Oracle Mobile Field Service User Guide

Contents

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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 - Multiplatform

Using Oracle Mobile Field Service Store and Forward – Multiplatform

Overview

Springboard/Home Screen

Viewing Technician's Task List

Performing Debrief

Viewing Service Request Details

Viewing Customer Information

Creating and Viewing Task Notes

Creating and Viewing Attachments

Accessing Map and Driving Directions

Creating Follow Up Task

Creating a New Service Request

Opening Service Requests

Creating a New Task

Creating Personal Task

Generating Field Service Report and Capturing Customer Signature

Managing Trunk Stock

Searching and Ordering Parts

Receiving Parts

Synchronizing with Enterprise Server

Using Descriptive Flexfields

Using the Calendar

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

Introduction

Using the Technician Dashboard on the Multilplatform Tablet

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

Introduction

Using the Mobile Administrator User Interface

Using the Field Service Technician Dashboard

Using an E-Mail Interface for Mobile Queries

E-Mail Mobile Queries

Oracle Mobile Field Service - Wireless (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

Generating Field Service Report and Capturing Signature

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

Creating a Personal task

Viewing Install Base Product Configuration

Viewing and Scheduling Unassigned/Assigned Tasks (Decentralized Scheduling)

Making Mobile Queries

Performing a Parts Search

Using Radius Search Capabilities

Creating a Parts Requirement

Ordering Parts

Creating an Internal Transfer

Creating a Move Order

Creating an Internal Order

Receiving Parts

Returning Parts

Transferring Parts

Viewing Project Details

Accessing the Knowledge Base

Getting Driving Directions

Viewing and Saving an Offline Schedule

Managing Receipt of Shipments

Changing Passwords

Selecting Preferences

Viewing Technician Calendar

Using Oracle Mobile Field Service Wireless (Online) – Field Service Administrator Dashboard

Overview

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