You are on page 1of 53

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Confidential Oracle Restricted 1


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 Oracles products
remains at the sole discretion of Oracle.


Tech Facing Applications
Update: R 12.1.3 + and Beyond
Davinder Madan, Group Product Manager
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 4
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
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 5
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
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 6


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




Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 7


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



Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 8


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


Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 9
Mobile Field Service (S&F)
Updates
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 10
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
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 11
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
A
p
p
l
i
c
a
t
i
o
n


C
o
n
f
i
g
u
r
a
t
i
o
n

Server
W
e
b

S
e
r
v
i
c
e
s
C
r
e
d
e
n
t
i
a
l

M
a
n
a
g
e
m
e
n
t
,

S
S
O

&

A
c
c
e
s
s

C
o
n
t
r
o
l

Multi
Platform
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 12
Multi Platform Update
(Smart phone)
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 13
Spring Board / Home Screen
Features

Launch Main Features in
the application

Sync
Messages
Preferences
Trunk
Help
Multi
Platform
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 14


Task List Screen

Features

Task List
Sort: Date, Customer,
Status
Task Views
Home Screen
Context Sensitive Action
Menu
Sync: Manual, Auto
Map
Multi
Platform
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 15


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
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 16


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
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 17


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
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 18
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
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 19
Receive Parts
Features


Ability to Receive parts
(online)

Enable Debrief

Multi
Platform
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 20


Trunk
Features

Full visibility into Trunk
(Read Only)

Display Reservation and
Task Number

Multi
Platform
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 21


Directions

Features

Google Map
Integration

Voice Assisted
Driving Direction

Profile - CSF:
Google Map
Client ID
Multi
Platform
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 22
Notes
Features

Add / View task level
notes

Note Text

Note Detail (2K and
over)

Multi
Platform
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 23


Synchronization
Features
Ability to
upload/download
changes

Secure Data
Synchronization (SSL)

Sync History

Auto Sync (Roadmap)

Offline
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 24
Functional Update
Mobile Field Service Laptop (Olite)
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 25
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
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 26
E
Field Service Report
Release 12.1.3+

Offline
Laptop
Features
Field Service Report - PDF
format
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 27
Functional Update
Mobile Field Service Wireless
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 28
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
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 29
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
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 30
Signature Capture
Features

Capture signature
from Task Details
screen
Display Note in
Reports



Online
Wireless
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 31
Field Service Report

Online
Wireless
Features

Generate Standard
Report
Design and Launch
Custom Report



Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 32
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
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 33
E
Receive Parts Flow
Online
Wireless
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 34
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
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 35
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


Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 36
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


Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 37
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
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 38
E
Online
Enhanced Debrief Flow

Copyright 2014, Oracle and/or its affiliates. All rights reserved.
Confidential Oracle Restricted
39
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
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 40
E
Search parts
Online
Portals
Enhancements
Parts Search
Address Type
Technician Address
Customer Address
Special Address
Task Address
Third Party
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 41
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
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 42
Field Service Portal


Online
Portals
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 43
Field Service Portal


Online
Portals
Select checkbox is enabled if the
Order is shipped
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 44
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
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 45
Field Service Report and Signature Capture

Report

Enhanced Debrief
Region to Generate
Report


Online
Portals
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 46
Field Service Report and Signature Capture

Report (PDF)

Ability to generate report in PDF

Online
Portals
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 47
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


Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 48
Tech Facing Applications
Roadmap


Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 49
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
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 50
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
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 51
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
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 52
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
Copyright 2014, Oracle and/or its affiliates. All rights reserved. Confidential Oracle Restricted 53

You might also like