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

Last updated on JUNE 01, 2019

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.

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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