Configure the Where is My Technician Theme

You must configure a theme after you create it. You configure a theme to select a template, specify your branding details, select the tracking details, and decide whether you want to let customers provide feedback for the mobile worker and the service.

Before you start

Before you add the Feedback page, ensure that you've created the custom properties to store the feedback comments and rating. You can create the custom properties on the Configuration > Properties page.

Here's what to do

  1. Click Configuration > Themes.
  2. In the Where is My Technician section, click Edit on the Actions icon for the Where is My Technician theme of your choice.
  3. To add branding to the theme, click Branding and complete these fields:
    Field Name Action or Description
    Theme description Enter a description for the theme that helps you identify its purpose.
    Template Select the template that you want to use from Bright, Hero, and Minimal templates. Notice that the Scheduled, Days before, On the way, Arrived, and Feedback pages refresh with each detail that you add to the theme.
    Main color Click the hexadecimal number and select a color of your choice. Depending on the template you select, the Main color applies to the elements on the page and some text that must be highlighted. Some text is inverted based on the background color and the placement of the text. If the background is dark then the text can be white, if the background is light colored, then the text is black.
    Background color Click the hexadecimal number and select a color of your choice. This is the background color of the page. Your customers may access this page from their mobile phones and the screen width is limited, so choose the colors carefully. If you've selected the Hero template, then the Background picture field becomes available and you can upload a custom picture.
    Company logo Click Browse and select a file with the extension JPEG, PNG, GIF, TIFF, or SVG. You can select a file of maximum size 100 KB. This logo is displayed at the top of the page.
    Company favicon Click Browse and select a file with the extension ICO or PNG. You can select a file of maximum size 30 KB. This is the small icon is displayed on the web page header. It is typically a smaller image of your organization or product logo.

    You can configure the browser tab name in the Company field on the Localization tab. It will be shown next to the favicon.

    Custom domain name Enter the domain name that you want to use in the Where is My Technician URL. For example, https://wmt.example.com/k694jg. Here, k694g is the unique token.
    Note: If the Custom domain name field is empty, then the Where is My Technician URL can't be opened in an iFrame.
  4. To add a banner to the Where is My Technician page, click Banner.
    For more information, see the Add a Banner to the Where is My Technician Pages topic.
  5. To specify attributes such as arrival time and mobile worker's photo, click Attributes and complete these fields:
    Field Name Action or Description
    Arrival time Select one of these values to define the mobile worker's time of arrival:
    • Do not display: Select this option to hide the arrival time on the Where is My Technician page.
    • Communicated Window, Delivery window, Service window: Select this option to let the application choose the available value according to the activity status, value availability, and their priority:
      • Communicated Window:
        • Delivery Window
        • ETA
        • Service Window
        • Value returned through an outbound response message
      • Delivery Window
      • Service Window

        You can configure the arrival time further using the {ARRIVAL_TIME_RANGE} place holder. For more information on the {ARRIVAL_TIME_RANGE} place holder on the Localication tab, see the Available Placeholders on the Localization Tab topic.

    • Communicated Window: Select this option to display the time you've informed your customer that the mobile worker would arrive. The application doesn't update this value automatically. The options are:
      • Delivery Window
      • ETA
      • Service Window
      • Value returned through an outbound response message
    • Delivery window
    • Service window
    • ETA

    You can configure the 'ARRIVAL_TIME_RANGE' placeholder to configure the value that you want to use for Communicated Window. If the Delivery Window, Service window, or ETA is empty, then the arrival time isn't shown on the page.

    Type of service
    Select one of these values:
    • Do not display: Select this option to hide the type of service that the mobile worker is going to perform.
    • Activity type: Select this option to display the activity type as the type of service.
    Customer address
    Select one of these values:
    • Do not display: Select this option to hide the customer’s address.
    • Customer address: Select this option to display the customer’s address on the Where is My Technician page. This field includes the Address, City, ZIP/Postal Code, and State fields. If any of these values is empty, then it isn't shown on the page.
    Mobile Worker name Select whether you want to display the mobile worker’s name or the credence. You can choose any custom resource property that has the GUI set as Text element.
    Note: The Where is My Technician functionality isn't available for Contingent Workers.
    Show mobile worker photo Select the check box to display the mobile worker’s photo. If you don’t select the check box, no photo is shown. Be aware that the photo available in the Avatar field of the Resource Info page is used as the mobile worker’s photo.
  6. To add the map details, click Map and complete these fields:
    Field Name Action or Description
    Customer position Select one of these values:
    • Do not display: Select this option to hide the customer’s coordinates on the map. When you select this option, the mobile worker’s position is also hidden. Use the Customer address field on Attribute tab to hide the customer’s address on the page.
    • Exact: Select this option to display the exact position of the customer on the map.
    • Approximate: Select this option to display a bubble around the customer’s location on the map.
    Customer icon Select an icon from the drop-down list or, click Browse and select a custom icon. This icon indicates the location of the activity. If you select an icon from the drop-down list, its color changes according to the color you've selected in the Branding tab. If you select a custom icon, you can also select the position of the icon on the map.
    Mobile Worker position Select one of these values:
    • Do not display: Select this option to hide the mobile worker’s coordinates on the map.
    • Show with driving track: Select this option to display the mobile worker’s driving track, while showing the exact position of the customer on the map.
    • Show without driving track: Select this option to display the mobile worker icon without the driving track, when you've selected the customer position as 'Exact' or 'Approximate'. When you've selected the customer’s position as Approximate, the mobile worker icon is available till the mobile worker hits the bubble on the map. After that the mobile worker icon is hidden.
    If Google sends the navigation details and the mobile worker has shared their location, Oracle Field Service uses that data. If the mobile worker hasn't shared their location, or if Google hasn't sent the navigation details, Oracle Field Service uses the ETA (Start Time - Current-Time) to derive the estimated duration. The behavior is further clarified here:
    • Shows the ETA (expected time of arrival) from Oracle Field Service (StartTime - Current time), if Google hasn't yet sent the navigation details and ETA. In this case, only the customer icon shows on the map and ETA from Oracle Field Service.

    • Shows Google ETA as soon as it's available, then the route is available on the map, with the ETA from Google. In this case, the mobile worker icon with route displays on map and ETA updates to Google's ETA.

    • If the mobile worker becomes offline, the last position is remembered and shown. In this case, the user who opens the link sees the ETA to the mobile worker’s last position and as soon as the mobile worker becomes online, the ETA is updated. This means that the ETA may be about 4 hours and may suddenly become about 20 minutes, because the mobile worker’s actual position is updated.

    Do not show position Enter the number of minutes for which you want to hide the mobile worker’s position after they complete the previous appointment or after they activate the route. The activity status of the previous activity can be Complete, Note done, Canceled, Suspended, or the activity is reordered. As soon as the set time is over, the mobile worker icon is shown on the map. This helps you hide the coordinates of the previous customer or the mobile worker's home location. This field is set to 0 (zero) by default, which means, the mobile worker’s position is shown immediately after the mobile worker completes the previous appointment.
    Mobile Worker icon Select an icon from the drop-down list or, click Browse and select a custom icon. This icon indicates the mobile worker’s location. If you select an icon from the drop-down list, its color changes according to the color you've selected in the Branding tab. If you select a custom icon, you can also select the position of the icon on the map. You can use real car icons and show the car changing direction according to the route. Be aware that the anchor for these icons is in the center. If a mobile worker doesn’t share the location, or is offline for a long time, then only the customer’s location is displayed on the map. If neither the mobile worker's location nor the customer's location is available, only a blue map is displayed.
  7. To change the text that's displayed on the Where is My Technician page, click Localization and complete these steps:
    1. Click Locale and select the locale based on which you want to display the date and time. For more information on the languages and locales supported, see Default Translations and Date-Time Format.
    2. In each field, enter the text that you want to display, based on your business requirements. These values are always displayed in English.
    3. Click the question mark icon to view the description and default text of the field.
    4. Place the cursor at the required position, click the question mark, and then click Available placeholders. The data field is inserted at the selected location. Let’s say you want to change ‘{TECHNICIAN_NAME} is your mobile worker.’ to ‘Your mobile worker is ‘{TECHNICIAN_NAME}’. Delete the existing text and add ‘Your mobile worker is’. Place the cursor after ‘is’. Click the question mark icon and then click ‘{TECHNICIAN_NAME}’ under Available placeholders.
    5. Optionally, clear the custom text to view the default text.
  8. To add the Feedback page, click Feedback and complete these fields:
    Field Name Action or Description
    Enable feedback Select this check box to let your customers send feedback. Your customers can see the Feedback page even after the appointment is completed. You can configure the duration for which the page is available using the Allow offline sync and update activities after overnight within the following amount of hours setting on the Business Rules page. The duration within which your customers can save the feedback is calculated as the sum of the values of the Overnight work and Allow offline sync and update activities after overnight within the following amount of hours settings on the Business Rules page and your organization's time zone difference.

    If the Allow offline sync and update activities after overnight within the following amount of hours setting isn't enabled, or the time range that's specified on the Business Rules page is over, then the Feedback page isn't displayed.

    Feedback mode Select how you want to receive the feedback. You can choose from Comment and Rating, Comment, and Rating.
    Property for saving comments Select the property that you want to use to store the comments. Use only string type of custom activity properties for comments.
    Property for saving rating Select the property that you want to use to store the ratings. Use only integer type custom activity properties that have the GUI as Text for ratings.
    Localization Change the text that you want to display on the Feedback page. For more information on this, see Step 6.
  9. To provide more options to your customers on the Where is My Technician page, click Interaction and complete these fields:
    Field Name Action or Description
    Enable Cancel Select this check box to let your customers cancel the activity. Then, add the text for the confirmation page. Cancel is available for an activity that's in Pending status. Cancel is hidden as soon as the activity status changes to Started. For more information about how to use the feature for specific activity types, see the Enable the Cancel Feature for Specific Activity Types topic.
    Enable chatbot Select this check box to let your customers chat with a chatbot. Ensure that you've a license for Oracle Digital Assistant. Verify that your administrator has created a web channel and configured the chatbot flow in Oracle Digital Assistant. Get the values of Channel URI and Channel ID from Oracle Digital Assistant.
  10. Click Save.
    Your settings are saved and the Where is My Technician theme is created.