Oracle 21C Manual page 74

Oracle Field Service
Using Core Application
If the activity cannot be moved for violation of rules, an apporpriate alert is displayed.
Configure Activities as Part of a Visit
You can enable and configure the Visit functionality on the Business Rules screen. If there are other activities matching
the same visit bundling keys as the moved activity then Assignment assistant suggests that you move them along with
the moved activity.
Follow these steps.
1. To enable the visit functionality:
a. Select Configuration, Business Rules.
b. Under Visit bundling keys, click the Enable the Visit functionality check box.
c. Click Save to save the changes.
2. To configure the visit functionality:
a. Navigate to the Assignment assistant screen.
b. Drag and drop the activity that you want to move. These actions occur:
- Move selected activity only
- Move selected and other activities matching the same visit bundling keys from current resource.
Only activities for the date of selected activity are considered. Other activities are presented by
activity identifier and ETA date.
- Move selected and other activities matching the same visit bundling keys from all available
resources. Only activities for the date of selected activity are considered. Other activities are
presented by activity identifier and ETA date.
This image displays the options available for a Visit functionality in the Select activity is part of a
visit dialog:
Chapter 2
Dispatcher Activities
68