1Overview of Oracle Field Service Cloud Core Application

About the Core Application

The new Oracle Field Service Cloud Core Application combines the features of Oracle Field Service Core Manage Cloud Service and Oracle Field Service Mobility Cloud Service.

Oracle Field Service Core Manage Cloud Service includes the functionality for Dispatchers, Managers, and Administrators and Oracle Field Service Mobility Cloud Service includes the functionality for Field Resources and both the applications are accessed using different URLs. Now, you use a single URL to access the functionality for all these roles. The services available in Oracle Field Service Cloud Core Application include Dispatch Console, Routing, Smart Collaboration, Smart Forecasting, Capacity, and Configuration.

Supported Browsers

Oracle Field Service Cloud customers are required to remain on supported web browser platforms to ensure expected functionality and technical support.

The Oracle Software Web Browser Support Policy defines Oracle Global policy. The specific details for Oracle Field Service Cloud supported browsers apply to customers on the latest generally available (GA) release and are available at Oracle Field Service Cloud Browser Support Policy.

Log In

Use https://login.etadirect.com to access Oracle Field Service Cloud Core Application. Contact your Administrator for your user name and password for the application.

All users, including Dispatchers, Administrators, and Field Resources use the same URL to log in to the application. Each type of user has access to different screens, which is controlled by user permissions.

Reset Your Password

You can reset your password without any assistance from the administrator or someone in the back-office.

  1. Click Can’t sign in on the Login screen.

    The Let’s find your account screen is displayed.
  2. Enter your user name.

    If your user name is valid, the following password recovery email is sent to your email address:
    This figure shows the password recovery email.
  3. If you do not get the email, click Resend email.

  4. Open the email and click the link to recover the password.

    The Reset your password screen appears.
  5. Type the new password twice and click Submit.

    A confirmation that your password is reset appears.
  6. Click Back to sign in.

    The Login screen appears, where you can log in using the new password.

Offline Mode Tasks

You can access the application features offline, only if you have purchased it separately. If you have not purchased it, access to offline functions is restricted, and the data collected offline is not stored or processed.

The following table lists the tasks that you can and cannot perform offline:

You can: You cannot:
For the route
  • Activate/deactivate/reactivate route

  • Browse the activities list

  • Print the route

  • Add activities

  • Send resource requests

  • Browse the resource-request list

  • Browse resource-request details

For scheduled activities
  • Change activity order/position in the route

  • Browse activity details

  • Edit activity details

  • Set an activity to started/completed/canceled/delayed/suspended/not done

  • Delay/adjust time

  • Create/complete/delay pre-work

  • Send activity requests

  • Browse the activity-request list

  • Browse activity-request details

For non-scheduled activities
  • Send activity requests

  • Cancel activities

  • Browse activity details

  • Edit activity details

For inventory
  • Browse the inventory list

  • Browse/edit inventory details

  • Add/edit/install/deinstall/exchange inventory

  • Send inventory requests

  • Browse the inventory-request list

  • Browse inventory-request details

Other
  • Manage activity links (with some constraints)

  • Search the Parts Catalog (if provisioned and cached)

  • Work with multi-day activities (however, the number of segments cannot be calculated correctly)

For resources
  • Log in/log out

    Note: If you close and then reopen your browser during the time you are offline but are within the session expiration time, the browser will restart and the offline session will resume. Enter the URL of any screen to access the Restore screen.
  • Change your password

  • View maps, directions, or map layers

  • View calendars

  • Select a resource or change users

  • Change options

  • Manage activities not on today’s route

  • Add a teamwork activity

  • Reschedule an activity

  • View nearby activities

  • View activity history

  • Download and view thumbnails of files, images, and signatures

    Note: You can add new files to the activity when you are offline, but they are synchronized only when you are back online.
  • Preview files that are already on the server

  • Use action links that are only available for online use

  • Use Oracle Field Service Collaboration Cloud Service

  • Use Oracle Field Service Smart Location Cloud Service

Functionality for field managers only
Note: These tasks are in addition to the ones listed above.
  • Move an activity to another resource (when move within a user’s route is enabled)

  • View all resources on the resource selection screen if all resources do not fit on a single screen

  • View the Manage screen

  • Perform resource-management functions including, but not limited to:
    • Create/edit groups

    • Make calendar changes

    • Use the team map

    • Use the Gantt view

Access Routing, Capacity, and Forecasting screens

Services Available

This topic gives the list of services available in Oracle Field Service Cloud Core Application.

The following table gives the list of services available and the documents you can access to get more information:

Service Description Document
Configuration Lets you configure the application to suit your business requirements Administering Oracle Field Service Cloud
Forecasting Lets you forecast the workload and plan the capacity Using Forecasting Cloud Service
Capacity Lets you plan and manage capacity and quota availability for booking Using Capacity Cloud Service
Routing Lets you assign activities to resources based on activity location, skill set, and resource work history Using Routing Cloud Service
Smart Location Lets you find the location and track the travel patterns of a resource Using Smart Location Cloud Service

Accessibility

We recommend that you use the accessibility features provided by your operating system, browser, or your mobile device. People who are visually impaired can use a screen reader to interpret the user interface components. Further, you can use your device settings to change the color contrast and font size. The following table lists the applications that are rich in graphics and/or text, so you can adjust the color contrast (in your operating system or browser) or font size to view these screens:

Module Text rich Graphic rich
Oracle Field Service Capacity Cloud Service No Yes
Oracle Field Service Cloud Core Application Yes Yes
Oracle Field Service Collaboration Cloud Service No Yes
Oracle Field Service Forecasting Cloud Service No Yes
Oracle Field Service Routing Cloud Service No Yes
Oracle Field Service Reporting Cloud Service No Yes
Oracle Field Service Smart Location Cloud Service Yes No
Oracle Field Service Cloud ETAWorkforce N/A N/A
Oracle Field Service Administration Cloud Service Yes No