Oracle Field Service Online Training
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Introduction
Oracle Field Service drives profitability by automating the process of dispatching field technicians to service calls in remote locations.
Prerequisties
- Oracle Service Fundamentals
Course Content
1. Overview of Field Service
- The Service Suite
- The Service Request to Resolution Process
- Creating a Field Service Task
- The Dispatch to Debrief Process
- Scheduling a Field Service Task
- Executing a Field Service Task
- Debrief Components
- Closing a Field Service Task and Request
2. Prerequisite E-Business Suite Setups and Integrations
- Mandatory and Recommended Implementations
- Field Service: Mobile
- Prerequisite Common Application Components
- Prerequisite Setups for Creating, Scheduling, and Completing a Task
- Responsibilities of the Field Service Implementer
3. Oracle Field Service Implementation
- Setting up Field Service Resources
- Setting up Territories and Scheduling
- Using Skills for Scheduling
- Generating Trips
- Implementing Preventive Maintenance
- Scheduling Tasks Longer than a Standard Shift
4. Implementing and Using the Oracle Field Service Dispatch Center
- Dispatcher Tasks in Service Resolution
- Dispatch Center Right-Click Menus
- Managing Schedules and Trips
- Google Maps and GPS in Scheduling
- Dispatch Center Setups
5. Setting Up and Using Field Service Advanced Scheduler
- Advanced Scheduler Key Features
- Selecting and Scheduling Tasks
- Finding Eligible Technicians for Tasks
- Scheduling Cost Options
- Parts Order
- Understanding Trip Optimization
- Advanced Scheduler Parameter Setups
6. Setting Up and Using Field Service Technician Portal and Debrief
- Technician Tasks in Service Resolution
- Features of the Technician Portal
- Parts Order for a Task
- Parts Order for Trunk Stock Replenishment
- Debrief Components
- Debrief and Post-Debrief
- Debrief Setup
- Task Status Transition Flow
7. Setting Up and Using Oracle Spares Management
- Spares Management Supply Chain
- Field Service Logistics
- Usable, Excess, and Defective Parts
- Technician Priority Orders
- Parts Search and Ordering
- Part Priority
8. Setting Up and Using Field Service Administrator Portal
- Administrator Tasks in Service Resolution
- Administrator Portal: Key Features
- Administrator Portal Setup
- Debrief Correction Process
- Charges Correction Process
9. Profile Options and Scheduling Parameters for Field Service
- Setting Up Profile Options
- Dispatch Center Profile Options
- Advanced Scheduler Rules and Parameters
- Scheduler Cost and Window to Promise Parameters
- Debrief Profile Options
- Spares Profile Option for Excess and Defective Returns
10. Summary of R12.1 Oracle Field Service Fundamentals
- Overview of Field Service
- Debrief Process
- Setting Up Field Service Resources
- Setting Up Territories and Scheduling
- Setting Up and Using the Dispatch Center
- Setting Up and Using the Technician Portal
- Setting Up and Using the Administrator Portal
- Oracle Field Service Learning Path
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