2014-mobile field service solutions
DESCRIPTION
MFS-solutionsTRANSCRIPT
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Copyright © 2014, Oracle and/or its affiliates. All rights reserved. Confidential – Oracle Restricted 2
The following is intended to outline our general product direction. It is intended
for information purposes only, and may not be incorporated into any contract.
It is not a commitment to deliver any material, code, or functionality, and should
not be relied upon in making purchasing decisions. The development, release,
and timing of any features or functionality described for Oracle’s products
remains at the sole discretion of Oracle.
Tech Facing Applications Update: R 12.1.3 + and Beyond
Davinder Madan, Group Product Manager
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Agenda
Overview
Field Service Evolution
Technician facing Apps capabilities (Release 12.1.3+ and beyond)
– Mobile Field Service (S&F) Multiplatform iOS and Android (Offline)
– Mobile Field Service (S&F) Laptop (Offline)
– Mobile Field Service Wireless (Online)
– Field Service Portals (Online)
Roadmap
QA
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Tech Facing Applications
Field Service Portals
and Wireless
Web Based applications
Device agnostic, browser based online application
Leverage device services (camera, GPS, etc.)
Multiple Devices support (Smart Phones, Laptops, Tablets)
Mobile Field Service
(S&F) Laptop and PPC
Native Mobile Apps
Olite based offline solution, runs on windows based Handheld and Laptop
Optimized for specific mobile platform and form factor
Data Synchronization
Code reuse can be complex
Mobile Field Service
Multi Platform
• Hybrid Mobile Apps
• Application installed & runs on device with HTML5 UI
Leverages ADF framework
Direct access to SQL lite database and device services
Currently supported on iOS and Android OS
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Field Service Evolution Updates Release 12.1.3+ and beyond
• New ADF based Multi Platform
solution for iOS and Android OS
• Spring Board
• Task List / Task Details
• Debrief – Travel, Labor, Material
• Parts – Sourcing & Ordering (Real time Order Creation)
• Parts – Real time Parts Receiving
• Manual Sync
• Trunk Stock (Barcode Scanning)
• Map & Driving Direction (Google Maps)
• Field Service Report and
signature capture (Laptop)
MFS (Store& Forward)
MFS Wireless
• Install Item Validation
• Debrief Enhancements
• Special Address for Parts Order
Field Service Portals
• Install Item Validation
• Parts Transfer
• Field Service Report
• Signature Capture Capability
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Field Service Evolution Updates Release 12.1.3+ and beyond
MFS (S&F)Laptop
• Enhance Parts Tab to Display Order Line
Status in The Show/Hide Region
• Enhance SR Region present in the Task
Details to Display “Incident Customer”
Party Name
• Enhance Counter Region to Display
Adjustments Region
• Parts Transfer: Default Values for From
Sub-inventory and To Sub-inventory
MFS (Store& Forward)
Field Service Portals
• Select Multiple Parts during Debrief Install
• Validate available Qty while saving debrief
line
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Field Service Evolution Updates Release 12.2.3
• Auto Create Install line from Debrief
• Enhanced Receive Parts Flow from Task
• Field Service Report with Signature
Capture
• Context sensitive mobile query
• Display Projects Related Fields
• Capture Project / Task numbers on Debrief
lines to interface costs to Oracle Projects
MFS Wireless Field Service Portals
• Auto Create Install line from Debrief
• Initiate Debrief Install Trxns from Serial
Number
• Ability to Receive Parts from Parts Tab
• Link to Access Technician Setup UI
• Display Projects Related Fields in Task
Details UI
• Capture Project /task numbers on Debrief
lines to interface costs to Oracle Projects
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Mobile Field Service (S&F) Updates
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New ADF based solution release in July
2013
Live with 1500 Field Service Oracle/Sun
technicians
Currently being implemented with other
customers
Develop once & deploy to multiple
platforms (iOS and Android)
Secure Authentication, Access Control
Hybrid Mobile Application
Mobile Field Service Multi Platform Multi
Platform
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Device
Services
Multi Platform Technology
Phone Gap
Device Native Container
Web
View
Server
HTML
ADF Mobile
XML View
Java
Managed Beans
ADF Model
Mobile Data Router
Install Base
Service
Mobile
Device
Lookups
Local
HTML
HTML5 & JavaScript
Inventory
ADF Controller
Local Data
Ap
plic
atio
n
Co
nfig
ura
tion
Server
W
e
b
S
e
r
v
i
c
e
s C
red
en
tial M
an
ag
em
en
t,
SS
O &
Ac
ce
ss
Co
ntro
l
Multi
Platform
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Multi Platform Update (Smart phone)
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Spring Board / Home Screen
Features
Launch Main Features in
the application
Sync
Messages
Preferences
Trunk
Help
Multi
Platform
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Task List Screen
Features
Task List
Sort: Date, Customer, Status
Task Views
Home Screen
Context Sensitive Action Menu
Sync: Manual, Auto
Map
Multi
Platform
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Task Details
Features
Driving Direction (Google)
Search Parts
Receive Parts
Debrief
Labor
Travel
Parts
Notes
Flex field Support: Debrief Header and Line Level
Multi
Platform
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Debrief: Material
Features
Material Install
Defective on Arrival
Unused/Excess
Install
Material Return
Return Routing Rule Integration
Bar Code scanning
Additional Line Level Flex Fields
Context Sensitive Actions Menu
Multi
Platform
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Debrief: Travel and Labor
Features
Travel and Labor Summary Screen
Default Travel and Labor Line based on Task Status Change
Context Sensitive Actions Menu
Multi
Platform
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Parts Search
Features
Extended Parts Search Capability (online)
Real Time Order Creation
Ship To Address options:
Technician
Customer
Task
Special Address
Flexible Sourcing Options
Multi
Platform
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Receive Parts
Features
Ability to Receive parts (online)
Enable Debrief
Multi
Platform
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Trunk
Features
Full visibility into Trunk (Read Only)
Display Reservation and Task Number
Multi
Platform
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Directions
Features
Google Map Integration
Voice Assisted Driving Direction
Profile - CSF: Google Map Client ID
Multi
Platform
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Notes
Features
Add / View task level notes
Note Text
Note Detail (2K and over)
Multi
Platform
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Synchronization
Features
Ability to upload/download changes
Secure Data Synchronization (SSL)
Sync History
Auto Sync (Roadmap)
Offline
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Functional Update Mobile Field Service Laptop (Olite)
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E
Signature Capture Release 12.1.3+
Offline
Laptop
Features
Field Service Report
Signature Capture
Report Provides debrief level details
Labor
Material
Expense
Option to launch a print friendly report
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E
Field Service Report Release 12.1.3+
Offline
Laptop
Features
Field Service Report - PDF format
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Functional Update Mobile Field Service Wireless
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E
Mobile Field Service Wireless Release 12.1.3+
Enhancements
Enhanced Return Region to Display “Add Install” Button
Enhanced Driving Directions
Signature Capture
Field Service Report
Search Parts & Ordering
Enhanced Receive Parts Flow
Context Sensitive Mobile query
Online
Wireless
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Install Debrief Creation From Return Screen
Features
Enhanced Return Region to Display “Add Install” Button
This button renders upon saving the return line
Install button defaults item Name, Description, and revision into install region
Online
Wireless
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Signature Capture
Features
Capture signature from Task Details screen
Display Note in Reports
Online
Wireless
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Field Service Report
Online
Wireless
Features
Generate Standard Report
Design and Launch Custom Report
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E
Receive Parts
Features
Receive parts (Inventory replenishment)
Receive parts for Task
Enhanced Parts Requirement menu
Receive radio button to launch Receive Parts screen
Receive partial/all Parts for the task
Online
Wireless
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E
Receive Parts Flow Online
Wireless
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E
Context Sensitive Mobile Query
Features
Enhanced task details screen to display Context sensitive mobile Queries
Run Mobile Queries using various runtime parameters
Results will be displayed immediately
Leverages existing Mobile Query Framework to define new Mobile Query
Online
Wireless
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Functional Updates Field Service Portals Field Service Technician Portal Field Service Administrator Portal Field Service Third party Technician Portal Field Service Third Party Administrator Portal
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E
Field Service Portals Updates Release 12.1.3+
Online
Enhancements
Enhanced Dashboard View
Enhanced Return Region to Display “Add Install” Button
Quick Links
Field Service Resource Setup
Address Type Enhancements
Enhanced Receive Parts Flow
Field Service Report and Signature Capture
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E
Online
Enhanced Debrief Flow
Features
Enhanced Return Region to Display “Add Install” Button
This button renders upon saving the return line
Install button defaults item Name, Description, and revision into install region
Add Install
button
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E
Online Enhanced Debrief Flow
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Ability to Access Technician Setup Module
Features
Technician Setup UI provides:
Ability to create resource
Ability to assign calendar and territory
Ability to Subinventories
Ability to create address
Online
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E
Search parts Online
Portals
Enhancements
Parts Search
Address Type
Technician Address
Customer Address
Special Address
Task Address
Third Party
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E
Receive Parts from Parts Region
Features
Enhance the Parts tab present in the Task Details UI to display a new “Receive” button
Receive button launches Receive Parts UI and orders that are created for the task will be displayed.
Technician selects the order using the check box and click “Receive” button.
Appropriate confirmation message will be displayed
Online
Portals
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Field Service Portal
Online
Portals
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Field Service Portal
Online
Portals
Select checkbox is enabled if the
Order is shipped
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E
Field Service Report and Signature Capture
Features
Enhanced Task Details UI to provide Report
Enhanced Task Details to collect customer signature
Ability to generate PDF report
CSF: Default Task Report Template
Online
Portals
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Field Service Report and Signature Capture
Report
Enhanced Debrief Region to Generate Report
Online
Portals
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Field Service Report and Signature Capture
Report (PDF)
Ability to generate report in PDF
Online
Portals
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Functional Updates Field Service Portals Field Service Technician Portal Field Service Administrator Portal Field Service Third party Technician Portal Field Service Third Party Administrator Portal
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Tech Facing Applications Roadmap
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Multi Platform Smart Phones
• Automatic Synchronization
• Expense Debrief
• Create Service Request and Follow up Tasks
• View/Upload Attachments
• Field Service Report and Signature Capture
• Provide Estimates for a Service call
• Generate Invoice
• Collect Payments
• Calendar and Map View for Tasks
• Track Technicians GPS Location
Roadmap Offline
Smart Phones
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Multi Platform Tablets, Phablets and Laptop
• All features supported in Multi Platform Smart phones (until R 12.2.3)
• Automatic Synchronization
• Field Service Report and Automatic Synchronization
• View/upload Attachments
• Social Network integration - Skype, Face Time integration
• Provide estimates, generate invoice and collect payments
• AutoVue integration for visual data representation
• Calendar and Map View for Tasks
• Visual Debrief
• Track Technicians GPS Location
Roadmap Offline
Tablets
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Mobile Field Service Wireless
• Create and Display Personal Tasks
• Enhance Personalization framework
• New Field Service Managers Dashboard
• Separate DFF for Labor, Material, and Expense region
• Provide Estimates for a Service call
• Generate invoice
• Collect Payments
• Track Technicians GPS Location
Roadmap Online
Wireless
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Field Service Portals
• Display Unassigned tasks in Field Service Administrator Portals
• Create and Display Personal Tasks
• Integrate new Task Details UI
• Enhance Knowledge base search to integrate with Inquira iConnect
• Provide Estimates for a Service call
• Generate invoice
• Collect Payments
• Separate DFF for Labor, Material, and Expense region
Roadmap Online
Portals
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