4Administer Oracle Field Service

The Administrator Role

The Administrator plays an essential role in the application. The Administrator user type is assigned to an individual or group of individuals who oversee the regular maintenance and updating of users, resources, calendars, and the Resource Tree.

The Administrator is responsible for a combination of functions that can include:
  • Managing users—Adding new users and deactivating users.

  • Assigning user types to users. Resetting passwords.

  • Managing the Resource Tree.

  • Managing the resource calendars, shifts, and teamwork.

  • Working with work zones, work skills, work conditions, and work skills groups.

The Administrator user type is unique to each company and includes any combination of the responsibilities mentioned earlier, depending upon the visibilities assigned to the user type. As a general rule, the administrator user:
  • Has read-write access to the interface.

  • Can manage user and resource related information.

  • Can manage own account (password).

Note: This document covers all aspects of an administrator’s role. Based on your company’s configuration and modules purchased, some of the functionality described in this document may not apply.
As an administrator, one of your key responsibilities is to manage user information. There are two primary types of users:
  • Users who use the manage aspect, for example, dispatchers and field managers.

  • Field service resources who use the mobile app, for example, field service personnel.

In either case, a user is someone who requires access to some part of the application’s interface.

Manage Users

You can set up users and maintain their accounts through the Resources page that opens from the Resources option on the hamburger menu. Much of the information that you enter is standard, based on your company’s login and password policies, but some are unique to the user and role they play in your configuration. This section describes one-time activities as well as periodic activities that are performed to conform to changes in the user’s role and company policy. For example, if users persist in attempting to log in with an incorrect password, they are locked out of their accounts. This section describes how to unlock the account and reset the password.

Access User Details

You can access user information to view the details and modify them.

  1. Click the hamburger menu and then click Resources.

    The users that belong to the organization level that you have access to are displayed.
  2. If you have access to multiple levels of the organization, click Change in the Org Unit/Bucket section. Search for and select the appropriate organization level for which you want to view the users. If you want to view all users, select the highest level of the organization.

  3. In the Resource Type section, select the type of resource you want to view.

    The resources that satisfy the criteria you have selected are displayed.
  4. Sort the list of resources using the Status, Collaboration, and Last Login options.

Add an Organization Unit or a Bucket

Use organization units to sort and organize the items in the Resource tree. You can use buckets to hold the activities that are not yet assigned to field resources.

Difference between resource, user, and child resource: A resource can be a field resource (a human being), a dispatcher, an administrator, a vehicle, or a tool. All resources are elements of the Resource tree. A user is a field resource or any other user that has access to Oracle Field Service. A child resource is a resource that is added to a bucket or an organization unit element of the resource tree. In the hierarchy of the resource tree, the bucket or the organization unit appears at a higher level than the child resource. A child resource can be a field resource (a human being), a vehicle, or a tool.

Organization units are typically used to group resources by location. Organization units cannot be route owners and you cannot assign activities to them. Buckets can have activities. However, dispatchers can assign activities to buckets manually and Routing can assign activities to buckets automatically. To add an organization unit or a bucket:

  1. Click the hamburger icon and then click Resources.

  2. Click the plus icon.

  3. Complete these fields:

    Field name Action
    Resource Type Select Group or Bucket. The fields on the page change based on the option you select.
    Name Enter the name of the organization unit or bucket the way you want it to appear in the resource tree.
    External ID Enter a unique ID for the organization unit or bucket. These IDs are optional.
    Org Unit/Bucket Select the organization unit or bucket under which you want to create the organization or bucket.
    Status Select whetner the organization unit or bucket is active or inactive. An inactive organization unit or bucket is not listed in the resource tree.
    Message Language Select the language in which dispatchers and technicians see the error messages.
    Time zone Your (currently logged in user) time zone is populated, change it if required. This is the time zone in which the organization is located.
    Time format Your (currently logged in user) time format is populated, change it if required. This is the time format that your resources see and use in the interface. This can be either 12-hour or 24-hour.
    Date format Your (currently logged in user) date format is populated, change it if required. This is the date format that your resources see and use in the interface. This can be either month-day-year or day-month-year.

    The date format controls the display of dates in numeric format.

  4. Click Submit.

    The new active organization unit or bucket is added to the resource tree, in the selected hierarchy.

Add a Dispatcher, a Manager, or an Administrator

You use the Add Resource page to add a dispatcher, a manager, or an administrator user. This is also the user without a resource; in other words, this user does not perform the duties of a field resource.

  1. Click the hamburger icon and then click Resources.

  2. Click the plus icon.

    The Add Resource page appears.
  3. Complete these fields:

    Field name Action
    Resource Type Select Manager/Dispatcher/Admin. The fields on the page change based on the option you select.
    Name Enter the resource name the way you want it to appear in the resource tree.
    Org Unit/Bucket Click the field and select the organization unit or bucket with which you want to associate the resource. Let’s say you want to add a dispatcher who manages a bucket and the resources under the bucket. Select the bucket to place the dispatcher so that the user can see only the bucket and the resources under that bucket. If you want to create a manager who may see the entire enterprise, select the parent level of the organization structure to add the manager. The options available for you are configured by your administrator. If you don't select any organization unit or bucket, the resource is treated as unassigned to any organization.
    Status Select whether the resource is active or inactive. Inactive resources cannot log in to the application.
    User Type Select the user type for the resource. The permissions assigned to the selected user type applies to this resource. In other words, the user type selected here determines the pages and the options the resource can see.
    Visible resources Select the resources the current resource can view, from the organization structure. The resource can see the resources belonging to the selected organization, organization unit, or bucket.
    Self assignment If you are assigning this resource to a bucket, select this check box to determine the availability of activities and resources for this resource. For more information, see the How Self-Assignment Works topic.
    Login Enter the user name with which the resource can log in to Oracle Field Service.
    Password, Confirm Password Enter the password that you want to set for the resource.
    Force password change at next login Select this check box, if you want the resource to change their password when they log in for the first time.
    Collaboration group Click and select the collaboration group that you want to add the resource to.
    Message Language Select the language in which you want the resource to see the error messages.
    Time zone Your (currently logged in user) time zone is populated, change it if required. This is the time zone that the resource sees and uses in the interface.
    Time format Your (currently logged in user) time format is populated, change it if required. This is the time format that the resource sees and uses in the interface. This can be either 12-hour or 24-hour.
    Date format Your (currently logged in user) date format is populated, change it if required. This is the date format that the resource sees and uses in the interface. This can be either month-day-year or day-month-year.

    The date format controls the display of dates in numeric format.

    Long date format

    Select the long date format that the resource views in the application. A long date is a date that includes words. For example, Wednesday, May 6, 2020.

  4. Click Submit.

    The new resource is added. If you have configured the Refresh Rate (refresh_rate) field for the user, it will not be used in Core Application.

How Self-Assignment Works

The Self-Assignment feature influences the availability of activities and resources for a user who is assigned to a bucket. By default, Self-Assignment is disabled. This setting is mostly used by dispatchers, who allocate activities to resources and usually do not perform any activities.

If a user is assigned to a bucket and Self-Assignment is cleared:
  • All child resources of the bucket are available to the user.
  • All activities in the bucket are available to the user (regardless of their work zones and work skills).
  • The user can move all activities between all available resources (for example, from the bucket to any of the assigned resources, between resources, from a resource back to a bucket).
  • Self-Assignment must be selected, if a technician is granted permission to assign tasks. (For example, the user is a crew chief, assigning activities to members of the crew, or a single technician allowed to choose activities to perform.)
If a user is assigned to a bucket and Self-Assignment is selected:
  • Only the resources explicitly assigned to the user are available to such a user (for example, the bucket, the user themselves and members of the crew). No other child resources of the bucket are available to the user.
  • Only those activities in the bucket that can be performed by at least one of available resources (subject to the work zone and work skill requirements) are available to the user.
  • The user can move only the available activities and only between the available resources.

Add a Field Resource

You must add a field resource, before you can assign activities to them.

  1. Click the hamburger icon and then click Resources.

  2. Click the plus icon.

    The Add Resource page appears.
  3. Complete these fields:

    Field name Action
    Resource Type Select Technician. The fields on the page change based on the option you select.
    Initial Ratio for Activity Duration Select the default ratio that is used for the resource, if there isn’t enough historical data for the resource for a particular type of activity. For such activities, the estimated duration of the technician is the value of the Initial ratio * company wide estimation (provided “Personalize the estimation of activity duration” is selected). After the technician completes at least one activity, the default ratio shows for the technician based on the reported duration.
    Type Select whether the resource is an in-house resource, or a contractor.
    Name Enter the resource name the way you want it to appear in the resource tree.
    External ID Enter the ID number from an external system, such as the employee ID number. These IDs are optional. If you use them, each resource must have a unique ID.
    Org Unit/Bucket Click the field and select the organization unit or bucket with which you want to associate the resource. The options available for you are configured by your administrator. If you don't select any organization unit or bucket, the resource is treated as unassigned to any organization.
    Status Select whether the resource is active or inactive. Inactive resources cannot log in to the application.
    Personal Info Enter the personal information of the resource.
    User Type Select the user type for the resource. The permissions assigned to the selected user type applies to this resource. In other words, the user type selected here determines the pages and the options the resource can see.
    Visible resources When you create a Field Resource, the Visible Resources field is prepopulated with the current resource's name. So, it means that technicians can see themselves. Select more resources the current resource can view, from the organization structure. The resource can see the resources belonging to the selected organization, organization unit, or bucket.
    Self assignment If you are assigning this resource to a bucket, select this check box to determine the availability of activities and resources for this resource. For more information, see the How Self-Assignment Works topic.
    Login Enter the user name with which the resource can log in to Oracle Field Service.
    Password, Confirm Password Enter the password that you want to set for the resource.
    Force password change at next login Select this check box, if you want the resource to change their password when they log in for the first time.
    Collaboration group Click and select the collaboration group that you want to add the resource to.
    Message Language Select the language in which the resource sees the error messages.
    Time zone Your (currently logged in user) time zone is populated, change it if required. This is the time zone that the resource sees and uses in the interface.
    Time format Your (currently logged in user) time format is populated, change it if required. This is the time format that the resource sees and uses in the interface. This can be either 12-hour or 24-hour.
    Date format Your (currently logged in user) date format is populated, change it if required. This is the date format that the resource sees and uses in the interface. This can be either month-day-year or day-month-year.

    The date format controls the display of dates in numeric format.

    Long date format

    Select the long date format that the resource views in the application. A long date is a date that includes words. For example, Wednesday, May 6, 2020.

  4. Click Submit.

    The new resource is added.

Change the Resource Type of a Field Resource

Sometimes, you may have to change a field resource to a dispatcher or manager. When you do this, the resource becomes inactive and a user is created.

  1. Click the hamburger icon and then click Resources.

  2. Type the resource name for which you want to change the Resource Type in the Search field.

    The matching results appear.
  3. Click the required resource name.

    The Resource Info page appears, with all the details of the resource.
  4. Click the stack icon and then click Edit.

    The Edit Resource page appears.
  5. In the Resource Type field, select Manager/Dispatcher/Admin.

  6. Click Submit.

    The resource becomes inactive, and a user is created.

Change the Resource Type of a Manager, a Dispatcher, or an Administrator

Sometimes, you may have to change a Manager, a Dispatcher, or an Administrator to a field resource. When you do this, the field resource is created and the Manager, Dispatcher, or Administrator is not available anymore.

  1. Click the hamburger icon and then click Resources.

  2. Type the resource name for which you want to change the Resource Type in the Search field.

  3. In the search results, click the required resource name.

  4. On the Resource Info page, click the stack icon and then click Edit.

  5. In the Resource Type field, select a field resource.

  6. Click Submit.

    The field resource is created and the Manager, Dispatcher, or Administrator is not available anymore on the Resources page.

Activate, Deactivate, or Delete a User

You can control users’ access to the application by activating or deactivating them. Active users can log in and use the application. Deactivated uses can be re-activated when needed. Deleted users are no longer available in the resource tree.

  1. Use one of the following ways to access the user that you want to activate or deactivate:

    1. In the resource tree, click the user for which you want to change the status. Click the Info icon for the resource. On the Resource Info page, click the stack icon and then click Edit. The Edit Resource page appears.

    2. Click the hamburger menu and then click Resources. Search for the resource for which you want to change the status. In the search result, click the resource name. On the Resource Info page, click the stack icon and then click Edit. The Edit Resource page appears.

  2. In the Status drop-down list, select active or inactive, depending on whether you are activating or deactivating the resource.

  3. Click Submit.

  4. If you want to activate, deactivate, or delete multiple users, click the hamburger menu and then click Resources. Search for the resources for which you want to change the status. In the search result, select the check box against resource names and click the appropriate check box in the header. However, note that your administrator must first configure these group actions for the Resources context layout structure, before you can use them.

Unlock a User Account

When a user makes too many unsuccessful attempts to log in, the account is locked.

  1. Click the hamburger menu and then click Resources.

  2. Select Blocked under Status.

  3. Select the check box next to the resource whose account you want to unlock.

  4. Click Unlock above the list of resources.

    Unlock appreas as an option, only if you have configured it on the Resources context layout structure.
  5. Click Unlock in the confirmation diaog.

Reset a User’s Password

As a user administrator, one of the most common jobs you do is reset passwords. If a user is locked out, it is most often because the user exceeded the maximum number of password attempts. Sometimes in addition to unlocking a user’s account, you may also have to change their password.

  1. Click the hamburger menu and then click Resources.

  2. Search for the resource for which you want to reset the password. In the search result, click the resource name.

  3. Click the stack icon and then click Edit.

    The Edit Resource page appears.
  4. Type in the new password in both the Password field and the Confirm Password field.

    You can select the Force password change at next login check box to force the user to change the password when they log in the next time.
  5. Click Submit.

    The password is reset.

The Resource Tree

The resource tree provides a hierarchical view of your organization’s resources, typically sorted by geographical region. It displays on the left of the page.

You can click the toggle button to show or hide the resource tree. When you select a resource from the resource tree, the resource’s activities display in the work area on the right. Click the plus sign (+) next to an entity in the resource tree to expand and view the entities under that group or bucket. Click the minus (-) sign to collapse that view.

The resource types and the overview of the roles performed by each item in the resource tree are:
  • Field resource: This resource can perform work, has work skills, work zones associated, and has a related user that is an actual person performing work or a crew or people.

  • Vehicle: This resource can have work skills, inventory, and geolocation tracking enabled. When assigned to a team it may add the required work skills and inventory to be used by the team.

  • Tool: This resource represents specific tools such as 30-feet ladder and excavator. This resource can have work skills, inventory, and geolocation tracking enabled. When assigned to a team it may add the required work skills and inventory to be used by the team.

  • Bucket: This resource is used to accumulate work that is not yet distributed to field resources. Only the application can assign activities to this resource. This resource is used for Quota Management.

  • Organization unit: This resource aggregates field resources, vehicles, and tools in the tree-like hierarchy to simplify management and reporting. This resource is used for Quota Management.

Designate Buckets for Capacity or Quota Management

After adding a bucket, you must select whether you want to use it for Capacity Management or Quota Management.

  1. Click the bucket name in the Resource Tree.

  2. Select the Use as Capacity Area check box.

    The Routing profile, Capacity categories, and the Time slots fields appear.
    Note: When you select the "Used for Quota management" option for a bucket, you cannot change the resource type and deselect this option. Similarly, if you have deselected Use as Capacity Area the option initially, you cannot change the resource type and select the option.

Add Capacity Categories and Time Slots

If you designate a bucket as a capacity bucket used for quota calculation, then the page displays the capacity categories and time slots fields. The selections you make here determine how the Quota section appears. Configuring capacity categories and time slots on a bucket-by-bucket basis is helpful when different regions and types of resources within these buckets require different skills and time slots.

  1. Click the bucket name in the Resource Tree.

  2. Select the Use as Capacity Area check box.

    The Routing profile, Capacity categories, and the Time slots fields appear.
  3. Select the Time Slots that will be used for Quota Management in this bucket. Click the pencil icon next to the Time Slots field.

    The Edit Time Slots field appears.
  4. Select the time slots that will be used for quota management for this bucket then click Save.

  5. Select the Capacity Categories that will be used for Quota Management in this bucket. Click the pencil icon next to the Capacity Categories field.

    The Edit Capacity Categories field appears.
  6. Select the capacity categories that will be used for quota management for this bucket. Click Save.

  7. Select the level at which quota is defined in this bucket (i.e., day, time slot, capacity category).

    This determines the visibility of the Day, Time slot, and Capacity category tables in the Quota view.
  8. Select the levels on which quota can be closed in this bucket.

    Note that quota can also be closed by work zone.
  9. Select the levels for which maximum capacity should be estimated.

    Maximum capacity is the maximum number of minutes for activities booking. The application checks that the total duration of booked activities plus the total duration of other activities does not exceed maximum capacity.
  10. Click OK to save the bucket information.

Rules for Removing Inactive Resources

Resources that have an inactive status for more than 12 months are automatically removed from the application to improve performance and remove clutter from the resource tree.

These rules are applied to remove the resource:
  1. Resource Type Role = ‘Field Resource’, ‘Vehicle’, or ‘Tool’ is deleted and removed if the resource:
    • Has an inactive status

    • Was last updated more than 12 months ago

    • Does not have activities in future days (non-scheduled activities, teamwork, and so on)

    • Is not used in visibility conditions in User types configuration (via ‘pid’ or ‘external_id’)

    • Is not used in blocking conditions of Message steps (via ‘external_id’)

    • Is not used in conditions of Filters (via ‘external_id’)

    • Does not have a related user whose ‘uid’ is used in visibility conditions in User Types configuration

  2. Resource Type Role = ‘Bucket’ or ‘Organizational Unit’ is deleted and removed if the resource:
    • Has an inactive status

    • Was last updated more than 365 days ago, where:
      • Any field or property for the resource was changed

      • Resource calendars were changed

      • Resource work zones were changed

      • Resource locations were changed

      • Resource inventories were changed

      • Resource time slots were changed

      • Resource capacity categories were changed

      • Resource routing profiles were changed

      • Visibilities between users and this resource were changed

    • Resource does not have any child resources

    • Resource does not have activities in future days

    • Resource is not used in visibility conditions in User types configuration (via ‘pid’ or ‘external_id’)

    • Resource is not used in blocking conditions of Message steps (via ‘external_id’)

    • Resource is not used in conditions of Filters (via ‘external_id’)

    • Resource does not have a related user whose ‘uid’ is used in visibility conditions in User Types configuration

Update means:
  • Any field or property for the resource was changed

  • Resource calendars were changed

  • Resource locations were changed

  • Resource work zones were changed

  • Resource inventories were changed

  • Resource associated as Field Resource for some user

  • Visibilities between users and this resource were changed

Configure the Activity Labels

You must configure the activity labels that you want to see on the Month view.

  1. Click Configuration > User Types.

  2. Select the user type for which you want to configure the activity labels.

  3. Click Screen configuration.

  4. Expand Application screens and click Activity time view label.

  5. Click Click to Add. On the Add property window, select the properties that you want to display as labels.

  6. Click OK.

  7. In the [property] visibility section, click Add new visibility.

    Read-Only is selected by default.
  8. Click Save.

  9. Click Add new visibility in the [property] value visibilities section. By default, all the values for the property are visible. If you want to have it that way, click Save. If you want to add visibility to specific values, select the values and then click Save.

  10. Click Close. Go to the Month view in Dispatch Console.

    The labels are displayed.

Configure Activity and Resource Hints

Activity hint is a context menu that is displayed when you click an activity on the List, Time, or Map view. Similarly, resource hint is displayed when you click a resource in the resource tree. These menus can include static text such as activity type or capacity category and buttons for actions such as adding or starting an activity. The menu can also include links to open forms and plug-ins.

  1. Click Configure > User Types.

  2. Select the type of user for which you want to configure the hint and click Screen configuration.

  3. Expand Application screens.

  4. To add an activity hint, locate Activity hint in the Dispatch Console tree and click it. To add a resource hint, locate Resource hint in the Main menu tree and click it.

    The Context layout structure opens for the selected hint. This page displays two sections— Layout structure and Actions.
  5. Click Click to Add in the Layout structure section and select the required items.

    The items in the Layout structure are static text items.
  6. Click Click to Add in the Actions section.

    The Add action dialog box appears and displays these options:
    • Standard action screen: Lets you add standard actions such as Activate route, Add child resource, Add to group, and so on.

    • Plugins: Lets you add plug-ins. The plug-ins that you have added on the Forms & Plugins page are listed here.

    • Custom forms: Lets you add custom forms. The Forms that you have added on the Forms & Plugins page are listed here.

  7. Select one of the three options and then select the required item in the Available list.

  8. Click OK.

    The properties of the newly added item are displayed.
  9. Click Add new visibility.

    Read-only is selected by default on the [item] visibility dialog box.
  10. Click Conditions and add any conditions based on which you want to display the link.

  11. Click Save.

    The new item or link is added to the hint. The item is displayed when the user refreshes the application, or logs in to it the next time.

Configure Time and List Views

You can configure the columns that display on the Time and List views to suit your business requirements.

  1. Click Configure > User Types.

  2. Select the type of user for which you want to configure the views and click Screen configuration.

  3. Expand Application screens.

  4. Click List view columns in the Dispatch Console tree.

    Context layout structure opens and displays the default items available on the page. You can more static text or action items to it.
  5. Click Click to Add in the Layout structure section and select the required items.

    The items in the Layout structure are static text items.
  6. Click Click to Add in the Actions section.

    The Add action dialog box appears and displays these options:
    • Standard action screen: Lets you add standard actions such as Activate route, Add child resource, and so on.

    • Plugins: Lets you add plug-ins. The plug-ins that you have added on the Forms & Plugins page are listed here.

    • Custom forms: Lets you add custom forms. The Forms that you have added on the Forms & Plugins page are listed here.

  7. Select one of the three options and then select the required item in the Available list.

  8. Click OK.

    The properties of the newly added item are displayed.
  9. Click Add new visibility.

    Read-only is selected by default on the [item] visibility dialog box.
  10. Click Conditions and add any conditions based on which you want to display the link.

  11. Click Save.

Provide Access to the Required Inventory Page

You must provide access to the desired resources for the Required Inventory pages, so that the resources can add, edit, and delete Required Inventory.

  1. Follow these steps to provide access to the Add Required Inventory page:

    1. Click Configuration, User Types.

    2. Select the user type for which you want to provide access.

    3. Click Screen configuration.

    4. Locate and click Inventory grid.

    5. Click Click to add. Search for and select Add to Required.

    6. Click OK.

    7. Click Add new visibility and then click Save.

      The Add to Required button is added to the Inventory list on the Activity details page.
  2. Follow these steps to provide access to the Edit required inventory and Delete required inventory pages:

    1. Repeat the steps a to c mentioned earlier.

    2. Click Edit required inventory.

    3. Add a button and select the Edit required inventory page. Similarly, add a button and select the Delete required inventory page.

    4. Click OK and then click Save.

      The Edit required inventory and Delete required inventory buttons are added to the Inventory list on the Activity details page.

Configure the Inventory Identifier Context Layout Structure

You must configure the Inventory identifier Context Layout Structure page to view the inventory details on the Inventory page.

  1. Click Configuration > User Types.

  2. Select the User Type for which you want to configure the Inventory identifiers page.

  3. Expand Collaboration and Identifiers and click Identify equipment by.

    The Inventory Identifier Context Layout Structure appears.
  4. To add a new column to the inventory table, add a new property.

  5. Click Add new visibility and add rules to hide or show the columns.

  6. Change the order of properties to the order in which you want to display the columns of the table.

    The columns are added to the inventory table.
  7. Click X or Close.

    These rules apply to the columns that you configure here:
    • The columns of the table don't support custom styles.

    • The column order corresponds to the order you have configured here.

    • If a column name is longer than the column width, then the full name shows as a tool tip.

    • If there are more columns than can be shown on the page, the horizontal scroll bar appears.

    • By default, Quantity is shown as the extreme right column and is fixed on the right side of the page, if there is a scroll bar.

    • Required inventory displays first with the columns Inventory type, Inventory Model, Missing Quantity, and Quantity. You cannot configure the columns for this section.

    • Pool statements are expanded by default and saved after you collapse or expand them.

    • You can hide the columns using the visibility conditions on the 'Inventory identifier' context layout, if there is no value.

Add 'Select Resource' to a Visual Form Editor

You can add the Select Resource button to the Edit/View activity and Add/Details inventory Visual Form Editor to help dispatchers, field users, and supervisors view activities assigned to a technician in one click. For dispatchers, Select Resource leads to the Dispatch Console, where resource is automatically selected in the resource tree. For users working in the field and for supervisors who don’t have access to the Dispatch Console, Select Resource opens the technicians’ landing page.

  1. Click Configuration > User Types.

  2. Select the User Type for which you want to add the button and go to the Screen configuration tab.

  3. Expand Application screens and click Edit/View activity.

  4. Expand New element and drag and drop the Button element to the header.

  5. Click the pencil icon in the Standard action screen field.

  6. On the Select screen dialog, select Select Resource [select_provider] in the Screen field.

    The Select Resource button is added with a default visibility of Read-Only.
  7. Click OK.

  8. Add any name translations and visibility conditions that you want.

  9. Click Save on the Visual Form Editor.

  10. Repeat steps 3 to 9 and add the button to the Add/Details inventory page.

Add Resource History to the Resource Info Context Layout Structure

You must add the Resource History property to the Resource Info context layout structure, so that users can view, filter, sort, and export the resource history.

  1. Click Configuration > User Types.

  2. Select the user type for which you want to add the Resource History option.

  3. Click Screen configuration.

  4. Under Application screens, locate and click Resource/User Info.

  5. Select an existing tab or property and then click Group.

  6. Add a name for the tab in the Name field.

  7. In the Tab Type drop-down list, select Resource History and then click OK.

  8. Click Add new visibility and then click Save.

Add the Access Schedule Fields to a Page

The Access Schedule fields include the Access Schedule and Access Hours fields. The Access Hours fields are auto-calculated. Access Hours may be empty for a non-scheduled activity and/or when you are in the offline mode. As soon as you are online and the Access Schedule changes are populated for a scheduled activity, the Access Hours data is shown. You can add Access Schedule in Read-Only and Read-Write mode, but you can add Access Hours only as Read-Only. In most of the contexts (including activity-related pages, lists and hints, with the only exception of Activity details) the Access Schedule field also includes Access Hours, if it is calculated.

  1. Click Configuration > User Types.

  2. Click the User Type for which you want to add the Access Schedule fields.

  3. Click Screen configuration. Under Application screens, locate and click the page to which you want to add the fields.

  4. From the New element section, drag and drop the Input element to the required position on the Visual Form Editor.

  5. Click the element and then click the pencil icon in the Activity field drop-down list.

  6. Select Access Schedule [access_schedule] and click OK.

  7. Add the translations and the visibility.

  8. Repeat steps 4 to 7 to add the Access Hours [access_hours] fields.

  9. Click Save.

Add an External Plug-In to the Main Menu

You can add external plug-ins that are created as HTML5 applications to the Main menu. You cannot add the plug-ins that have the Only for Legacy Manage main menu option selected. And, you cannot add native application plug-ins either.

Note: If you add an external plug-in as the first item in the Main menu, the menu item shows in the correct order. However, the plug-in does not open when the user logs in. Instead, a standard page or a plug-in that you have created using the Plugin API Framework that is next in the order is opened.
  1. Click Configuration > User Types.

  2. Select the type of user for which you want to add the plug-in and then click Screen configuration.

  3. Expand Application screens and click Main menu.

  4. Select an existing button and click Add button.

  5. On the Add button dialog box, click Plugins.

  6. Select the plug-in that you want to add and click OK.

  7. Click Add new visibility, and then click Save.

  8. Follow these steps, if you want to pass any parameters to the plug-in:

    1. Click Add new in the Parameters section.

    2. Enter a name for the parameter in the Name field. For example, enter defaultScreen to define a page as the default page in the plug-in. The maximum length of the name that you can enter is 248 characters.

    3. Enter a value for the parameter. For example, enter part_order to display the Part order page as the default page in the plug-in. The maximum length of the value that you can enter is 4000 characters.

    4. Click Save.

    5. Repeat the procedure for all the parameters that you want to configure. The total combined length of all parameter names and values must not exceed 5000 characters. These parameters are not encrypted when sent to the plug-in.

  9. Click Close or X.

    The plug-in is added to the Main menu.
  10. Click the Main menu and confirm that the plug-in is available.

Configure the Visibility for Booking Status, Quota, and Available Capacity Pages

The visibility level of the Main menu item does not control the access level for the Booking status, Quota, and Available capacity pages. You must configure the visibility levels for each of these pages separately.

  1. Click Configuration > User Types.

  2. Click the user type for which you want to add or modify the visibility for the Quota pages.

  3. Click Screen configuration.

  4. Expand Application screens and click Quota.

    Booking status, Quota, and Available capacity are displayed in the Buttons section.
  5. Click an item of your choice. Click Modify in the visibility table.

  6. Click the access mode of your choice and then click Save.

Configure the Fields for Print Route

You must configure the fields to be displayed on the Print Route page, using the Print Route context layout. When a user prints the route, all the fields configured for the selected resource or bucket are displayed and printed. In addition to the configured fields, the list of inventory in the Resource pool is displayed at the bottom.

Note: The application can print a maximum of 1000 activities at a time using the Print Route function. If there are more than 1000 activities, only the first 1000 activities are displayed with a note.
  1. Click Configuration > User Types.

  2. Click the user type for which you want to configure Print Route.

  3. Click Screen configuration.

  4. Expand Application screens and click Print Route under Main menu > Activity list.

  5. Click Click to Add and then select the required fields.

    You can select all the activity related fields, including custom fields.
  6. Click OK.

  7. For all the fields, click Add new visibility and then click Save.

Enable Activity Selection by Location

Let's say a field resource is assigned with multiple activities in the same location. When the resource completes one of the activities, they can see the other activities in location, if you have configured the Suggest activity by location option. This functionality is available in the offline mode as well. An activity is considered to be at the same location, if the distance is within ‘X meters, where X’ is the Resource Parameter is defined under the Smart Location section.

  1. Click Configuration > User Types.

  2. Select the user type for which you want to enable the Suggest activity by location option.

  3. Under the Activity Management section, select the Suggest activity by location check box.

  4. Click Save.

  5. To configure the Resource Parameter, click Configuration > Business Rules.

  6. Go to the Maps and Geocoding section. In the Resource is considered to be at the activity location if the distance to it is less than field, enter the distance in meters.

    A resource is considered to be at the activity location if the distance to it is less than X meters. If you do not have a license for Smart Location / Professional/ Enterprise Cloud services, then the value is set to 100 meters; you cannot change this value.

User Interface for Field Resources

As an administrator, you configure the interface for field resources. Typically, field resources are assigned to the Technician user type.

Field resources see 'tiles' on their home page, where each tile opens the page for a specific function they perform.

Add My Route to the Main Menu

You can configure the landing page for Field Resources to display either the My Route page or the list of activities.

  1. Click Configuration > User Types.

  2. Under Screen Configuration, go to Application Screens and click Main Menu.

  3. Click Click to Add and add My Route.

  4. Click Add new visibility and then click Save.

    My Route is added to the Main menu. For users who have a route, My Route is always displayed in the Main menu regardless of whether it is configured or not. If you have not configured My Route but have configured other items for the Main menu, My Route is displayed as the first item. If you have configured My Route and other items, the position of My Route is per the configuration. If a user has access to multiple resources and also has a route of their own, if you have not configured any items, Manage and My Route are displayed in the Main menu. If a user does not have a route of their own, My Route is not displayed in the Main menu even if you have configured it for them.
    Note: If you want the resources who do not have access to multiple resources to access the Main menu, then set the 'Field Resource Landing Page' option on the Configuration → Display page to 'My Route'. If you set it to 'Activity List', these users will not have access to other Main menu items.

Add a Custom Form to the Landing Page

You can display custom Forms on the field resource Landing page. This is helpful when you have custom forms for field resources to capture vehicle or safety inspection details or some type of expense.

  1. Open the Configuration page and click User Types.

  2. Select the user type for which you want to modify the Landing page.

  3. Go to the Screen Configuration page and click Activity List.

  4. Click Click to Add.

  5. On the Add button dialog box, select Custom Forms.

  6. Select a form in the Available list and click OK.

  7. Provide a custom name for the tile.

  8. Click Add new visibility.

  9. Add any conditions required for the visibility of the form and then click Save.

    A link to the custom form appears as a tile on the Landing page. The link contains the name and icon. the custom form is displayed when the user clicks the icon.
  10. To display the History tile on the Landing page, repeat the steps 4 to 9 and add the Request History standard action.