Oracle Mobile Field Service (S&F) Multiplatform - Tablet Edition

Introduction

This section highlights the navigation and user interaction on the tablet edition of the Mobile Field Service S&F Multiplatform application.

Using the Technician Dashboard on the Multilplatform Tablet

To perform task related activities

  1. Login to the application. The Home screen is displayed.

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  2. Tap on Preferences to set default task views or set the entry page to any one of the following: Task Details and Home Page.

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  3. Tap on Customers to view the list of customers for the field service technician.

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  4. Field service technicians can select a customer record and create a service request for the same..

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  5. All open service requests can be viewed by tapping on the Service Requests icon on the Home screen.

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  6. To access the task list, tap on the Tasks icon in the Home page. The task list is displayed.

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  7. Click on the task to display the task details.

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  8. Tap on the Actions menu to display the options available to the field service technician.

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  9. To add labour debrief, tap on the Labor icon.

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  10. Click on Install to create install debrief for the task.

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  11. Tap on Return to access the Add Return screen and create a material return for the task.

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  12. To add expense debrief, tap on the Expense icon.

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  13. Tap on the Travel icon to add a travel line to an existing task.

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  14. Tap on the Order icon to access the search page to query for parts and place a parts request.

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  15. Tap on the Note icon to add a note to your task.

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  16. Tap on the Attachment icon to attach files to your task.

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  17. To create a follow-up task, tap on the Follow-Up task icon.

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  18. To create a personal task, tap on the Personal task icon.

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  19. Tap on Report to generate the action summary report.

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  20. To receive parts assigned to the task, navigate to the Home screen and tap on the Receive parts icon.

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  21. To view the items available in your inventory, on the Home screen, tap on the Trunk icon.

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  22. To access your calendar, on the Home screen, tap on the Calendar icon.

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  23. Sync your client application by tapping on the Sync icon.

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