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.

• Text in brackets ([]) indicates a button.

• (I) indicates a icon.

• (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, 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