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Oracle Mobile Field Service User Guide
Release 12.1
Part Number E12791-04
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Oracle Mobile Field Service User Guide

Contents

Title and Copyright Information

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Preface

Overview Oracle Mobile Field Service

Understanding Oracle Mobile Field Service

Overview of Oracle Mobile Field Service
Overview of the Oracle Field Service Suite
Oracle Field Service Process Flow

Oracle Mobile Field Service Store and Forward - Laptop and Pocket PC (Offline)

Using Oracle Mobile Field Service Store and Forward - Pocket PC

Introduction
Application Overview
Navigation Path of Oracle Mobile Field Service Store and Forward - Pocket PC
Launching Oracle Mobile Field Service Store and Forward - Pocket PC
Using Global Functionality
Configurable Display
Data Search and Sort Capabilities
Working with the Task List
Viewing a Past or Future Task List
Viewing and Updating Task Information
Viewing a Task Attachment
Uploading Attachments
Creating a Task
Creating a Personal Task
Working with Service Requests
Accessing the Knowledge Base
Creating and Viewing a Note
Making a Query
Performing a Part Search
Using Radius Search
Ordering Parts
Receiving Parts
Getting Driving Directions
Performing Debrief Reporting
Obtaining an Electronic Signature
Counter Readings
Managing Spare Parts
Viewing Customer Information
Viewing Customer Product Information
Using Messaging
Automatically Synchronizing with the Enterprise System
Manually Synchronizing with the Enterprise System
Changing Passwords
Closing the Application

Using Oracle Mobile Field Service Store and Forward - Laptop Technicians Dashboard

Introduction
Launching and Synchronizing Oracle Mobile Field Service Store and Forward - Laptop
Understanding the Field Service Technician Dashboard
Using Simple Search and Advanced Search
Assigning Unassigned Tasks to Technicians
Viewing and Opening Tasks
Performing Debrief
Setting Counters and Counter Properties
Creating and Viewing Notes
Ordering Parts for a Specific Task
Ordering Parts for Trunk Stock
Viewing Parts Order Details
Transferring Parts Between Sub-Inventories
Viewing the Technicians Calendar
Creating a Personal Task
Creating Service Requests
Viewing Customer Information
Viewing Install Base Information
Viewing and Sending Messages
Viewing Contract Information
Viewing Service History
Viewing and Changing Service Request Information
Understanding Task Creation
Creating a Task Based on an Existing Task
Creating a Task Based on an Existing Service Request
Viewing a Service Request Attachment
Uploading Attachments
Logging Out

Using Oracle Mobile Field Service Store and Forward - Laptop Administrators Dashboard

Introduction
Launching and Synchronizing Oracle Mobile Field Service Store and Forward - Laptop
Understanding the Field Service Administrator Dashboard
Activating and Disabling Members of a Multiple User Laptop Group
Creating Service Requests
Assigning Unassigned Tasks
Assigning Multiple Resources to a Task
Reassigning Tasks
Viewing and Sending Messages
Setting Up File-Based Synchronization

Using an E-Mail Interface for Mobile Queries

E-Mail Mobile Queries

Oracle Mobile Field Service - Wireless and Voice (Online)

Using Oracle Mobile Field Service - Wireless

Introduction
Getting Started
Viewing, Managing, and Updating Your Tasks
Viewing Today’s Tasks
Performing a Task Search
Updating an Existing Task
Recording Counter Readings
Adding Debrief Lines to a Task
Creating a Service Request
Creating a Service Request from the Main Menu
Creating a Follow-Up Task
Understanding Scheduling Tasks
Starting Self-Assigned Tasks Immediately
Self-Scheduling Tasks
Using Window to Promise to Schedule Tasks
Using the Intelligent Mode to Schedule Tasks
Viewing Install Base Product Configuration
Making Mobile Queries
Performing a Parts Search
Using Radius Search Capabilities
Ordering Parts
Creating an Internal Transfer
Creating a Move Order
Creating an Internal Order
Receiving Parts
Returning Parts
Accessing the Knowledge Base
Getting Driving Directions
Viewing and Saving an Offline Schedule
Managing Receipt of Shipments
Changing Passwords
Selecting Preferences

Using Mobile Field Service - Voice

Wireless Tasks Supported by Voice Devices
Key Task Flows Using Voice Devices

Oracle Mobile Field Service Notifications

Using Mobile Field Service Notifications

Using Notifications

Scheduling and Completing Tasks

Introduction
Conform to the Schedule
Order of Task Completion
General Operating Rules

Index