User Operations
This chapter provides step-by-step instructions to perform user operations.
1. Login to the Oracle Field Service Mobility application.
You can access the application by adding '/m' to the Oracle Field Service URL <ofs_link/m>.
2. Access the Mobility page using the worker/technician's credentials. The page shows the activities in the queue of the worker.
3. Click
Start to start the activity in the worker's queue.
![Mobility page showing the pending activities. The start button is located on the left column of the interface. Mobility page showing the pending activities. The start button is located on the left column of the interface.](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-startactivity-image1.png)
4. Enter the
Start Time and
Work Activity Number. Click
Submit.
![Start Activity page. Submit button is located on the extreme right corner under the Work Activity Number row. Start Activity page. Submit button is located on the extreme right corner under the Work Activity Number row.](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-submittimeandnumber-image2.png)
5. To enter the activity details:
a. Click the activity. On the
Activity Details page, click
Assets.
![Activity Details page. The Assets button is located on the bottom left corner. Activity Details page. The Assets button is located on the bottom left corner.](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-activitydetails-image3.png)
b. Oracle Field Service displays all assets attached to this activity. Select the required asset to view the asset information.
![Assets Equipment page detail showing the existing asset. Assets Equipment page detail showing the existing asset.](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assetsequipment-image4.png)
![Asset Equipment Details page showing the asset details and location. Asset Equipment Details page showing the asset details and location.](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assetsequipment-details-image5.png)
6. To enter the service history details:
a. Click Service History on the Assets page.
b. From the list of service histories that are part of the activity, select the add button (
+) next to the specific service history to add the required details.
![Service History page showing the Service History List on the left column of the user interface. Service History page showing the Service History List on the left column of the user interface.](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-servicehistory-adddetails-image6.png)
c. Click
Complete. The service histories are displayed in the
Entered pane.
![Service History page showing the Entered section on the right column of the user interface. Service History page showing the Entered section on the right column of the user interface.](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-servicehistory-enteredpane-image7.png)
Note: Crew can also save the service history in 'pending' state. Click
Save. The pending service histories are displayed in the
Entered pane with the 'pending' status.
![Asset’s information window. Save button is located on the bottom left corner. Asset’s information window. Save button is located on the bottom left corner.](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-servicehistory-details-image8.png)
![Entered pane showing both the completed and the pending service histories. Entered pane showing both the completed and the pending service histories.](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-servicehistory-details-pending-img9.png)
d. To complete a service history in 'pending' status:
a. Click
Edit to edit a specific service history.
![Entered pane on the Service History page. The button to edit is located on the right side of each item row within the Entered pane. Entered pane on the Service History page. The button to edit is located on the right side of each item row within the Entered pane.](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-servicehistory-editpending-img10.png)
b. Click
Attach to attach images of various artifacts.
![Edit window. The Attach button is the third item from left to right at the bottom of the window. Edit window. The Attach button is the third item from left to right at the bottom of the window.](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-servicehistory-attach-img11.png)
c. Browse and select the file to attach. Click
Upload.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-servicehistory-upload-img12.png)
d. Click
Complete.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-servicehistory-complete-img13.png)
The completed service histories are displayed in the
Entered pane. The number of times the service history was edited is also shown.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-entered-completed.png)
e. Populate the details for required service histories.
f. Make sure the service histories that are marked as 'Required: Yes' have at least one entry.
g. Click Asset Details to navigate back to the Asset Details page.
7. To enter measurement details:
a. Click
Measurement.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-equipmentdetails-measurements-img14.png)
b. Click + on the
Measurement Mobility page.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-measurement-addactivityinfo-img15.png)
c. Enter the required measurement details and click
Save.
The measurement is displayed in the list.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-measurement-displayed-img17.png)
d. Click the edit icon to edit the measurement. You can enter multiple measurements.
e. Click Activity Details to navigate back to the Activity Details page.
8. To enter resource usage details:
a. Click
Resource Usage in the
Quick Links section in
Activity Details page.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-activitydetails-resourceusage-img18.png)
b. Enter time sheets, equipment, and other details.
Crew can enter individual timesheets (highlighted in purple) or for team (highlighted in yellow). In addition, a supervisor can enter individual timesheet for himself if the secure parameter, "ofsc_sup_in_team" is set to true/yes in the plugin settings.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-activitydetails-addtimesheets-img19.png)
c. Click the '+' icon of multiple crew timesheet (highlighted in yellow above).
d. Enter the required information and click
Save.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-timesheets-enterdetails-img20.png)
The timesheets for each crew member are created in 'pending' status.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-timesheets-pendingstatus-img21.png)
e. Click the edit icon and complete the timesheet.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-timesheets-complete-img22.png)
f. Complete the timesheets for all other crew members.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-timesheets-completeforcrew-img23.png)
g. Populate entries for equipment and other.
h. Navigate back to the Activity Details page after populating all the required resource details.
i. Click
Complete to verify the eligibility of the activity to complete.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-activitydetailspage-complete-img24.png)
j. If all activities are not eligible for activity completion, the following message is displayed. Click
OK.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-activities-message-img25.png)
k. Else, it will navigate to the
End Activity screen. Click
Submit.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-activities-endactivity-screen-img26.png)
The completion information is sent to Oracle Utilities Work and Asset Cloud Service and the activity is completed.
9. To perform Asset Installs and Removals:
Install Asset:
a. Start the activity.
b. To install an asset, click on the location.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assetsequipmentpage-installasset28.png)
c. Click
Install Asset.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assetsequipmentpage-installasset29.png)
d. Give the
Badge Number of the Asset to be installed on this location, and click
Install.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assetsequipmentpage-badgenumber30.png)
e. The newly installed asset is shown in the
Installed pool.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assetsequipment-installedpool-img31.jpg)
Attach Component:
a. Start the activity.
b. To attach a component, click the asset.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assetsequipment-attachcomponent32.png)
c. Click
Attach Component.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assetsequipment-attachcomponent33.png)
d. Enter the
Badge Number of the Component to be attached and click
Attach.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assetsequipment-badgenumber-img34.png)
The attached component is shown in the
Installed Pool.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assetsequipment-installedpool-img35.png)
Out of Service:
a. Start the activity.
b. To move an asset
out of service, click the asset.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assetsequipment-clickasset-img36.png)
c. Click
Out of Service.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assetsequipment-outofservice-img37.png)
d. Enter the
effective date/time and click
Submit.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assetsequipment-effectivedate38.png)
The asset moves to out of service status in
Deinstalled pool.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assetsequipment-deinstalled39.png)
Remove Asset/Component:
a. Start the activity.
b. To remove a specific asset/component, click it.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assetsequipment-remove-img40.png)
c. Click
Remove.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assetsequipment-page-remove-img41.png)
d. Enter the
effective date/time and click
submit.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assetsequipment-effectivedate-img42.png)
The asset/component is removed and moved to the
Deinstalled pool.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assetsequipment-deinstalledpool43.png)
Undo Install:
a. To undo an installation, click the newly installed asset in the
Installed pool.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assetsequipment-undoinstall-44.png)
b. Click
Undo Install Asset.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assetpage-undoinstallasset45.png)
c. Click
Submit.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assetpage-submitundo-img46.png)
The asset/component installation is undone and it disappears from Installed Pool.
Undo Attach:
a. To undo attach, click the newly attached component in Installed pool.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-undoattach-img49.png)
b. Click
Undo Attach Component.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assetdetails-undoattachcomponent50.png)
c. Click
Submit.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assetdetails-submitundo51.png)
d. The attach operation is undone and the component disappears from installed pool.
Navigate to Parent Asset:
a. To navigate to the parent asset, click the newly attached component in the
Installed pool.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-undopage-gotoparentasset53.png)
b. Click on
Go to Parent Asset to navigate to the parent asset to which the component is attached to.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-undopage-parentassetpage54.png)
Undo Remove:
a. To undo remove, click the removed asset.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-clickremovedasset.png)
b. Click
Undo Remove.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-undoremove.png)
c. Click
Submit.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-submitundo-img57.png)
The removal is undone and asset disappears from Deinstalled pool.
Back to Service:
a. To move asset back to service, click
Asset in
Out of Service.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-outofserviceasset-img59.png)
b. Click
Back to Service.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assetequipment-page-clickback60.png)
c. Click
Submit.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assetequipment-page-clicksubmit61.png)
The asset moves to the Existing pool.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assetdissapears-img62.png)
Replace Asset:
a. Click the asset that needs to be replaced.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assettoreplace-img63.png)
b. Click
Replace.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assettpage-clickreplace-img64.png)
c. Give the badge number of the asset to be replaced with and click
Replace.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-asset-badgenumber-img65.png)
The new asset moves to the
Installed pool and the replaced asset moves to the
Deinstalled pool.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-newassetmoves-img66.png)
Replace the Component:
a. Click the component to be replaced.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-clickcomponent-img67.png)
b. Click
Replace.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-clickreplace.png)
c. Enter the badge number of the replacing component and click
Replace.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-enterbadgenumber-clickreplace-img69.png)
The replaced component moves to the Deinstalled pool and the newly attached component moves to the installed pool.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-replacedcomponentmoves-img70.png)
Undo Replace:
a. Click
Installed Asset/Component.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-clickinstalledasset-img71.png)
b. Click
Undo Replace.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-assetpage-undoreplace-img72.png)
c. Click
Submit.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-submitundoreplace-img73.png)
The replaced asset moves back to existing pool.
![](../WACS-OFS_SETUP_GUIDE_22A/images/useroperations-replacedassetmoves-img74.png)
d. Repeat the above steps to undo replace for a component.