Oracle Field Service
Using Core Application
•
Silver: Approximately 5 to 20 % of the options.
Let's say, a booking screen shows 80 cells for booking an activity, where there are many options for the activity to be
booked close to an existing activity. Oracle Field Service recommends those options that optimize traveling expenses.
Not more than 20% of all the options are shown as recommended (84 / 100 * 20 = 16), giving 16 marks, 4 of which
would be the gold recommendations (84 / 100 * 20 = 4.2) and the remaining 12 would be silver recommendations.
However, the actual number of recommendations may vary and depend on the number activities with close
coordinates. If there are equally good options, then the recommendations can become more than 5 or 20 percent of the
options, because Oracle Field Service cannot choose which option to recommend. So, in the example, there could be
more than 4 gold and more than 12 silver recommendations, if identical options are available.
Create a Booked Activity
The activity booking process includes three steps: creating the activity, scheduling the activity, and updating capacity.
This section describes these steps.
You can access the Book Activity function in two ways:
•
From the button on the Activity List page
•
From the Activity Details page of an existing activity
Your administrator must add the Book Activity button to the context layout structures of the corresponding pages,
before you use the function.
Create a Booked Activity From the Activity List
Use the Book Activity button located on the menu bar. As the feature is available only in the online mode, the button is
disabled when the mobile device is offline.
1.
Tap Book Activity.
The Book Activity page opens with a blank activity booking form.
2.
Add the activity and the customer details.
3.
Click Dismiss to abort the operation, or click Next to continue with creating the activity.
Create a Booked Activity with Predefined Activity Information
Use the Book Activity button located in the Activity Details page. As the feature is available only in the online mode,
the button is disabled when the mobile device is offline.
1.
Tap Book Activity.
The Book Activity page opens with the details filled in.
2.
Edit the details as required.
3.
Click Dismiss to abort the operation, or click Next to continue with creating the activity.
4.
Click Activity to view the activity details.
Schedule a Booked Activity
The Time Slot page is displayed when you click Next on the Book Activity page. Use this page to schedule a booked
activity. The fields displayed on this page depend on the way you have set up the layout. If the data entered in the
Create a Booked Activity step is insufficient, the capacity is not calculated, and an error message is shown.
1.
From the Schedule to drop-down list, select the capacity to which you want to schedule the activity.
The available time slots change based on the selected capacity. The available time slots are displayed in Green
and the current date is highlighted.
2.
Use the navigation arrows to review the time slot availability in future dates.
Time slots are displayed for a maximum of 45 days from the current date.
Chapter 3
Field Resource Activities
227
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