Service Logistics Landing Page in the Redwood User Experience

When you first access this Service Logistics landing page, you'll see key metrics you can use to review and complete your tasks.

To access this landing page:

The ORA_RCL_LANDING_PAGE_REDWOOD_ENABLED profile must be set to Yes.

You'll also need privileges that are associated with the Field Service Administrator role:

Note: Predefined job roles such as the Field Service Administrator role have corresponding privileges, which are used to create unique job roles.

• RCL_CONFIGURE_OTBI_REPORTS_LANDING_PAGE_PRIV

• RCL_REDWOOD_LANDING_PAGE_PRIV

• RCL_WORK_ORDER_CHARGES_STATUS_PRIV

• RCL_ESTIMATES_SUMMARY_PRIV

See the Getting Started with Service Logistics guide for a descriptions of profile options and privileges.

Work Order Area

When you open this landing page, your work order area is decided by the RCL_DEF_WORK_ORDER_AREA profile option. You can change it by clicking the View By button and accessing the drawer.

Key Performance Indicators

You'll also see counts for the work orders that are ready to post and the estimates that are in progress. Select one of the Key Performance Indicator (KPI) tabs on the landing page:

1. Work Orders Ready to Post: This tab displays the total number of work orders, including service work orders and third-party work orders that aren't posted. Each work order is listed individually.

   

   1. Filter the work order by entering a document number, a customer number, or status in the search bar and clicking Enter.
   2. Click a work order Document Number link to go to the work order charges detail page for review and further actions.
   3. Click View By to filter the work orders ready to post by Work Order Area.

      Work Orders Ready to Post

      Field	Description
      Document Number	Click the Document Number link to go to the work order details page.
      Service Request Number	View the service request number for the associated work order.
      Debrief Status	View the debrief status for the work order, such as New, Needs Review, or Error, and so on.
      Customer	View the customer for the work order.
      Technician	View the technician who's assigned to the work order.

2. Estimates in Progress: This tab displays the total number of estimates in progress, which includes all estimates that don’t have an approved or canceled status.

   

   1. Filter the estimate by entering an estimate number, a document number, or customer in the search bar, and clicking Enter.
   2. Click an Estimate Number link to view an estimate’s details page.

      Estimates in Progress

      Field	Description
      Estimate Number	Click the Estimate Number link to go to the estimate details page. This number also includes the version.
      Estimate Status	View the status for the estimate, such as Draft, In-review, Pending Approval, and so on. Canceled or Approved aren't used for estimate statuses.
      Estimate Type	View the type of estimate, such as Binding, Nonbinding, or Not to Exceed.
      Document Type	View the type of document for the estimate.
      Document Number	View the document number for which the estimate has been created.
      Customer	View the customer for whom the estimate has been created.

Actions

Use the actions to open different pages within Service Logistics.

• Click one of the pinned actions in the Actions region.
• Click View all actions to see a list of all available actions in the Actions drawer.
  Note:

  You can change pinned actions by clicking on the pins you see in the View All actions drawer.

Guided Journeys

This landing page is enabled for Guided Journeys. See the Guided Journeys Configuration Using Page Properties topic in the Extending Redwood Applications for HCM and SCM Using Visual Builder Studio guide for details.