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Creating Schedules and Related Entities


Business administrators can create schedules and related entities in the Siebel application and Oracle Real-Time Scheduler 1.0.

The relationship between schedules, shift template profiles, and shift templates follows:

  • A schedule in the Siebel application maps to a shift template profile in Oracle Real-Time Scheduler 1.0. The business administrator creates the schedule record with the same name as the shift template profile in Oracle Real-Time Scheduler 1.0.
  • A shift template profile is a collection of shift templates.
  • A shift template represents the shift work for a given day. A shift template profile for a seven-day week has seven shift templates.

You create the schedule record in the Siebel application and a shift template profile with the same name in Oracle Real-Time Scheduler 1.0. You then enhance the shift template profile with data specific to Oracle Real-Time Scheduler 1.0, such as shift templates, breaks, limits, and so on.

Schedule exceptions represent nonworking days. Global Holiday is an example of a schedule exception. You create a schedule and maintain schedule exceptions in the Resource Manager client of Oracle Real-Time Scheduler 1.0. Exception synchronization between the Siebel application and Oracle Real-Time Scheduler 1.0 is not supported. For more information, see About Performing Schedule-Related Tasks in Oracle Real-Time Scheduler 1.0. For more information about tasks that you perform in Oracle Real-Time Scheduler 1.0, see the documentation for Oracle Real-Time Scheduler 1.0 in About Documentation for Oracle Real-Time Scheduler 1.0.

This task is a step in Process of Administering Schedules Using Siebel Field Service Integration to Oracle Real-Time Scheduler 1.0.

To create a schedule and related entities

  1. Create the schedule record in the Siebel application by completing the following steps:
    1. Log in to the Siebel application as a business administrator.
    2. Navigate to the Administration - Service screen, then the Schedules view.
    3. Create a new record, and complete the fields as appropriate.

      Only the schedule name is required for this integration. Do not define schedule hours for the schedule because this information is included in Oracle Real-Time Scheduler 1.0 as part of the shift template profile.

  2. Create the shift template profile and related entities in Oracle Real-Time Scheduler 1.0 by completing the following steps:
    1. Log in to the Resource Manager client of Oracle Real-Time Scheduler 1.0.
    2. Create the shift template profile with the same name as the schedule you create in Step 1.

      NOTE:  Make sure that the schedule (shift template profile) names match in the Siebel application and in Oracle Real-Time Scheduler 1.0.

    3. Create the shift templates that are associated with the shift template profile.
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