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How to Setup a Field Service Technician (Doc ID 1082537.1)

Last updated on AUGUST 03, 2018

Applies to:

Oracle Field Service - Version 11.5.9 to 12.1.3 [Release 11.5 to 12.1]
Information in this document applies to any platform.
*** Checked for relevance on 06-JUN-2017 ***


Goal

This document describes how to setup a field service technician, as a basis for the assignment and processing of all field service related tasks.

Specifically it covers:

Scope and Application

This document is informational and intended for any user.

Solution

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In this Document
Goal
 Scope and Application
Solution
 Create Employee Resource
 Create Applications User for Employee
 Import Resource
 ¬†Assign Resource to Calendar
 Assign Resource to Territory
 Run Synchronize Territory Assignment Rules (STAR) Program
 Generate Field Service Trip
 Assign Address and Sub-Inventories
 Assign Skills
 Verify Setup
References

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