This appendix covers the following topics:
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.
Window/Page | Navigator Menu Path |
---|---|
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 |
|
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 from Dispatch Center | 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 |
Create Trip | Field Service Dispatch Center > Plan Board or Gantt views > Right-click on resource name > Create Trip |
Customer Confirmation |
|
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 |
|
Geo Tester | Field Service Dispatcher > Geo Tester |
Inbound Reservations and Orders |
|
Receive Shipments | Field Service Dispatch Center > Plan Board or Gantt views > Right Click on resource name > Receive Parts |
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 |
Schedule Management |
|
Schedule Task |
|
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 |
|
Service Request |
|
Signature |
|
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 |
|
Task 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 |