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How To Setup Field Service Task Transition Flow (Release 12) (Doc ID 1145975.1)

Last updated on JUNE 02, 2019

Applies to:

Oracle Field Service - Version 12.0.0 to 12.1.2 [Release 12 to 12.1]
Information in this document applies to any platform.

Goal

This document describes how to setup the service task transitions, with reference to Field Service task assignment and debrief.

Specifically it covers:



Solution

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In this Document
Goal
Solution
 Pre-Requisite Setup
 Mandatory Pre-Requistes
 Optional Pre-Requisites
 Define Task Status Transitions
 Create New Service Request and Field ServiceTask
 Schedule The Task
 Manual Assignement
 Select Territories and Task Owners
 Manually Assign Tasks
 Autonomous Scheduler
 Commit The Schedule
 Accept Task As Field Service Engineer
 Debrief The Task
 Debrief Via Field Service Technician Portal
 Debrief Form
 Check Charges and Submit Order for Billing
References

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