How can I enforce mobile workers to complete Debrief?
Enforcing mobile workers to complete debriefs in Oracle Fusion Field Service is crucial for accurate billing, inventory management, and service history. While Oracle Fusion Field Service provides the "Debrief" functionality, making it truly mandatory often involves a combination of configuration, process design, and potentially custom validations or reporting.
Here's how you can approach enforcing debrief completion by configuring a workflow where the steps become available one after the other. This workflow is available only for a specific group of users.
Preconditions:- The workflow uses only forms, and you have configured all the forms.
- There are four steps within the workflow called Safety checklist, Verify Order, Debrief, and Submit.
- The workflow must work for the Technician user type.
- Add the new workflow and configure a condition using 'user.type IN ('Mobile Worker')'.
- Add 'Safety checklist' as the first step and accept the default conditions.
- Add 'Verify Order' as the next step and specify the ''Safety checklist is completed' condition in the Show available when section.
- Add 'Debrief' as the next step and specify the 'Verify Order is completed' condition in the Show available when section.
- Add 'Submit' as the next step and specify the 'Debrief is completed' condition in the Show available when section.
- The first step is available from the beginning.
- The second step becomes available when the first one is completed.
- The third step becomes visible when the second step is completed.
- The last step becomes available when the third step is completed.