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

Last updated on JUNE 21, 2023

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:

Setup of employee resource in HR
Assignment of a Shift Calendar
Assignment of a Territory in Service

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

Applies to:

Goal

Scope and Application

Solution

To view full details, sign in with your My Oracle Support account.

Don't have a My Oracle Support account? Click to get started!