Oracle 21C Manual page 117

Oracle Field Service
Using Core Application
There are two roles to be aware of when setting up a teamwork situation:
• team leader – This is the resource who is being assisted.
• assistant – The resource who is assisting.
The team leader and assistant(s) are visible in the resource tree. The assistant is shown with an arrow pointing to the
team leader. In this screenshot, Billy Holm is assisting Kathleen Disney:
In the assistant's work order queue, time will be reserved and marked as assisting (the team leader). The arrow points to
the person who is in need of assistance.
You can assign teamwork in multiple ways:
• Use the Assign to Team link in the Actions menu.
• Use the Assign to team link in the hints.
• Drag and drop into the resource tree.
Teamwork functions are very similar to regular activities. The team leader does not have to do anything different that
they would normally do since it is the job(s) on the team leader's route in which the resources are assisting. These rules
apply for teamwork:
• Both the team leader and individual resources can start and complete teamwork on their mobile device. If a
resource cannot do this, the team leader can do it for them.
• The assistant can open a teamwork activity and see the route of the team leader on the day of the teamwork.
• The assistant can reschedule a scheduled regular activity assigned to the team leader within the day(s) of
teamwork, but can't reschedule it to other day(s) when there is no teamwork.
• The assistant can't reschedule a scheduled regular activity assigned to the team leader to a non-scheduled
pool.
• If the assistant tries to perform actions that are not permitted with a scheduled regular activity assigned to the
team leader, the message, "You are not authorized to move the activity" appears.
Assign Teamwork Using Drag and Drop
You can assign teamwork using multiple ways and drag and drop is one of the ways. Be aware that there are two roles
involved in teamwork—Team Leader and Assistant. To assign teamwork using drag-and-drop, you drag a resource and
drop it on to another.
1. In the Resource Tree, select the Resource who will be the assistant.
2. Drag the Assistant to the Resource who will be the Team Leader.
When dragging over names in the Resource Tree, hints may appear to indicate whether or not the selected
Resource can participate in Teamwork.
Chapter 2
Dispatcher Activities
111