Action Plan Service

Service to create action plans.

Life Cycle Status: Active

QName: {http://xmlns.oracle.com/apps/crm/service/actionplan/actionplanService/}ActionPlanService

Service WSDL URL: https://servername/crmService/ActionPlanService?WSDL

Relationships

The following table describes how this service data object is related to other service data objects or business object services.

Relationship Type Object or Service

Handles

Template

Handles

Action Relation

Handles

Action Plan Action

Handles

Action Attribute

Handles

Action Plan

Handles

Action Plan Action Relation

Handles

Action

Handles

Action Condition

Handles

Template Action

Operations

addActionPlan

Creates a action plan for the given entity.

Life Cycle Status: Active

Request Payload

Element Name Type Description

templateId

long

Identifier for the action plan template from which the action is created.

objectEntityName

string

Name of the parent entity object of the action plan.

objectId

long

Object identifier for the action plan.

actionPlanName

string

Name of the action plan.

Response Payload

Element Name Type Description

result

long

Indicates that the action plan is created.

orchestrateActions

This method is invoked through the ESS job to process all the exsiting plans and their actions. This method does the following 1. Compute statuses for all the actions in progress 2. Check if a new action must be initiated 3. Initiate actions and create respective business objects 4. Update action plans accordingly

Life Cycle Status: Active

Request Payload

Response Payload

Element Name Type Description

result

void

None.

initiateActionPlan

Initiates an action plan by starting the root actions in it.

Life Cycle Status: Active

Request Payload

Element Name Type Description

actionPlanId

long

Action plan identifier.

Response Payload

Element Name Type Description

result

boolean

Indicates if an action plan is initiated or not.

addAdhocActionToActionPlan

Add an adhoc action to action plan.

Life Cycle Status: Active

Request Payload

Element Name Type Description

actionPlanId

long

Indicates an action plan identifier.

actionNumber

string

Indicates an action reference number.

Response Payload

Element Name Type Description

result

long

Indicates an action plan action identifier.

discardActionPlan

API to delete an uninitiated Action Plan

Life Cycle Status: Active

Request Payload

Element Name Type Description

actionPlanNumber

string

Indicates an action plan reference Number

Response Payload

Element Name Type Description

result

boolean

Identifies if an action plan is deleted or not

getAction

Queries and retrieves a single action record.

Life Cycle Status: Active

Request Payload

Element Name Type Description

actionId

long

Action identifier.

Response Payload

Element Name Type Description

result

Action

An action that matches the inbound parameters.

createAction

Creates a single action record.

Life Cycle Status: Active

Request Payload

Element Name Type Description

action

Action

The action to be created.

Response Payload

Element Name Type Description

result

Action

The action that is created.

updateAction

Updates a single action record.

Life Cycle Status: Active

Request Payload

Element Name Type Description

action

Action

The action to be updated.

Response Payload

Element Name Type Description

result

Action

The updated action.

deleteAction

Deletes a single action record.

Life Cycle Status: Active

Request Payload

Element Name Type Description

action

Action

The action record to be deleted.

Response Payload

Element Name Type Description

result

void

None.

getActionPlan

Queries and retrieves a single action plan record.

Life Cycle Status: Active

Request Payload

Element Name Type Description

actionPlanId

long

Action plan identifier.

Response Payload

Element Name Type Description

result

Action Plan

An action plan that matches the inbound parameters.

createActionPlan

Creates a single action plan record.

Life Cycle Status: Active

Request Payload

Element Name Type Description

actionPlan

Action Plan

The action plan to be created.

Response Payload

Element Name Type Description

result

Action Plan

The action plan that is created.

updateActionPlan

Updates a single action plan record.

Life Cycle Status: Active

Request Payload

Element Name Type Description

actionPlan

Action Plan

The action plan to be updated.

Response Payload

Element Name Type Description

result

Action Plan

The updated action plan.

deleteActionPlan

Deletes a single action plan record.

Life Cycle Status: Active

Request Payload

Element Name Type Description

actionPlan

Action Plan

The action plan record to be deleted.

Response Payload

Element Name Type Description

result

void

None.

findActionPlan

Queries a list of action plans based on a filter criteria.

Life Cycle Status: Active

Request Payload

Element Name Type Description

findCriteria

{http://xmlns.oracle.com/adf/svc/types/}FindCriteria

Indicates the criteria used to query a list of action plans.

findControl

{http://xmlns.oracle.com/adf/svc/types/}FindControl

Indicates a criteria to filter out action plans that are not currently used.

Response Payload

Element Name Type Description

result

Action Plan

Indicates a list of action plans that satisfy the inbound parameters.

getTemplate

Queries a single template record.

Life Cycle Status: Active

Request Payload

Element Name Type Description

templateId

long

The template identifier.

Response Payload

Element Name Type Description

result

Template

A template that matches the inbound parameters.

createTemplate

Creates a single template record.

Life Cycle Status: Active

Request Payload

Element Name Type Description

template

Template

The template to be created.

Response Payload

Element Name Type Description

result

Template

The template that is created.

updateTemplate

Updates a single template record.

Life Cycle Status: Active

Request Payload

Element Name Type Description

template

Template

The template to be updated.

Response Payload

Element Name Type Description

result

Template

The updated template.

deleteTemplate

Deletes a single template record.

Life Cycle Status: Active

Request Payload

Element Name Type Description

template

Template

The template record to be deleted.

Response Payload

Element Name Type Description

result

void

None.

Security

The following tables list the privileges required to perform the service operations, and the duty roles that each privilege is granted to.

Service Operations to Privileges Mapping

Operation Name Privilege Code Privilege Name Privilege Description

getTemplate

SVC_SETUP_ACTION_PLAN_PRIV

Setup Action Plan

Allows action plan setup.

getTemplate

SVC_VIEW_ACTION_PLAN_PRIV

View Action Plan

Allows viewing of an Action Plan.

getTemplate

SVC_EDIT_ACTION_PLAN_PRIV

Edit Action Plan

Allows edit of an Action Plan.

getTemplate

SVC_CREATE_ACTION_PLAN_PRIV

Create Action Plan

Allows creation of an Action Plan.

initiateActionPlan

SVC_EDIT_ACTION_PLAN_PRIV

Edit Action Plan

Allows edit of an Action Plan.

updateAction

SVC_SETUP_ACTION_PLAN_PRIV

Setup Action Plan

Allows action plan setup.

updateAction

SVC_EDIT_ACTION_PLAN_PRIV

Edit Action Plan

Allows edit of an Action Plan.

findActionPlan

SVC_SETUP_ACTION_PLAN_PRIV

Setup Action Plan

Allows action plan setup.

findActionPlan

SVC_VIEW_ACTION_PLAN_PRIV

View Action Plan

Allows viewing of an Action Plan.

findActionPlan

SVC_EDIT_ACTION_PLAN_PRIV

Edit Action Plan

Allows edit of an Action Plan.

findActionPlan

SVC_CREATE_ACTION_PLAN_PRIV

Create Action Plan

Allows creation of an Action Plan.

createTemplate

SVC_SETUP_ACTION_PLAN_PRIV

Setup Action Plan

Allows action plan setup.

createActionPlan

SVC_CREATE_ACTION_PLAN_PRIV

Create Action Plan

Allows creation of an Action Plan.

updateActionPlan

SVC_EDIT_ACTION_PLAN_PRIV

Edit Action Plan

Allows edit of an Action Plan.

discardActionPlan

SVC_EDIT_ACTION_PLAN_PRIV

Edit Action Plan

Allows edit of an Action Plan.

getActionPlan

SVC_VIEW_ACTION_PLAN_PRIV

View Action Plan

Allows viewing of an Action Plan.

getActionPlan

SVC_EDIT_ACTION_PLAN_PRIV

Edit Action Plan

Allows edit of an Action Plan.

getActionPlan

SVC_CREATE_ACTION_PLAN_PRIV

Create Action Plan

Allows creation of an Action Plan.

getAction

SVC_SETUP_ACTION_PLAN_PRIV

Setup Action Plan

Allows action plan setup.

getAction

SVC_VIEW_ACTION_PLAN_PRIV

View Action Plan

Allows viewing of an Action Plan.

getAction

SVC_EDIT_ACTION_PLAN_PRIV

Edit Action Plan

Allows edit of an Action Plan.

getAction

SVC_CREATE_ACTION_PLAN_PRIV

Create Action Plan

Allows creation of an Action Plan.

deleteAction

SVC_SETUP_ACTION_PLAN_PRIV

Setup Action Plan

Allows action plan setup.

deleteAction

SVC_EDIT_ACTION_PLAN_PRIV

Edit Action Plan

Allows edit of an Action Plan.

addActionPlan

SVC_CREATE_ACTION_PLAN_PRIV

Create Action Plan

Allows creation of an Action Plan.

deleteTemplate

SVC_SETUP_ACTION_PLAN_PRIV

Setup Action Plan

Allows action plan setup.

addAdhocActionToActionPlan

SVC_EDIT_ACTION_PLAN_PRIV

Edit Action Plan

Allows edit of an Action Plan.

addAdhocActionToActionPlan

SVC_CREATE_ACTION_PLAN_PRIV

Create Action Plan

Allows creation of an Action Plan.

createAction

SVC_SETUP_ACTION_PLAN_PRIV

Setup Action Plan

Allows action plan setup.

createAction

SVC_EDIT_ACTION_PLAN_PRIV

Edit Action Plan

Allows edit of an Action Plan.

deleteActionPlan

SVC_EDIT_ACTION_PLAN_PRIV

Edit Action Plan

Allows edit of an Action Plan.

updateTemplate

SVC_SETUP_ACTION_PLAN_PRIV

Setup Action Plan

Allows action plan setup.

Privileges to Duty Roles Mapping

Privilege Code Granted to Duty Role Code Granted to Duty Role Name Granted To Duty Role Description

SVC_CREATE_ACTION_PLAN_PRIV

ORA_SVC_HELPDESK_SR_MANAGEMENT

HR Help Desk Service Request Management

Manages all aspects of the HR Help Desk Service Request object.

SVC_CREATE_ACTION_PLAN_PRIV

ORA_SVC_SR_ADMINISTRATOR

Service Request Administrator

Administers all aspects of the Service application, including Setup.

SVC_CREATE_ACTION_PLAN_PRIV

ORA_SVC_HR_SR_MANAGEMENT

HR Service Request Management

Manages all aspects of the Next Gen HR Help Desk Service Request object.

SVC_CREATE_ACTION_PLAN_PRIV

ORA_SVC_INTERNAL_HELPDESK_ANALYSIS

Internal Service Request Analysis

Manages a group of Internal Help Desk agents. Can view Internal service requests, activities, and attachments. Monitors metrics and overall resource balancing, critical service requests, service level agreements.

SVC_CREATE_ACTION_PLAN_PRIV

ORA_SVC_HELPDESK_ADMINISTRATION

HR Help Desk Administration

Manage all aspects of the HCM help desk service requests. In addition can manage queues and administer the HCM help desk service application, including setup.

SVC_CREATE_ACTION_PLAN_PRIV

ORA_SVC_SR_POWER_USER

Service Request Power User

Advanced Service Request management capabilities not available to Service Representatives

SVC_CREATE_ACTION_PLAN_PRIV

ORA_SVC_CASE_EXECUTION

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

SVC_CREATE_ACTION_PLAN_PRIV

ORA_SVC_HR_SR_ANALYSIS

HR Service Request Analysis

Manages a group of Next Gen HR Help Desk agents. Can view Next Gen HR service requests, activities, and attachments. Monitors metrics and overall resource balancing, critical service requests, service level agreements.

SVC_CREATE_ACTION_PLAN_PRIV

ORA_SVC_HELPDESK_ANALYSIS

HR Help Desk Analysis

Manages group of HR Help Desk agents. Can view service requests, activities, and attachments. Monitors metrics and overall resource balancing, critical service requests, service level agreements.

SVC_CREATE_ACTION_PLAN_PRIV

ORA_SVC_CASE_SUPERVISION

Case Supervision

Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.

SVC_CREATE_ACTION_PLAN_PRIV

ORA_SVC_INTERNAL_HELPDESK_SR_MANAGEMENT

Internal Service Request Management

Manages all aspects of the Internal Help Desk Service Request object.

SVC_CREATE_ACTION_PLAN_PRIV

ORA_SVC_HR_SR_ADMINISTRATION

HR Service Request Administration

Manages all aspects of Next Gen HR service requests. In addition, can manage queues and administer the Next Gen HR Help Desk service application, including setup.

SVC_CREATE_ACTION_PLAN_PRIV

ORA_SVC_SR_TROUBLESHOOTER

Service Request Troubleshooter

Manages all aspects of the Service Request object

SVC_CREATE_ACTION_PLAN_PRIV

ORA_SVC_INTERNAL_HELPDESK_ADMINISTRATION

Internal Service Request Administration

Manages all aspects of Internal service requests. In addition, can manage queues and administer the Internal Help Desk service application, including setup.

SVC_SETUP_ACTION_PLAN_PRIV

ORA_SVC_SR_ADMINISTRATOR

Service Request Administrator

Administers all aspects of the Service application, including Setup.

SVC_SETUP_ACTION_PLAN_PRIV

ORA_SVC_HELPDESK_ADMINISTRATION

HR Help Desk Administration

Manage all aspects of the HCM help desk service requests. In addition can manage queues and administer the HCM help desk service application, including setup.

SVC_SETUP_ACTION_PLAN_PRIV

ORA_SVC_HR_SR_ADMINISTRATION

HR Service Request Administration

Manages all aspects of Next Gen HR service requests. In addition, can manage queues and administer the Next Gen HR Help Desk service application, including setup.

SVC_SETUP_ACTION_PLAN_PRIV

ORA_SVC_INTERNAL_HELPDESK_ADMINISTRATION

Internal Service Request Administration

Manages all aspects of Internal service requests. In addition, can manage queues and administer the Internal Help Desk service application, including setup.

SVC_EDIT_ACTION_PLAN_PRIV

ORA_SVC_HELPDESK_SR_MANAGEMENT

HR Help Desk Service Request Management

Manages all aspects of the HR Help Desk Service Request object.

SVC_EDIT_ACTION_PLAN_PRIV

ORA_SVC_SR_ADMINISTRATOR

Service Request Administrator

Administers all aspects of the Service application, including Setup.

SVC_EDIT_ACTION_PLAN_PRIV

ORA_SVC_HR_SR_MANAGEMENT

HR Service Request Management

Manages all aspects of the Next Gen HR Help Desk Service Request object.

SVC_EDIT_ACTION_PLAN_PRIV

ORA_SVC_INTERNAL_HELPDESK_ANALYSIS

Internal Service Request Analysis

Manages a group of Internal Help Desk agents. Can view Internal service requests, activities, and attachments. Monitors metrics and overall resource balancing, critical service requests, service level agreements.

SVC_EDIT_ACTION_PLAN_PRIV

ORA_SVC_HELPDESK_ADMINISTRATION

HR Help Desk Administration

Manage all aspects of the HCM help desk service requests. In addition can manage queues and administer the HCM help desk service application, including setup.

SVC_EDIT_ACTION_PLAN_PRIV

ORA_SVC_SR_POWER_USER

Service Request Power User

Advanced Service Request management capabilities not available to Service Representatives

SVC_EDIT_ACTION_PLAN_PRIV

ORA_SVC_CASE_EXECUTION

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

SVC_EDIT_ACTION_PLAN_PRIV

ORA_SVC_HR_SR_ANALYSIS

HR Service Request Analysis

Manages a group of Next Gen HR Help Desk agents. Can view Next Gen HR service requests, activities, and attachments. Monitors metrics and overall resource balancing, critical service requests, service level agreements.

SVC_EDIT_ACTION_PLAN_PRIV

ORA_SVC_HELPDESK_ANALYSIS

HR Help Desk Analysis

Manages group of HR Help Desk agents. Can view service requests, activities, and attachments. Monitors metrics and overall resource balancing, critical service requests, service level agreements.

SVC_EDIT_ACTION_PLAN_PRIV

ORA_SVC_CASE_SUPERVISION

Case Supervision

Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.

SVC_EDIT_ACTION_PLAN_PRIV

ORA_SVC_INTERNAL_HELPDESK_SR_MANAGEMENT

Internal Service Request Management

Manages all aspects of the Internal Help Desk Service Request object.

SVC_EDIT_ACTION_PLAN_PRIV

ORA_SVC_HR_SR_ADMINISTRATION

HR Service Request Administration

Manages all aspects of Next Gen HR service requests. In addition, can manage queues and administer the Next Gen HR Help Desk service application, including setup.

SVC_EDIT_ACTION_PLAN_PRIV

ORA_SVC_SR_TROUBLESHOOTER

Service Request Troubleshooter

Manages all aspects of the Service Request object

SVC_EDIT_ACTION_PLAN_PRIV

ORA_SVC_INTERNAL_HELPDESK_ADMINISTRATION

Internal Service Request Administration

Manages all aspects of Internal service requests. In addition, can manage queues and administer the Internal Help Desk service application, including setup.

SVC_VIEW_ACTION_PLAN_PRIV

ORA_SVC_HELPDESK_SR_MANAGEMENT

HR Help Desk Service Request Management

Manages all aspects of the HR Help Desk Service Request object.

SVC_VIEW_ACTION_PLAN_PRIV

ORA_SVC_SR_ADMINISTRATOR

Service Request Administrator

Administers all aspects of the Service application, including Setup.

SVC_VIEW_ACTION_PLAN_PRIV

ORA_SVC_HR_SR_MANAGEMENT

HR Service Request Management

Manages all aspects of the Next Gen HR Help Desk Service Request object.

SVC_VIEW_ACTION_PLAN_PRIV

ORA_SVC_INTERNAL_HELPDESK_ANALYSIS

Internal Service Request Analysis

Manages a group of Internal Help Desk agents. Can view Internal service requests, activities, and attachments. Monitors metrics and overall resource balancing, critical service requests, service level agreements.

SVC_VIEW_ACTION_PLAN_PRIV

ORA_SVC_HELPDESK_ADMINISTRATION

HR Help Desk Administration

Manage all aspects of the HCM help desk service requests. In addition can manage queues and administer the HCM help desk service application, including setup.

SVC_VIEW_ACTION_PLAN_PRIV

ORA_SVC_SR_POWER_USER

Service Request Power User

Advanced Service Request management capabilities not available to Service Representatives

SVC_VIEW_ACTION_PLAN_PRIV

ORA_SVC_CASE_EXECUTION

Case Execution

Assists clients who are applying for benefits, opens cases and manages all tasks associated to the case, processes clients applications, evaluate clients needs for benefits, counsels benefits recipients, performs assessments of clients strengths and needs to develop benefit plans, performs follow-up with clients to ensure they are working on their tasks.

SVC_VIEW_ACTION_PLAN_PRIV

ORA_SVC_HR_SR_ANALYSIS

HR Service Request Analysis

Manages a group of Next Gen HR Help Desk agents. Can view Next Gen HR service requests, activities, and attachments. Monitors metrics and overall resource balancing, critical service requests, service level agreements.

SVC_VIEW_ACTION_PLAN_PRIV

ORA_SVC_HELPDESK_ANALYSIS

HR Help Desk Analysis

Manages group of HR Help Desk agents. Can view service requests, activities, and attachments. Monitors metrics and overall resource balancing, critical service requests, service level agreements.

SVC_VIEW_ACTION_PLAN_PRIV

ORA_SVC_CASE_SUPERVISION

Case Supervision

Supervises and manages caseworkers, assists caseworkers with any complex issues, handles case approvals and escalations, coordinates care and benefits with external service providers, assigns or reassigns cases to caseworkers, conducts evaluations of benefits programs and provides feedback.

SVC_VIEW_ACTION_PLAN_PRIV

ORA_SVC_INTERNAL_HELPDESK_SR_MANAGEMENT

Internal Service Request Management

Manages all aspects of the Internal Help Desk Service Request object.

SVC_VIEW_ACTION_PLAN_PRIV

ORA_SVC_HR_SR_ADMINISTRATION

HR Service Request Administration

Manages all aspects of Next Gen HR service requests. In addition, can manage queues and administer the Next Gen HR Help Desk service application, including setup.

SVC_VIEW_ACTION_PLAN_PRIV

ORA_SVC_SR_TROUBLESHOOTER

Service Request Troubleshooter

Manages all aspects of the Service Request object

SVC_VIEW_ACTION_PLAN_PRIV

ORA_SVC_INTERNAL_HELPDESK_ADMINISTRATION

Internal Service Request Administration

Manages all aspects of Internal service requests. In addition, can manage queues and administer the Internal Help Desk service application, including setup.

Duty Roles to Duty or Job Roles Mapping

Duty Role Code Granted to Duty or Job Role Code Granted to Duty or Job Role Name Granted To Duty or Job Role Description

ORA_SVC_INTERNAL_HELPDESK_ADMINISTRATION

ORA_HZRESOURCE_ADMINISTRATOR_DUTY

Resource Administration

Administers resource information.

ORA_SVC_HELPDESK_ADMINISTRATION

ORA_HZRESOURCE_ADMINISTRATOR_DUTY

Resource Administration

Administers resource information.

ORA_SVC_HR_SR_ADMINISTRATION

ORA_HZRESOURCE_ADMINISTRATOR_DUTY

Resource Administration

Administers resource information.

ORA_SVC_INTERNAL_HELPDESK_ADMINISTRATION

ORA_HZRESOURCE_ORGANIZATION_ADMINISTRATOR_DUTY

Resource Organization Administration

Administers resource organizations.

ORA_SVC_HELPDESK_ADMINISTRATION

ORA_HZRESOURCE_ORGANIZATION_ADMINISTRATOR_DUTY

Resource Organization Administration

Administers resource organizations.

ORA_SVC_HR_SR_ADMINISTRATION

ORA_HZRESOURCE_ORGANIZATION_ADMINISTRATOR_DUTY

Resource Organization Administration

Administers resource organizations.

ORA_SVC_INTERNAL_HELPDESK_ADMINISTRATION

ORA_HZRESOURCE_TEAM_ADMINISTRATOR_DUTY

Resource Team Administration

Defines resource teams.

ORA_SVC_HELPDESK_ADMINISTRATION

ORA_HZRESOURCE_TEAM_ADMINISTRATOR_DUTY

Resource Team Administration

Defines resource teams.

ORA_SVC_HR_SR_ADMINISTRATION

ORA_HZRESOURCE_TEAM_ADMINISTRATOR_DUTY

Resource Team Administration

Defines resource teams.

ORA_SVC_SR_ADMINISTRATOR

ORA_SVC_GEN_AI_USER

Service Generative AI User

Can use generative AI features across Oracle Fusion Service including but not limited to Service Center, Knowledge Management and Chat areas. Usage requires access to all generative AI API's essential to input data and fetch results from the LLM model.