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Setting Up Dispatch Center for New Dispatcher (Doc ID 353424.1)

Last updated on FEBRUARY 09, 2018

Applies to:

Oracle Field Service - Version 11.5.10 and later
Information in this document applies to any platform.
Form:CSFDCMAI.FMB - Dispatch Center


Goal

The aim of this Note is to describe the procedure to set up a new Field Service Dispatcher. The key steps include:

* Creating employee record
* Creating dispatcher resource in CRM
* Adding dispatcher resource record to dispatch group (planner group)
* Assigning territories
* Associating territories to dispatcher

Other steps, such as setting up Application Users, Responsibilities, Groups, Role Types and Roles, are not included in this procedure, but need to be performed. Please refer to the Oracle Field Service Implementation Guide Part # B14172-02 for more details.

Readers would benefit from reading the <Note 1082537.1> in conjunction with this Note.

Solution

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