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Synchronization of Task Status and Task Assignment Status: Required Setups (Doc ID 822540.1)

Last updated on JULY 21, 2020

Applies to:

Oracle Teleservice - Version 11.5.10 and later
Information in this document applies to any platform.

Goal

[ 1 ]

What setup is required such that when a Task Status is changed the associated Assignment Status is automatically updated to show the same Status?

A Task has a Task Status "A" and is automatically updated so that the Assignment Status is also "A" (Task Status "A" is set up with the Assignment Status and Schedulable flags checked).
After the task is scheduled, a Debrief is performed, changing the Task Status to "B".

Is there a way to automatically update the Assignment Status to "B" when the Task Status is set to "B" without doing this manually via the "More" button?

[ 2 ]

Additionally, when setting up a new Task Status for Oracle Field Service tasks that would require its own transition and does not need to be assigned to a technician or need scheduling, the Task Status may revert back to the default Task status and the transitions are not working as expected.
Every status needs an Assignee and requires a Scheduled date.

Solution

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In this Document
Goal
Solution

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