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  • Title and Copyright Information
  • Preface
  • 1 Configure the General Settings
    • Your Company’s Configuration
      • Configuration Page Access and Visibility Settings
    • Configure Business Rules
      • Configure Activity Map Markers
      • Geocoding in Oracle Fusion Field Service
      • Add a Map Layer
        • Cancel a Map Layer Upload
        • Messages for Failed Upload
        • Display a Work Zone Layer on a Map
        • Update Shape Properties
        • Assign Permissions to a Map Layer
        • Delete a Map Layer
        • Download a Shape File that was Uploaded from a Local Device
      • Configure the Reasons for Skipping Activities Suggested when Idle
      • Configure the Manual Move Reasons
      • Define the Activity Search Fields
      • Define the Inventory Search Fields
      • Capacity Time Intervals
    • Link Templates
      • Add a Link Template
    • Calendars
      • Create and Delete Work Schedules
      • Add a Shift to a Work Schedule
      • Add Non-Working Time to a Work Schedule
      • Add a Non-Working Reason
      • Shifts
        • Add a Shift
        • Add an Activity to a Shift
    • Work Skills
      • Work Skills in Oracle Fusion Field Service
      • Add a Work Skill
      • Delete, Activate, or Deactivate a Work Skill
      • Temporary Work Skills
      • Define a Temporary Work Skill
      • Edit a Work Skill
      • Work Skill Conditions
        • Add a Work Skill Condition
        • Delete a Work Skill Condition
      • Add a Work Skill Group
      • Delete a Work Skill Group
    • Work Zones
      • Work Zones
      • Add a Work Zone
      • View Work Zones
      • Edit a Work Zone
      • Activate or Deactivate a Work Zone
      • Edit the Work Zone Key
      • Export and Import Work Zones
      • Example of Work Zone Export XML Structure
      • Add a Travel Area
        • Travel Time Prediction
      • Delete a Travel Area
  • 2 Configure Resources, Activities, and Inventories
    • Activity Types
      • Add an Activity Type
      • Find Activity Types
      • View Internal Activity Types
      • Activity Alerts
      • Activate, deactivate, or delete an activity type
      • Calculate Activity Duration
      • Activity Duration Statistics Fields
      • Pre-Calculated Travel Statistics
    • Capacity Categories
      • Provide Access to the Capacity Categories Page
      • Create a Capacity Category
      • Edit a Capacity Category
      • Delete a Capacity Category
      • Add or Edit Work Skills Within a Capacity Category
      • Add or Edit Time Slots Within a Capacity Category
    • Inventory Types
      • Add an Inventory Type
      • Edit an Inventory Type
      • Activate or Deactivate an Inventory Type
    • Properties
      • Create and format a string property
      • Add a String Property to the Screen Configuration
      • Create an Enumeration Property
      • Create a File Property
      • Supported MIME types
      • Create an Integer Property
      • Export and Import Properties
    • Resource Types
      • Add a Resource Type for the Field Resource Role
      • Example of a Travel Allowance Calculation
      • Add a Resource Type for the Bucket Role
      • Add a Resource Type for the Organization Unit Role
      • Add a Resource Type for Contingent Worker
      • Add a Resource Type for Warehouse
    • Configure Activity Booking
      • Prerequisites to use the Activity Booking feature
      • Create a Layout for Booking an Activity
      • Activity Type Constraints
      • Include Time Slot Support
      • Time Slot Page Configuration
      • Include the Calculate Travel Option
      • Include the Calculate Activity Duration Using Statistics Option
      • Enable Work Zone Support
      • Enable Work Skill Support
      • Activity Booking Error Messages
    • Parts Catalogs
      • Register an Item Catalog
      • Assign an Item Catalog to a User Type
    • Activity Bundling Rules
      • Activity Bundling Rules
      • Add an Activity Bundling Rule to Exchange Information
      • Add an Activity Bundling Rule to Optimize Workload
  • 3 Configure the Display Settings
    • Glossary Entries
      • Modify a glossary entry
      • Export and Import Glossary Items
      • Add an Active Language
      • Edit Property Descriptions
      • Example of Editing a Property Description
    • Configure the Display Page
    • Set Your Language
    • Themes
      • View Themes
      • Add a Theme
    • Where is My Technician
      • How to Use the Feature?
      • Create a Theme for Where is My Technician
      • Configure Where is My Technician Theme
      • Add a Banner to the Where is My Technician Pages
      • Enable the Cancel Feature for Specific Activity Types
      • Add a Tracking URL to a Message Scenario
      • Use Cases and their Launch Conditions
      • Available Placeholders on the Localization Tab
      • Use Communicated Window
      • Use Notification Channels to Send Tracking Details
      • Verify Whether the URL is Generated for the Message Step
      • View Activities Canceled Through the Where is My Technician Page
      • Configure a Custom Domain for the Where is My Technician URL
      • Default Translations and Date-Time Format
      • Example of NGINX Configuration
      • Example of How You Can Open a Where Is My Technician URL With a Custom Domain in iFrame
      • Get notified when negative feedback is submitted
      • Overview of Using Oracle Digital Assistant with Where is My Technician
        • Before You Begin with Oracle Digital Assistant
        • Define the Skills You want to Use
        • Configuration Steps
        • Pull the Skill from the Skill Store
        • Create a Web Channel
        • Add the Channel URI and ID on the Where is My Technician Theme
        • Configure the APIs and Activity Permissions
        • Create Custom Properties to use with Oracle Digital Assistant
        • Configure the Authentication
        • Feature Selection in the Skill
        • Configure a Skill
        • Configure your Welcome Message
        • Validate the Integration
        • Assistant View for the Where is My Technician Page
    • Create a custom filter
      • Add a condition to a custom filter
      • Delete a Filter Condition
      • Delete a Filter
    • Custom Forms and Plug-Ins
      • Provide Access to the Forms & Plugins Page
      • View the Forms and Plug-Ins in the Application
      • Create a Form
      • Configure the Form Elements
      • Add a Barcode, QR Code, or NFC Scanner Field
      • Fields that Cannot have the Barcode/QR Code Scanner Option
      • Properties that You can Use with Forms
      • Where can you use a Form
      • Add the custom Form to a page
      • Call a Form From a Button or Link
      • Launch a Custom Form Dynamically
      • Create a Form Property to Store the Form Label
      • Link the Form Property to a Button
      • Add the Form Property to a Workflow Step
      • Populate the Label into the Form Property of a New Activity
      • View Form Submission Results
      • Lifecycle of a Form
      • Export and Import Forms
      • Designing Form PDF HTML Templates
      • Update PDF Template in Form Configuration
      • Validate Template in Form Configuration
    • Types of Plugins
      • Add, Host, and Configure a Plug-In
    • The Navigate Action
      • Modify the Navigate Action
    • Workflows and How to Configure a Workflow
      • Add a Workflow
      • Add a Workflow Step
      • Add a Workflow Condition and Activate the Workflow
      • Edit a Custom Form within a Workflow
      • Tips to Configure Activity Pages for Workflows
      • Associate a Workflow with an Activity
      • Export and Import Workflows
      • Use Cases to Configure a Workflow
      • Add Install Required Inventory Workflow Step
  • 4 Configure Users and Security
    • Organizations
      • Create, Edit, or Delete Organizations
    • Sign in Policies
      • Application Environments
      • Before you Create a Login Policy
      • LDAP Connection Validation When Configuring Login Policy
      • Login policy for LDAP, SAML, or OpenID Connect authentication method
      • Sample Metadata XML File for SAML Identity Provider
      • Set up the SSO authentication
      • Change from login.etadirect.com to the Environment URL
    • Configure User Types
      • User-Type Settings
      • General Tab
      • Screens Tab Settings
      • Restrictions and Filters Page
      • Copy or Share a Page Configuration
      • Configure the Main Menu
      • Edit a Context Layout Structure
      • Visual Form Editor
        • Default Values and Validation Rules
        • Configure Default Values and Validation Rules
        • Default value and validation rules supported Fields
        • Language Expressions
        • Data Type Conversion
        • Examples of Validation Rules
        • Processing Rules
        • Syntax for Default Values and Validation Rules
        • Functions in Language Expressions
        • The now Function
        • Configure a Context Layout Structure
        • Restrictions and Filters
        • Add Access Schedule Fields
      • Configure Activity Buttons
      • User Management
        • Create a User Type
        • Delete a User Type
        • Export User Types
        • Import User Types
        • Manage Users
        • User Groups and User Permissions
        • Pin and Unpin User Types
      • Activate Screens
      • Missing Configuration Notification
      • Configure the Activity Labels
  • 5 Configure the Integrations
    • Integrate with Other Applications
      • Integrate with ICS
      • Open internal pages and plug-ins with direct URLs
        • Access to Custom Plug-Ins
      • Integrate with REST APIs
      • Create an Application
      • Configure an Application for Oracle Cloud Infrastructure Object Storage
      • Locating PDF files in OCI Object Storage
  • 6 Configure the Subsystems
    • Statistics
      • View Statistical Parameters
      • Travel Keys
      • Detect Travel Keys Automatically
      • Create Multiple Travel Keys Based on Organizations
      • Use Two-Part Postal Codes for Travel Keys
      • Optimize Travel Key Configuration
      • Update Travel Statistics
      • Perform What-If Analysis by Applying Changes to Statistical Parameters
    • Create a Collaboration Group or Help Desk
      • Edit or Delete a Group or Help Desk
      • Restrict Chat within Group Members
      • Assign Users to the Collaboration Group
    • Message Scenarios
      • Create a Message Scenario
      • Define the Settings for a Scenario Step
      • Define the Message Content
      • Define Conditions
      • Block Message Steps
      • Add Launch Conditions
      • Send Notification Messages
      • Use Collaboration as a Delivery Channel
    • Holidays
      • Add a Holiday or a Nonworking Day
  • 7 Administer Oracle Fusion Field Service
    • The Administrator Role
    • Manage Users
      • Access User Details
      • Add an Organization Unit or a Bucket
      • Add a Dispatcher, a Manager, or an Administrator
      • Self-Assignment
      • Add a Field Resource
      • Change the Resource Type of a Field Resource
      • Change the Resource Type of a Manager, a Dispatcher, or an Administrator
      • Activate, deactivate, or delete a user
      • Unlock a User Account
      • Reset a User’s Password
      • Add a Warehouse Resource
    • The Resource Tree
    • Designate Buckets for Capacity or Quota Management
    • Add Capacity Categories and Time Slots
    • Rules for Removing Inactive Resources
    • Configure activity and resource hints
    • Configure Time and List Views
    • Enable Multi-Day Mode in List View
    • Provide Access to the Required Inventory Page
    • Configure a Standard Action Screen for Inventory Actions
    • Configure the Activity Identifier Context Layout Structure
    • Configure the Inventory Identifier Context Layout Structure
    • Add 'Select Resource' to a Visual Form Editor
    • Add the Access Schedule Fields to a Page
    • Add an External Plug-In to the Main Menu
    • Configure the Visibility for Booking Status, Quota, and Available Capacity Pages
    • Configure the Fields for Print Route
    • Enable Activity Selection by Location
    • Add Activity Links and Resource Preferences Sections
    • Enable the En Route Support feature
      • Configure a Color for the En Route Status
      • Configure the Access to the 'En route' Button
      • Configure the Access to the 'Stop Travel' Button
    • Configure the User Interface for Mobile Workers
      • Add My Route to the Landing Page
      • Add a Custom Form to the Landing Page
      • Configure the Tiles on the Resource Info Page
      • Create Nearby Activities Buttons with Auto-Filters
    • Configure Oracle Fusion Field Service to Capture Multiple Photos
      • Configure Oracle Fusion Field Service for Using Multiple Attachment Properties with OCI
      • Create an Attachment Property to use with Oracle Cloud Object Storage
      • Add the Attachment Form Element to Required Pages and Forms
      • Create an Attachment Property to use with Fusion Attachments
    • Configure Zoom Application in Oracle Fusion Field Service
    • Move Reasons Enhancements
  • 8 Manage Resources
    • Resource Entities
    • Time Zone Settings
    • Change a Resource’s Organization
    • Configure Group Actions for Resources
    • Calendars, Work Schedules, and Shifts
    • Add a Work Schedule or a Shift
    • Add a Shift to a Resource's Calendar
    • Add Working Time to a Calendar
    • Add On-Call, Non-Working, or Custom Working Time to a Calendar
    • Add the Find Nearby Inventory Action to Part Details Page
    • Add a Plug-in to the Parts Details Page
    • Add a Mass Activity
    • Add Repeating Activities to a Resource’s Route
    • Resource Work Skills
      • Work Skill Group Considerations
      • Assign Work Skills to a Resource
    • Resource Work Zones
      • Add a Work Zone to a Resource
      • Remove Work Zones from a Resource
      • Assign a Temporary Work Zone
  • 9 Create and View Reports
    • View Scheduled Reports
    • View the Messages Report
  • 10 Revision History