Oracle Field Service Online Training

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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    • 1 month, 1 week
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