Administering Service Regions

The transfer of service region information from Siebel CRM to Oracle Field Service is initiated by the service region administrators in Siebel. This will trigger the initial migration of service regions and related data such as employee, zip codes to Oracle Field Service. Below is the flow for the Initial migration of Service Region and related data. This is an async flow and hence user need not wait. Administrators need to come back later to check fields Engine, Sync Success Description and Transfer Complete Flag.

While creating the Service Region, select the engine as "iLog" which is the engine of Siebel Scheduler.
Administrator needs to first setup the Service Region as well as Schedule, Exception, Employees and Zip code under it and create Schedule in Oracle Field Service with the same Siebel Schedule name.
Once ready, Service Region can be migrated to OFS through click of “Transfer to OFS” Button on Service Region List view. "Engine" field on Service Region will be set to “OFS” and "Transfer Complete flag" will be updated to 'Y'.
"Sync Success Description" field will be set to Success if Service region data is successfully transferred to OFS.
In case any issue happen in this flow Error will be set in "Sync Success Description" field and Transfer complete flag will remain 'N'

Transfer of Service Region Information Workflow.

Along with the service region transfer, the following events will occur

Transfer of employee information mapped to this service region to Oracle Field Service as Technicians.
Transfer of employee work skill, work schedule, exceptions on the work schedule and location information to Oracle Field Service.