Asset Details Enhancements

Asset Details Plugin is enhanced based on your feedback.

  • Enhanced User Interface: Asset Details, Notes and Future Work Orders are now displayed in a more intuitive manner. Most recent data on Asset Notes, History and Work Orders is displayed on the main page with an ability to view all, if needed.
  • Support of Maintenance Cloud Work Orders: In 23C release, we added out-of-the-box support for Fusion Service Work Orders i.e. work orders generated and processed via Fusion Service, Field Service and Service Logistics flow. This plugin is now enhanced to also support work orders generated and processed via Maintenance Cloud and Field Service. This means that the Plugin is designed to access multiple work order objects and associated data, without requiring customers to do any development effort. This includes;
    • Asset Notes
    • Upcoming Maintenance Work Order Data:This information includes Work Order Operations and Resources scheduled for future maintenance tasks.
    • Historical Maintenance Work Order Data: Historical maintenance work order data. This includes past Operations and Resources utilized in completed maintenance tasks.

Asset Details section

AssetScreenshot displaying the asset details section

Screen shot displaying the asset details section

Asset Details section includes the following information

Information that is included in the Asset Details section

Notes section

The 'Notes' section displays asset notes of a specified notes code configured in the plugin parameter. Additionally, any notes with a visibility set to 'PRIVATE' are filtered out. The following table lists the fields associated with notes.

Screenshot of the 'Notes' section, showing asset notes based on a specified notes code configured in the plugin. Notes marked as 'PRIVATE' are filtered out. A table lists the fields associated with the notes.

The two most recent notes for the asset are displayed on this screen, followed by a 'View All' link and the total number of notes.

Screenshot showing the two most recent asset notes on the screen, followed by a 'View All' link and the total number of notes.

'View All' allows access to all notes.  The View All screen displays a maximum of 15 notes.

Screenshot illustrating the 'View All' link that grants access to all asset notes. The 'View All' screen displays a maximum of 15 notes.

Screen shot displaying the asset details section

Planned Work Orders

This section displays a summary of Maintenance Work Orders for the asset. In OFS, a Maintenance Work Order may be represented by multiple activities corresponding to various maintenance operations or resources. When multiple activities are present in a work order, the most relevant one is showcased in the Planned Work Order section.

Screenshot of the 'Planned Work Orders' section, summarizing Maintenance Work Orders for the asset. In OFS, a work order may include multiple activities for various maintenance operations, with the most relevant activity highlighted in this section.

Screenshot of the 'Planned Work Orders' section, summarizing Maintenance Work Orders for the asset. In OFS, a work order may include multiple activities for various maintenance operations, with the most relevant activity highlighted in this section.

The following table lists the Planned Work Order fields.

Screenshot displaying a table listing the fields associated with Planned Work Orders.

If there are more than 2 planned work orders, the Planned Work Orders section will include a 'View All Work Orders (<count> more)' link. Clicking the link opens a new full-page popup displaying all the work orders planned within a date range (based on the plugin parameter - plannedActivityMaxDays).

Screenshot showing that if there are more than two planned work orders, the 'Planned Work Orders' section includes a 'View All Work Orders (<count> more)' link. Clicking this link opens a full-page popup displaying all planned work orders within a specified date range, based on the 'plannedActivityMaxDays' plugin parameter.

Screenshot showing that if there are more than two planned work orders, the 'Planned Work Orders' section includes a 'View All Work Orders (<count> more)' link. Clicking this link opens a full-page popup displaying all planned work orders within a specified date range, based on the 'plannedActivityMaxDays' plugin parameter.

If there is more than one activity present in the work order, and among them, a few are relevant to the technician, a clickable link near the work order number will indicate '<relevantActivityCount> relevant activity/ies.' If there are no relevant activities, the link will read 'View all activities.' Clicking the link will load a page with details of all planned activities in the work order.

Screenshot illustrating that if a work order contains multiple activities, a clickable link near the work order number indicates '<relevantActivityCount> relevant activity/ies.' If there are no relevant activities, the link reads 'View all activities.' Clicking the link loads a page with details of all planned activities in the work order.

Screenshot illustrating that if a work order contains multiple activities, a clickable link near the work order number indicates '<relevantActivityCount> relevant activity/ies.' If there are no relevant activities, the link reads 'View all activities.' Clicking the link loads a page with details of all planned activities in the work order.

History

The History section displays the completed activities of this asset. The following table lists the History Work Order fields.

Screenshot of the 'History' section displaying completed activities for the asset. Below, a table lists the fields associated with History Work Orders.

The History section displays the two most recent work orders and a 'View All Work Orders' link.

Screenshot of the 'History' section showing the two most recent work orders and a 'View All Work Orders' link.

'View All Work Orders' link displays the most recently completed activity from each work order within the past 90 days.

"Screenshot illustrating that the 'View All Work Orders' link displays the most recently completed activity from each work order within the past 90 days.

"Screenshot illustrating that the 'View All Work Orders' link displays the most recently completed activity from each work order within the past 90 days.

Users are also able to 'View all activities' if a work order consists of multiple activities.

Screenshot showing that users can 'View all activities' if a work order consists of multiple activities.

Business Benefit

Mobile resources and dispatchers can now use the Asset Details standard plugin to get complete insight into an asset while working on an activity, enabling them to work more efficiently on the asset.

  • Achieve KPI goals such as first-time resolution and customer satisfaction 
  • Empower your field resources by providing them readily available information needed to perform their job successfully and to make prompt decisions
  • Visibility into the future work orders provides optimal assignment, such as helping mobile resources perform any upcoming work while they are already onsite. This can be defined and configured in OFS by utilizing the self-assignment functionality that is already available.
  • Enhance user and customer experience
  • Faster implementation - Plugin can be implemented as-is without any development effort, whether Fusion Service is being utilized or Maintenance Cloud. The same plugin can also be integrated with the 3rd party solutions
  • Consistent dataflow, use case flow and user experience for Field Service users whether the Work Order object is generated via a call center operation in Fusion Service or via a maintenance plan in Maintenance Cloud. 

Steps to Enable

Steps to Enable

  • Install the Asset Details Plugin: The out-of-the-box Asset Details Plug-in is available in Configuration within Oracle Field Service. Follow these steps to install the plugin.
  1. Click Configuration > Forms & Plugins.
  2. Click Add Plugin.
  3. Click Standard Plugin and then click Next.
  4. Click Asset Details Plugin.
  5. Click Install and confirm the installation.

During the installation process, the following sections are displayed:

  • Properties will be installed. These are the properties that are automatically installed with the plug-in. These properties will be available in Configuration/Properties. If you un-install this plug-in in the future, these properties will still be available in the Properties page.

  • Existing properties will be used. These properties are required and are already available in Oracle Field Service.

As part of Asset Details plugin, the following Activity and Resource properties are installed and used.

Activity Entity Properties

Screenshot of the table listing Activity Entity Properties.

Resource Entity Properties

Screenshot of the table listing Resource Entity Properties.

Modify the Plugin Parameters of Asset Details Plugin

  1. Configuration / Forms & Plugins.
  2. Search for the Asset Details plugin.
  3. Click the actions icon and then click Edit.
  4. On the Edit Plugin page, change the details below as required and click Update.

Screenshot of the table for modifying the Plugin Parameters of the Asset Details Plugin.

Create Fusion and OFS User

Field Service API Role and Permissions: The OFS user, created through the "REST/SOAP API Application" configured in 'ofsRestClientId,' should have the following entities enabled.

Core API should have the following entities enabled

  • Activity - RO
  • Resource - RO

Meta Data API should have the below mentioned entities enabled

  • Property - RO

Fusion API Duty Roles, Privileges and Data Security

The Fusion user ( configured in the 'fusionLogin' secure parameter ) should have these roles configured.

  • ORA_PER_EMPLOYEE_ABSTRACT

Data Security Policy - Global Grant on the Asset Object

Screenshot of the table detailing the Data Security Policy - Global Grant on the Asset Object.

Duties to be configured are as follows

Screenshot listing the duties to be configured.

Add Properties to be Indexed for Search

To enable the search API functionality, add the following properties as indices for the activity search API. This can be accomplished by navigating to OFS / Business Rules / Search / Activity Search Fields and adding the specified properties.

  1. Asset Id (wo_asset_id)

  2. Work Order Number (wo_number)

  • CORS setting in Fusion: To enable CORS in Fusion Applications, set profile option values for the CORS header "Access-Control-Allow-Origin". Refer to Fusion CORS Setting
  • CORS setting in OFS: To enable CORS for the REST user , set the "Allow Cross-origin resource sharing (CORS) from the following web domains" in the applications screen. Refer to OFS CORE Setting

REST APIs

SCM

  • /fscmRestApi/resources/11.13.18.05/installedBaseAssets/

  • /crmRestApi/resources/11.13.18.05/customerWorkOrders

  • /crmRestApi/resources/11.13.18.05/entitlements

  • /crmRestApi/resources/11.13.18.05/products/300000180787975/child/ProductImageAttachments

OFS

  • /rest/oauthTokenService/v2/token

  • /rest/ofscCore/v1/activities/custom-actions/search

  • /rest/ofscCore/v1/activities

  • /rest/ofscCore/v1/resources/

  • /rest/ofscMetadata/v1/properties

Tips And Considerations

Tips & Considerations

  • If you are already using the productized version of Asset Details Plugin, uninstall the current version and then install the latest version in order to access the latest enhancements
  • The Asset Details plugin for the Maintenance Work Order is based on the values in the custom properties synchronized by the Maintenance Work Order integration. Therefore, the maintenance work order should be created in OFS via the Maintenance Work Order OIC integrations to access the details via this "Asset details" Plugin