Ability to search nearby assets and view details

Oracle Fusion Field Service 25A release introduces these new features as part of the Asset Details Plugin that allows mobile workers:

  • Find nearby assets.
  • Scan barcodes of an asset to get more information.

These updates help mobile workers quickly locate and manage assets on-site using Oracle Fusion Field Service mobile application, making their work more efficient.

Find Nearby Asset and Access Asset Information
Mobile workers can find an asset near their current location and view more information by using the Asset Details plugin.
Once the Nearby Assets button is enabled on My Route page, mobile workers can:

  • Select the button to view a list of nearby assets.
  • Choose an asset from the list to see its details.

Find NearBy Asset

Find NearBy Asset

Notes:

  • Nearby Asset functionality supports both installed base assets and maintenance assets.
  • For maintenance assets, the Nearby search returns data only for assets in the work center to which the mobile worker is mapped.
  • A maximum of 50 assets can be shown in the search results.

Scan an Asset and Access Asset Information
Mobile workers can search an Asset using the Barcode Scanning functionality. If an asset has a barcode and is associated with a barcode field, you can scan the asset and view more information using the Asset Details plugin. Once the Scan and Search Asset Button is enabled on My Route page, mobile workers can:

  • Select the button and scan the asset barcode to search for the asset.
  • View the asset information.

Scam and Search

Scan and Search

Notes:

  • If the barcode scan fails, you can search for assets using other configured parameters such as serial number or asset number. 
  • Barcode scanning works only if the barcode is mapped to the asset number or serial number.

Barcode scan

Barcode scan

Business Benefit
Increased Efficiency & Productivity:

  • Mobile workers can quickly locate assets using geolocation and barcode scanning, reducing the time spent on manual searches.
  • Barcode scanning ensures accurate asset identification, minimizing errors from manual data entry or visual inspections.

Improved Customer Service:

  • Mobile workers can identify and address potential problems before they escalate, leading to more reliable service and fewer customer complaints. For instance, if a mobile worker finds an issue with an asset not linked to the current activity at the same customer location, they can search for a nearby asset and create a follow-up activity or work order to resolve the issue.

Steps to Enable

Install Asset Details Version 3.0 Standard Plugin
The functionalities Scan and Search & Nearby Assets are available from V3.0 of Asset Details plugin. To enable these functionalities, you must follow below steps:

  1. De-install Asset Details version 2.0 
  2. Remove the buttons mapped to version 2.0 from activity context 
  3. Install Asset Details version 3.0
  4. Create buttons mapping to Asset Details version 3.0
  5. Enable Asset Search and Nearby Functionality in My Route Page

To enable this feature for specific users:

  1. Go to the Configuration page in Oracle Fusion Field Service and select the appropriate User Types. 
  2. In the Activity List option under the Screens tab, add the buttons for the Asset Details plugin on the technician's Route page. This will allow the mobile worker to open the plugin from the Route page and view the asset.

 Screen

Screen

Activity List

Activity List


 
As part of the Asset Details plugin, a new parameter, NearBy, is introduced that allows the plugin to work as Scan and Search or Nearby Asset. This feature enables mobile workers to search for assets effortlessly. By default, it operates in Scan and Search mode from the My Route page of mobile worker. For Nearby Asset functionality, you need to enable the NearBy parameter. The plugin can be used in both, Scan and Search mode, as well as the Nearby Assets mode, and these are differentiated based on the open parameter set in the configuration.

Note: Ensure you have enabled the Scan and Search and Nearby Asset buttons in the Activity Lists context in the Screens page. This feature will not work if you are enabling Scan and Search and Nearby Assets buttons in any other contexts. 

Additional Parameters

 Additional Parameters

Additional Parameters


nearbyRadius and nearbyRadiusUnit parameters: Customize the search radius and units. These parameters offer the flexibility to override the search radius and units in the nearby functionality. While not mandatory, they enable customization of the search area. By default, assets within a 5-mile radius are displayed for Installed base assets. For maintenance assets, it shows assets linked to the mobile worker’s work center.
Steps to enable OAuth in Asset Details Plugin

  1. Configure OAuth authentication using an existing Fusion Application from the Asset Details Activate Screen page. 
  2. Configure OAuth authentication for an existing Oracle Fusion Field Service application from the Asset Details Activate Screen page.

Tips And Considerations

  • Make sure you have the customer’s name field for the install base Asset to get full Asset information in Oracle Fusion Field Service. Planned & historic activity information will not be available in the asset details page in case customer information is missing. 
  • By default, the search functionality will work based on the Asset number, serial number, asset description & item number. If you want to fine-tune the search with additional parameters, you have to set the same in fusion, please refer this page to get more information on adaptive search functionality. 
  • To view the InstalledBase assets near to his location, the mobile workers working on the installed base assets will have to enable the location on his device. Please refer this page for more information.

Key Resources

N/A

Access Requirements

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

  • Activity - RO
  • Resource - RO

Meta Data API should have these entities enabled:

  • Property - RO

Fusion API Duty Roles, Privileges, and Data Security

Duties to be configured are as follows:

Table: Duty Role

Duty Role

Description

Maintenance Management Web Service

Provides service access to maintenance asset management and work execution by using the REST services.

Inventory Administration

Configures all setup-related activities for inventory management.

Sales Party Management

Manages creation and maintenance of the sales organizations and consumers for internal sales users. Additional duties include viewing of opportunities and opportunity revenue, reviewing sales leads as well as appointments, interactions, and customer contacts.

Data Security Policies to be configured are as follows:

Table: Data Security Policy

Business Object

Policy Description

Policy Store Implementation

Installed Base Asset

 A Maintenance Manager can manage installed base assets for all installed base assets.

Privilege: Manage Installed Base Asset; Read; Update

Resource: Installed Base Asset

Manufacturing Plant

 A Manufacturing Engineer can manage manufacturing plants for the manufacturing plants in which they can operate.

Privilege: Manage Production Resource

                 Resource: Manufacturing Plant

Inventory Organization

 An Inventory Manager can manage items and inventory organization parameters for the inventory organizations in which they can operate.

Privilege: Manage Maintenance Organization

Resource: Inventory Organization

 

CRM Asset

 CRM Asset

Privilege: View Asset; Read; Update; Update Asset;

Resource: CRM Asset