Windows/Pages and Navigation Paths

This appendix covers the following topics:

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.

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 in OJET Navigator Menu Path in Forms
Access Hours

  • Field Service Dispatcher > Schedule And Dispatch > Select a task in Task list > Access Hours (T)

  • Field Service Dispatcher > Schedule and Dispatch > Select a task in Task list > Right-click > Access Hours

  • Field Service Dispatcher > Schedule and Dispatch > Plan Board or Gantt view > Right-click task > Access Hours

  • (Not OJET-specific, doesn't originate from the Dispatch Center) Field Service Dispatcher > Service Request > Service Requests > Create Service Requests > (T) Tasks > Access Hours

  • Field Service Dispatcher > Dispatch Center > (M) Navigate > Access Hours

  • Field Service Dispatcher > Dispatch Center > Right-click task in Task list > Access Hours

  • Field Service Dispatcher > Dispatch Center > Plan Board or Gantt view > Right-click task > Access Hours

  • Field Service Dispatcher > Service Request > Service Requests > Create Service Requests > (T) Tasks > Access Hours
Analytics Field Service Dispatcher > Schedule and Dispatch > (M) Analytics NA
Auto Commit Schedule Field Service Dispatcher > Field Service Setup > Auto Commit Tasks Field Service Dispatcher > Field Service Setup > Auto Commit Tasks
Calendar Field Service Dispatch Center > Plan Board or Gantt views > Right-click resource name > Calendar Field Service Dispatch Center > Plan Board or Gantt views > Right-click resource name > Calendar
Change Invalid Address

  • Field Service Dispatcher > Schedule and Dispatch > Right-click task in Task list > Change Invalid Address

  • Field Service Dispatcher > Schedule and Dispatch > Plan Board or Gantt view > Right-click task > 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 a task in the Task list > Change Invalid Addresses

  • Field Service Dispatcher > Dispatch Center > Plan Board or Gantt views > Right-click a task > Change Invalid Addresses
Commit Schedule Field Service Dispatcher > Schedule and Dispatch > Plan Board or Gantt view > Right-click resource name > Commit Schedule Field Service Dispatch Center > Plan Board or Gantt views > Right-click resource name > Commit Schedule
Commit Task Field Service Dispatcher > Schedule and Dispatch > Plan Board or Gantt view > Right-click task > Commit Task Field Service Dispatch Center > Plan Board or Gantt views > Right-click task > Commit Task
Create Follow-up Task Field Service Dispatcher > Schedule and Dispatch > Plan Board or Gantt view > Right-click task > 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 from Dispatch Center Field Service Dispatcher > Schedule and Dispatch > Plan Board or Gantt view > Right-click resource > Create Personal Task Field Service Dispatch Center > Plan Board or Gantt views > Right Click on resource name > Create Personal Task
Create Personal Task from Technician Portal Field Service Technician Portal: Field Service Technician Dashboard > Personal Task > Enter details for the task and Save Field Service Technician Portal: Field Service Technician Dashboard > Personal Task > Enter details for the task and Save
Create Trip Field Service Dispatcher > Schedule and Dispatch > Plan Board or Gantt view > Right-click resource > Create Trip Field Service Dispatch Center > Plan Board or Gantt views > Right-click resource name > Create Trip
Customer Confirmation

  • Field Service Dispatcher > Schedule and Dispatch > Right-click task in Task list > Customer Confirmation

  • Field Service Dispatcher > Schedule and Dispatch > Plan Board or Gantt view > Right-click task > Customer Confirmation

  • Field Service Dispatcher > Schedule and Dispatch > Task Overview > Task Confirmation Status checkbox

  • (Not OJET-specific, doesn't originate from the Dispatch Center) Field Service Dispatcher > Service Request > Service Requests > Create Service Requests > (T) Tasks

  • Field Service Dispatcher > Dispatch Center > (M) Navigate > Customer Confirmation

  • Field Service Dispatcher > Dispatch Center > Right-click task in Task list > Customer Confirmation

  • Field Service Dispatcher > Dispatch Center > Plan Board or Gantt view> Right-click 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 > Schedule and Dispatch Field Service Dispatcher > Dispatch Center
Field Service Dispatch Center - Gantt view Field Service Dispatcher > Schedule and Dispatch > (M) Gantt Field Service Dispatcher > Dispatch Center > (I) Gantt
Field Service Dispatch Center - Map view Field Service Dispatcher > Schedule and Dispatch > (M) Map Field Service Dispatcher > Dispatch Center > (I) Map
Field Service Dispatch Center - Plan Board view Field Service Dispatcher > Schedule and Dispatch > (M) Planboard Field Service Dispatcher > Dispatch Center > (I) Plan Board
Field Service Technician Dashboard (Not OJET-specific, doesn't originate from the Dispatch Center) Field Service Technician Portal: Field Service Technician Dashboard Field Service Technician Portal: Field Service Technician Dashboard
Field Service Support Dashboard (Not OJET-specific, doesn't originate from the Dispatch Center) Field Service Administrator Portal: Field Service Support Dashboard Field Service Administrator Portal: Field Service Support Dashboard
Find Invalid Address

  • (Not OJET-specific, doesn't originate from the Dispatch Center) Field Service Dispatcher > right-click task > Find Invalid Address

  • Field Service Dispatcher > Schedule and Dispatch > Menu > Setup > Schedule Requests > Find Invalid Addresses

  • Field Service Dispatcher > Find Invalid Address

  • Field Service Dispatcher > Dispatch Center > (M) Tools > Find Invalid Addresses
Geo Tester (Not OJET-specific, doesn't originate from the Dispatch Center) Field Service Dispatcher > Geo Tester Field Service Dispatcher > Geo Tester
Inbound Reservations and Orders

  • (Not OJET-specific, doesn't originate from the Dispatch Center) Field Service Technician Portal: Field Service Technician Dashboard > (I) Update Task for a Task > Parts subtab > [Receive]

  • (Not OJET-specific, doesn't originate from the Dispatch Center) Field Service Technician Portal: Field Service Support Dashboard > Quick Links > Receive Parts link

  • Field Service Technician Portal: Field Service Technician Dashboard > (I) Update Task for a Task > Parts subtab > [Receive]

  • Field Service Technician Portal: Field Service Support Dashboard > Quick Links > Receive Parts link
Receive Shipments Field Service Dispatch Center > Plan Board or Gantt views > Right Click on resource name > Receive Parts Field Service Dispatch Center > Plan Board or Gantt views > Right Click on resource name > Receive Parts
Report (Not OJET-specific, doesn't originate from the Dispatch Center) Field Service Technician Portal: Field Service Technician Dashboard > (I) Update Task for a Task > Debrief subtab > [Task Report] Field Service Technician Portal: Field Service Technician Dashboard > (I) Update Task for a Task > Debrief subtab > [Task Report]
Resource Information Field Service Dispatcher > Dispatch Center > Plan Board view or Gantt view > Right-click Resource Name > Resource Information Field Service Dispatcher > Dispatch Center > Plan Board view or Gantt view > Right-click Resource Name > Resource Information
Schedule Management

  • Field Service Dispatcher > Schedule and Dispatch > Setup (M) > Schedule Management

  • Field Service Dispatcher > Schedule and Dispatch > (M) Plan Board or Gantt view > Right-click Resource Name > 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 > Schedule and Dispatch > Select a task in Task list > (I) Schedule Advise

  • Field Service Dispatcher > Schedule and Dispatch > Right-click a task in the Task list > Schedule

  • (Not OJET-specific, doesn't originate from the Dispatch Center) Field Service Technician Portal: Field Service Technician Dashboard > (I) Schedule next to a task in the Task table.

  • (Not OJET-specific, doesn't originate from the Dispatch Center) Field Service Technician Portal: Field Service Technician Dashboard > (I) Update Task for a task > [Schedule]

  • Field Service Dispatcher > Dispatch Center > Right-click 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 > Schedule and Dispatch > Menu > Setup > Select Territories and Task Owners Field Service Dispatcher > Dispatch Center > (M) Navigate > Select Territories and Task Owners
Service Contracts Coverage Field Service Dispatcher > Schedule And Dispatch > Service Request Overview(T) > Number (link) > Update Service Request > Entitlement and Deadlines (T) Field Service Dispatcher > Dispatch Center > (T) Service Request > Warranty icon
Service History

  • Field Service Dispatcher > Schedule and Dispatch > (T) > Service Request Overview > Service History

  • Field Service Dispatcher > Schedule and Dispatch > Menu > Setup > Service History

  • (Not OJET-specific, doesn't originate from the Dispatch Center) Field Service Dispatcher > Service History

  • Field Service Dispatcher > Schedule and Dispatch > Task Right Click Menu > Schedule Task > Schedule Task Window > Plan Options are displayed > click technician's name (link) > Service History of selected technician

  • 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 technician's name > Service History of selected technician
Service Request

  • (Not OJET-specific, doesn't originate from the Dispatch Center) Field Service Dispatcher > Service Request > Service Requests > Create Service Request

  • (Not OJET-specific, doesn't originate from the Dispatch Center) Field Service Dispatcher > Service Request > Service Requests > Find Service Request > [OK]

  • Field Service Dispatcher > Schedule and Dispatch > Right-click task in Task list > Source Document

  • Field Service Dispatcher > Schedule and Dispatch > Plan Board or Gantt view > Right-click task > Source Document

  • Field Service Dispatcher > Schedule and Dispatch > (T) > Service Request Overview > Number (link) > Source Document

  • 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 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
Setup Field Service Dispatcher > Schedule and Dispatch > (M) Setup See the Oracle Field Service Implementation Guide.
Signature

  • (Not OJET-specific, doesn't originate from the Dispatch Center) Field Service Technician Portal: Field Service Technician Dashboard > (I) Update Task for a Task > Debrief subtab > [Task Report] > [Sign]

  • (Not OJET-specific, doesn't originate from the Dispatch Center) Field Service Technician Portal: Field Service Technician Dashboard > (I) Update Task for a Task > Debrief subtab > [Sign]

  • Field Service Technician Portal: Field Service Technician Dashboard > (I) Update Task for a Task > Debrief subtab > [Task Report] > [Sign]

  • Field Service Technician Portal: Field Service Technician Dashboard > (I) Update Task for a Task > Debrief subtab > [Sign]
Skill Assignment Field Service Dispatcher > Schedule and Dispatch > Select a task in Tasks list > Task Skills (T) Field Service Dispatcher > Skill Assignment
Submit Requests: Autonomous Scheduler (Not OJET-specific, doesn't originate from the Dispatch Center) Field Service Setup > Autonomous Scheduler Field Service Setup > Autonomous Scheduler
Task and Escalation Status (Not OJET-specific, doesn't originate from the Dispatch Center) Field Service Setup > CRM Foundation > Task and Escalation Manager > Setup > Define Task Status Field Service Setup > CRM Foundation > Task and Escalation Manager > Setup > Define Task Status
Task Dependencies

  • Field Service Dispatcher > Schedule and Dispatch > Right-click task in Task list > Task Dependency

  • Field Service Dispatcher > Schedule and Dispatch > Task, Plan Board, or Gantt views > Right-click task > Task Dependency

  • Field Service Dispatcher > Dispatch Center > (M) Navigate > Task Dependencies

  • Field Service Dispatcher > Dispatch Center > Task, Plan Board, or Gantt views > Right-click task > Task Dependencies
Task Parent/Child

  • Field Service Dispatcher > Schedule and Dispatch > Tasks view > Right-click Task in Tasks list > Parent/Child

  • Field Service Dispatcher > Schedule and Dispatch > Gantt view > Right-click Task > Parent/Child

  • Field Service Dispatcher > Schedule and Dispatch > Plan Board view > Right-click Task cell > 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 Field Service Dispatcher > Task Management
Update Task (Not OJET-specific, doesn't originate from the Dispatch Center) Field Service Technician Portal: Field Service Technician Dashboard > (I) Update Task for a 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 Departure or Arrival > Update Trip Field Service Dispatch Center > Plan Board or Gantt views > Right-click Departure or Arrival > Update Trip
View Parts Order Status (Not OJET-specific, doesn't originate from the Dispatch Center) Field Service Dispatcher > Spares Management > Spares Logistics > Parts Requirement Field Service Dispatcher > Spares Management > Spares Logistics > Parts Requirement
View Requests (Not OJET-specific, doesn't originate from the Dispatch Center) Field Service Dispatcher > Other > View Requests Field Service Dispatcher > Other > View Requests