
Oracle Advanced Scheduler
This application is mandatory for the task scheduling feature to work properly.
For information regarding the installation and implementation of these applications and components, see the appropriate documentation for each product.
Use this procedure to assign the wireless responsibility to the applications user. The profile options for the Oracle Mobile Field Service - Wireless user are set up once per user.
Prerequisites
Steps
Log in to the Oracle Enterprise applications with the System Administrator responsibility.
Navigate to Users window (Security > User > Define).
Query for a valid User Name, which is already in the database.
On the Direct Responsibilities tab, enter the Field Service Wireless responsibility.
Save your work.
Use this procedure to assign profile options to the Mobile Field Service wireless applications user.
Prerequisites
Steps
Log in to the Oracle Enterprise applications with the Functional Administrator responsibility.
Navigate to the Oracle Applications Administration: Core Services - Profiles page (Core Services > Profiles).
Enter the profile Name, in the search area. For wild card searches, use ‘%’. Provide the access level details and click Go.
Enter values for the profile options shown in this section. You can set these options in any sequence.
You must set up the default organization and subinventory for the resources that will be using the Oracle Mobile Field Service - Wireless application.
For complete information on creating resources, see Setting Up Field Service Technicians and Dispatchers in the Oracle Field Service Implementation Guide.
The profile options for the Task Summary Display screen and Date Format are set up at the system level but they can be overridden at the user level.
Use this procedure to optionally set up the profile options for the task summary display screen, date format.
Prerequisites
Steps
Log in to the Oracle Enterprise applications with System Administrator responsibility.
Navigate to System Profile Values window (Profile > System).
The Find System Profile Values window appears.
In the Profile field, enter: CSFW% and click Find.
The System Profile Values window appears displaying all the profile options that match the criteria entered.
Enter values for the profile options shown in this section. You can set these options in any sequence.
If you plan to use the Spares Management order parts functionality you must set the following profile option: CSP: Order Type.
Use this procedure to set up the profile option:
Steps
Log in to the Oracle Enterprise applications with the System Administrator responsibility.
Navigate to the System Profile Values window (Profile > System).
The Find System Profile Values window appears.
In the Profile field, enter: CSP% and click Find.
The System Profile Values window appears displaying all the profile options that match the criteria entered.
Enter values for the profile option shown in this section.
Option | Description |
---|---|
CSP: Order Type | This profile option is used to provide a default value for order type when creating internal orders. Select from any valid order type in the list of values. |
Save your work.
Technicians can self-schedule and self-assign new tasks and new follow-up tasks, created from their wireless PDA devices. You can also select a plan option from the Windows to Promise options for scheduling the new tasks and new follow-up tasks, created from wireless PDA devices. You can choose to work right away on an additional new task created on the same service request, or on a new task on a new service request. You can choose the Self Schedule or Windows to Promise options to schedule the new task for a later time, due to constraints, such as calendar availability or if you don't have the required skills or parts to perform the job right away.
Navigate to the Profiles page to set the necessary profile options (Functional administrator > Core Services > Profiles). The table below lists the necessary profile options to set for this functionality. Below the table, these same profile options are detailed.
Important: Oracle Field Service and Oracle Advanced Scheduler must be implemented for this functionality.
Related Topics
Self-Assign or Self-Schedule Tasks, Oracle Mobile Field Service User Guide
The Email server is set up only once for the system.
Use this procedure to set up the profile option for the Email server.
Steps
Log in to the Oracle Enterprise applications with the System Administrator responsibility.
Navigate to System Profile Values window (Profile > System).
The Find System Profile Values window appears.
In the Profile field, enter: JTFW% and click Find.
The System Profile Values window appears displaying all the profile options that match the criteria entered.
Enter values for the profile option shown in this section.
Option | Description |
---|---|
JTFW: SMTP SERVER | Set this profile option to your SMTP server. |
Save your work.
To use the Oracle Mobile Field Service - Wireless signature control functionality, you must use one of the following two wireless devices along with the appropriate system requirements:
Device | System Requirements | Plug-in Required |
---|---|---|
Built-In Signature Capable devices | Symbol Spectrum 24R WebClient for Palm Computing Platform | No |
Pocket PC-based devices | Pocket PC, Pocket PC2000, Pocket PC 2002, Pocket PC 2003 and 4.0 .Net based devices | Yes |
On devices with built-in signature capabilities (Symbol Spectrum24R WebClient for Palm Computing Platform), the Mobile Field Service - Wireless application automatically generates the appropriate markup language.
In the case of PocketPC devices running WinCE .0 or later (Pocket PC, Pocket PC2000, Pocket PC 2002, Pocket PC 2003 and 4.0 .Net based devices), a signature capture plug-in is available for download. Please refer to My Oracle Support for information to download the plug-in.
If you are using signature capture with either of the devices supported by Oracle, you must set the CSFW: Enable Signature Control profile option to "yes."
You can personalize Oracle Mobile Field Service - Wireless using functional security. The application implements two levels of functional security:
Main menu functions restriction - First level
Major subfunctions restriction within a function - Second level
You can remove any function from the wireless main menu by adding it to the Menu exclusion list in the Responsibility Form. In addition, functional security prevents even manual access to a function if it is added in the Menu exclusion list in the Responsibility Form or if the Grant flag is cleared in the Menu Detail UI. If an attempt is made to access a function from the menu that is added in the Menu exclusion or whose Grant flag is cleared in the Menu definition, then the error message "Insufficient privileges to access this function." is displayed. The following table lists the available functions in Oracle Mobile Field Service - Wireless.
Function | Function Name |
---|---|
CSFW_DAY | Today's Task |
CSFW_TASKENTRY | Task Search - WAP |
CSFW_REQENTRY | Service Request Search - WAP |
CSFW_DATEENTRY | Date Search - WAP |
CSFW_ALLPARTS | Parts Search - WAP |
CSFW_CACHE | Offline Schedule |
CSFW_ADV_TASK_SEARCH | Advance Task Search |
CSFW_CREATE_SR | Create Service Request |
CSFW_KM | Knowledge Base |
CSFW_PARTS_SRCH | Parts Search |
CSFW_PARTS_RETURN | Parts Return |
CSFWTRANHIST | Transaction History |
CSFW_MOBILE_QUERY | Mobile Queries |
CSFWPREFERENCES | Preferences |
CSFWCHANGEPASS | Change Password |
CSFW_DIRECTIONS | Get Directions |
CSFW_ABOUT | About Field Service |
To restrict a function from appearing in the Wireless main menu
Navigate to System Administrator > Security > Responsibility.
Search for Field Service Wireless responsibility.
In the Menu Exclusions tab, add the functions to be excluded.
or
Navigate to Functional Administrator > Core Services > Menus.
Search for the Wireless menu Field Service Wireless.
Clear the Grant checkbox for the function to be excluded from the menu.
The second layer of functional security uses permissions and subfunctions. With these permissions and subfunctions, you can restrict display of a subfunction or the action in a function. That is, you can personalize the Mobile Field Service - Wireless UIs.
The following second-level functions (permissions) are available in the Task Detail UI:
CSFW_TINF_TASK_DFF_V - Task DFF View
CSFW_TINF_TASK_DFF_U - Task DFF Update
CSFW_TINF_SR_ATCHT_V - SR Attachment View/Download
CSFW_TINF_SR_ATCHT_U - SR Attachment Upload
CSFW_TINF_TASK_NOTE_V - Task Note View
CSFW_TINF_TASK_NOTE_C - Task Note Create
CSFW_TINF_SR_NOTE_V - Service Request Note View
CSFW_TINF_SR_NOTE_C - Service Request Note Create
CSFW_TINF_SR_DFF_V - Service Request DFF View
CSFW_TINF_SR_DFF_U - Service Request DFF Update
The following second- level functions (permissions) are available in the Debrief UI:
CSFW_DBF_PROB_U - Problem Code Update
CSFW_DBF_HDR_DFF_V - Debrief Header DFF View
CSFW_DBF_HDR_DFF_U - Debrief Header DFF Update
CSFW_DBF_MAT_V - Material Debrief View
CSFW_DBF_MAT_U - Material Debrief Update
CSFW_DBF_EXP_V - Expense Debrief View
CSFW_DBF_EXP_U - Expense Debrief Update
CSFW_DBF_LAB_V - Labor Debrief View
CSFW_DBF_LAB_U - Labor Debrief Update
CSFW_DBF_SIG_U - Signature Capture
CSFW_DBF_RES_U - Resolution Code Update
12. CSFW_DBF_NOTE_V - Debrief Notes View
CSFW_DBF_NOTE_U - Debrief Notes Update
To set access or restrict a particular functionality in the Task Details UI or the Debrief UI, you use the listed permissions in the Wireless main menu Field Service Wireless through the permission set Field Service Wireless - Default Permission Set. To restrict access to any functionality of these UIs, such as Signature Capture or Service Request Note View, you remove the specific permission from the permission set. Alternatively, you can create a new permission set with the set of permissions required by a particular user or user-group, or similar entity, and create a grant for such entity.
To restrict a subfunction with a function
Navigate to Functional Administrator > Security > Permission Sets.
Search for set Field Service Wireless - Default Permission Set.
Remove the subfunction to be excluded or hidden from the default permission set.
or
Navigate to Functional Administrator > Core Services > Menus.
Search for the Field Service Wireless menu.
Navigate to the submenu/permission set added to the menu.
Click the submenu link.
The permissions/sub-functions attached to the submenu appears.
Clear "Grant" from the permissions to be excluded.
or
Navigate to Functional Administrator > Security > Permission Sets.
Create a permission set based on the specific requirement.
Remove the default permission set from the Wireless main menu.
Attach the new permission set.
For the user level, create a grant for the new permission set and assign the grant to the user or user group.
To verify a successful implementation of the Oracle Mobile Field Service - Wireless application you should perform several tasks. Tasks covered in this section include:
Verify User Login.
Verify Task Detail Information.
Verify Directions.
After you have implemented the Oracle Mobile Field Service - Wireless application, you can verify the user login as follows:
Type in the URL for the Portal to Go Server (Oracle AS Wireless Server) and click on the Field Service URL Adapter Service.
Type in the applications login and password and verify that you can view the menu.
To verify the task detail information, perform these steps:
Create a service request using the Oracle Field Service core application and assign a task to a Field Service wireless user for today.
Log in to the Oracle Mobile Field Service - Wireless application and verify whether the task is properly assigned to the wireless user.
Click on Today's Task and verify the display of the summary screen is in accordance with the profile setting for CSFW: TASK DISPLAY1, CSFW: TASK DISPLAY2, and CSFW: TASK DISPLAY3.
Click Customer Information and verify that you can send an e-mail, assuming that an SMTP server is available.
If Directions are implemented, you can verify that the function works correctly as follows:
Log in to the Oracle Mobile Field Service - Wireless application and click Direction.
Click Other and type in a starting and ending address that you know are correct.
Verify the Directions text.