What is teamwork in Oracle Field Service?

Teamwork is a feature that allows a resource or group of resources to assist each other to complete work.

There are two roles to be aware of when setting up a teamwork situation:

• team leader – This is the resource who's being assisted.

• assistant – The resource who's assisting.

The team leader and assistant(s) are visible in the resource tree. The assistant is shown with an arrow pointing to the team leader. In this screenshot, Billy Holm is assisting Kathleen Disney:

To enable the team collaboration view in the resource tree as shown in the screenshot, navigate to Configurations screen, select Display, locate the Resource Tree Visualization section, and select the Show assistants and Show teams options.

In the assistant’s work order queue, time is reserved and marked as assisting (the team leader). The arrow points to the person who's in need of assistance.

You can assign teamwork in multiple ways:

• Use the Assign to Team link in the Actions menu.

• Use the Assign to team link in the hints.

• Drag into the resource tree.

Teamwork functions are very similar to regular activities. The team leader doesn't have to do anything different that they'd normally do since it's the job(s) on the team leader’s route in which the resources are assisting. These rules apply for teamwork:

• Both the team leader and individual resources can start and complete teamwork on their mobile device. If a resource can't do this, the team leader can do it for them.

• The assistant can open a teamwork activity and see the route of the team leader on the day of the teamwork.

• The assistant can reschedule a scheduled regular activity assigned to the team leader within the day(s) of teamwork, but can't reschedule it to other day(s) when there's no teamwork.

• The assistant can't reschedule a scheduled regular activity assigned to the team leader to a non-scheduled pool.

• If the assistant tries to perform actions that aren't permitted with a scheduled regular activity assigned to the team leader, the message, "You are not authorized to move the activity" appears.

• When an assistant is set to inactive or has a non-working day, their work skills aren't shared with the team anymore. The 'Work Skills mismatch' alert is displayed on the Move Activity, Assignment Assistant, Time, List, Map views, and Manage pages.
• If you cancel a teamwork activity, the assistant is unassigned from the team.