Add an Activity to a Route or a Bucket

Activities are usually added to routes through the routing process, however, you can add activities manually to a route or a bucket. Use this feature to set aside some time for a resource so that the application does not route any activities during that time.

  1. Click the hamburger icon and then click Dispatch Console.
  2. Select a resource or a bucket from the resource tree.
  3. Click the actions button and select Add Activity from the drop-down list.

    The Add Activity page displays.

  4. Select the activity type from the Activity Type drop-down list.

    The fields on the page change based on the activity type that you select.

  5. Complete the applicable fields.
    Field name Action
    Activity Type Select the activity type from the Activity Type drop-down list.
    Name Enter the customer’s name. Used for customer-facing activities only.
    Work Order Enter the work order number associated with this activity.
    Duration Enter the amount of time that the activity lasts. Select the hours and minutes in the respective drop-down lists.
    Position in Route Choose an option to indicate whether this activity is to be performed in a particular order.
    • Not Ordered means that the activity is not ordered, and appears as scheduled/not ordered the lower portion of the time view interface.

    • Ordered means that the activity is displayed on the resource's route. If you specify a time slot, the activity displays in that time slot. Otherwise, it displays as pending at the beginning of the route.

    Time Slot Select the period of time within which this activity can be started.
    All day Select All day to indicate that the activity can be performed any time during the day. When you submit the changes on this page, the application clears the values entered in the Time Slot Start and Time Slot End fields. All day is available only for the activities that belong to activity types for which you have deselected the Support of time slot option.
    Project Fields
    Note: The project specific information only applies to Oracle Fusion Field Service environments. You can verify whether you've Oracle Field Service or Oracle Fusion Field Service, by signing in and checking on the About page.
    Project List Enter or select the identifier for the project to which this activity is related.
    Note: Projects available for selection are limited to what the user has permission to view.
    Project Name Displays the project name.
    Project Description Displays the project description.
    Project Task Fields
    Note: The project specific information only applies to Oracle Fusion Field Service environments. You can verify whether you've Oracle Field Service or Oracle Fusion Field Service, by signing in and checking on the About page.
    Task Number Enter the number of the project task being referenced.
    Task Name Enter the name of the project task being referenced.
    Task Description Enter the task description associated with the project task.
    Task Level Displays the task level as per the project task referenced.
    Effort Enter the effort planned for this activity, typically by specifying the activity duration (hours and minutes).
    Note: Project task start/end dates are set based on activity SLA start/end. If the activity duration (effort) changes, the project task effort is updated accordingly.
    SLA Start Optionally, set the start date for the activity by adding the SLA start date and time.
    SLA End Optionally, set the end date for the activity by adding the SLA end date and time.
    Project Task DFF When you configure an activity along with its associated project task, you can also view fields of the corresponding project task DFFs on the Activity Details page.
  6. Click OK.