R12 Oracle Field Service Fundamentals

What you will learn

In this course you will learn implementation considerations for products that help to manage a field service organization, including Oracle Field Service, Oracle Advanced Scheduler, and Oracle Spares Management. R12 Field Service Fundamentals is part of the Functional Implementer learning path and is designed to help you make strategic implementation decisions.

Learn To:
  • Summarize Field Service Integrations
  • Set Up and Use Field Service Resources
  • Set Up and Use the Field Service Dispatch Center
  • Set Up and Use the Field Service Advanced Scheduler
  • Set Up and Use the Field Service Technician Portal
  • Set Up and Use Spares Logistics
Audience
 End Users
Functional Implementer

Prerequisites
 Knowledge of field service organizations and processes
Knowledge of Oracle Inventory
Working experience with field service operations
R12 Oracle Service Fundamentals
R12 Oracle Inventory Management Fundamentals
R12 Oracle E-Business Suite Essentials for Implementers

Course Objectives
 Explain the Dispatch to Debrief process
Describe Field Service and Summarize Field Service Integrations
Explain the Prerequisite Oracle E-Business Setups
Set Up Field Service Territories, Dispatchers, and Technicians
Set Up and Use the Field Service Dispatch Center
Set Up and Use the Field Service Advanced Scheduler
Set Up and Use the Field Service Technician Portal and Debrief
Set Up and Use Spares Logistics

Course Topics
Overview of Dispatch to Debrief Process
 Explaining the Service Request to Resolution Process
Explaining the Call Intake Process
Explaining the Dispatch to Debrief Process

Prerequisite E-Business Setups and Integration
 Explaining Field Service
Explaining Field Service Integrations
Explaining Common Applications Components
Explaining Prerequisite E-Business Setups

Oracle Field Service - Territories, Dispatchers, and Technicians
 Explaining Resources
Explaining Territories
Setting Up Field Service Territories
Setting Up Field Service Dispatchers
Setting Up Field Service Technicians

Setting Up and Using Oracle Field Service Dispatch Center
 Explaining the Dispatch Center
Using the Dispatch Center
Setting Up the Dispatch Center

Setting Up and Using Field Service Advanced Scheduler
 Explaining Advanced Scheduler
Using Advanced Scheduler
Setting Up Advanced Scheduler

Setting Up and Using Field Service Technician Portal and Debrief
 Explaining the Field Service Technician Portal
Using the Field Service Technician Portal
Setting Up the Field Service Technician Portal

Setting Up and Using Oracle Spares Management - Spares Logistics
 Explaining Spares Management
Explaining Spares Logistics
Returning Excess and Defective Parts
Manually Creating a Parts Requirement and Technician Order
Automatically Creating a Parts Requirement and Technician Order
Setting Up Spares Logistics

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