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FSTP - Make Task Templates Available In Main Task Page (Doc ID 2731943.1)

Last updated on NOVEMBER 27, 2020

Applies to:

Oracle Field Service - Version 12.2.6 and later
Information in this document applies to any platform.

Goal

Within Field Service Technician Portal, there is an existing functionality for Field Service Representatives (FSRs) to create Follow Up Task or use of Copy Task.
Use of pre-defined Task Templates is more appropriate.

 

This is needed in cases like the engineer needs to close a Task, but something else is needed like Preventive Maintenance, or something else that involves a Part number.
Someone else may need to do something to completely finish the Task (like a secondary or follow up Task).

FSRs should be able to access pre-defined templates from the main Task page in FSTP.
This functionality exists at the back-end (Oracle Service and Field Service) but not available or exposed in FSTP.


 

Solution

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In this Document
Goal
Solution
References


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