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Amdocs - TOA Integration v9
Amdocs - TOA Integration v9
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Table of Contents
2 Architecture........................................................................................................................... 3
Architecture Component Diagram ...................................................................................................... 4
Amdocs Components ......................................................................................................................... 6
Amdocs WOM.......................................................................................................................... 6
Amdocs SOM........................................................................................................................... 6
Amdocs Ordering (OMS) ......................................................................................................... 6
Amdocs CRM........................................................................................................................... 7
Amdocs Self Service................................................................................................................ 7
TOA ETAdirect Suite .......................................................................................................................... 8
ETAdirect Enterprise Suite Overview....................................................................................... 8
ETAdirect SmartManage™ ...................................................................................................... 8
ETAdirect SmartRouting™ ...................................................................................................... 9
ETAdirect SmartMobility™ ....................................................................................................... 9
ETAdirect SmartCapacity™ ..................................................................................................... 9
ETAdirect Interfaces ................................................................................................................ 9
Additional Components ...................................................................................................................... 9
Address Management .............................................................................................................. 9
Network Inventory .................................................................................................................. 10
Equipment and Materials Inventory ....................................................................................... 10
Billing (Amdocs Invoicing) ...................................................................................................... 10
Amdocs USM ......................................................................................................................... 10
Notification Manager .............................................................................................................. 10
Service................................................................................................................................... 15
ETAdirect Main Entities.................................................................................................................... 16
Activity ................................................................................................................................... 16
Equipment ............................................................................................................................. 16
Property ................................................................................................................................. 16
Resource (Provider) Tree ...................................................................................................... 16
Resource ............................................................................................................................... 16
Bucket.................................................................................................................................... 16
Calendar ................................................................................................................................ 16
Route/Queue ......................................................................................................................... 17
Entity Mapping ................................................................................................................................. 17
10 Additional Considerations................................................................................................. 45
Open Issues ..................................................................................................................................... 46
Assumptions .................................................................................................................................... 46
Known Limitations ............................................................................................................................ 46
Possible Enhancements................................................................................................................... 47
Roadmap Items ................................................................................................................................ 47
2 Architecture........................................................................................................................... 3
Amdocs BSS
Amdocs Self Amdocs OMS
Amdocs CRM Equipment Update
Serv ice
Fuflillment Request
Amdocs OSS
Submit WO (Sale Order)
Query Available Appointments Amdocs WOM Amdocs SOM
WO Status Update
(Sale Order)
Reserve Appointment
Technician Requests
TOA
ETA Direct
Amdocs Components
Amdocs WOM
Work Order Management (WOM) provides an integration and abstraction layer for
managing workforce activities. It manages work orders (WOs) from scheduling to
completion. WOM stores the work order history and includes a user interface for
searching and viewing work order details.
Work Order Manager has several functional components:
Scheduling – This component provides services for scheduling an appointment and
creating a work order.
Work Order Management – This component manages the life cycle of a work order
from its creation until its completion.
Work Order Completion – This component is responsible for all validations and
activities that should be performed when the work order is completed.
Work Order Queries – This component provides a list of queries initiated from
external systems.
WOM supports all the various types of originating orders: sales orders, non-sales orders,
maintenance orders, and miscellaneous orders.
WOM is a module of Amdocs Service Management, and re-uses the system foundations
for its internal processing.
Amdocs SOM
Service Order Management (SOM) is the Amdocs application that is responsible for
managing the entire fulfillment process, which begins upon completion of the order
capture until the service is fulfilled. It includes decomposition, orchestration and
interaction with numerous systems.
Amdocs CRM
Amdocs Customer Relationship Management (CRM) provides agent-facing BSS
capabilities covering sales, service, and administration of the customer relationship.
Amdocs CRM is particularly optimized for telesales, teleservice, and blended call
centers, focusing on:
Customer management, including managing contacts, accounts, and subscribers
Interaction management, including a unified agent desktop for effectively handling
inbound calls and emails
Customer Service & Support, including diagnosis of issues and dispatch of each issue
as relevant to case management, part requests and/or field dispatch. This is done
according to Service Level Agreements, Entitlements, and Contracts in place
between the customer and the service provider.
Sales, including account management, forecasting, territories, and telesales
capabilities
Billing Care, for managing customer billing information through integration with
Amdocs Billing modules.
ETAdirect SmartManage™
ETAdirect SmartManage serves as the command center for field operations and the
central hub for viewing and managing real-time information about resources and their
activities across the entire field organization, as they happen. Dashboards, standard
reports and real-time predictive screens and alerts enable users to make the most effective
and timely business management decisions. Integrated alerting and jeopardy management
ETAdirect SmartRouting™
ETAdirect SmartRouting intelligently allocates work to field resources via a rules-based
engine using a genetic algorithm that ensures the right technician arrives in the right place
at the right time, meeting SLAs while minimizing travel time, mileage and other
associated costs. ETAdirect is arguably the fastest and most sophisticated job allocation
and routing optimization engine in the market today.
ETAdirect SmartMobility™
ETAdirect SmartMobility provides a device-agnostic Web-based app for field employees
to access their work orders, manage work-related activities and communicate in real time
with dispatchers and other back-office personnel. ETAdirect’s browser-based mobility
app uses HTML5 protocol to provide 100% accessibility within the browser, regardless
of whether the user is online or offline.
ETAdirect SmartCapacity™
ETAdirect SmartCapacity provides a real-time predictive view into the amount of work
that can be performed by the available scheduled workforce. ETAdirect shows actual
capacity of a given workforce based upon the historical performance of the individuals
working on any given day and capacity controller inputs. This helps to ensure optimal
appointment booking and scheduling, with minimal idle time and virtually no overtime
for appointed work.
ETAdirect Interfaces
The ETAdirect suite includes a comprehensive set of API SDKs to enable rapid and
highly flexible integration with external systems and/or middleware platforms. A highly
sophisticated Notification module, together with internal trigger events, enables complex
scenarios to be configured based upon almost any event or action. These scenarios can
then update ETAdirect or external systems, including email gateways, SMS gateways,
IVRs etc.
Additional Components
Some optional additional components that may participate in the solution are described
below.
Address Management
In most of the implementations there is a single system that masters all installation
addresses. In typical scenarios, WOM queries address management for receiving full
address details that are required for the Work Order creation. This component is a critical
part of the solution.
Address management might also control access points, in which case WOM might need
to use this information or to update it. For example, information indicating whether a
cable is connected to the address.
Network Inventory
Network inventory may or may not be managed in the same system as the address
management. Typical interaction between WOM and the network inventory is for
network-ready technologies like cable for which WOM can query the topology and use it
as part of the parameters it needs to calculate or send it as information to the technician.
Amdocs USM
USM is a component that is part of Amdocs Service Management. WOM may potentially
integrate with USM to query information regarding existing services of the customer in
order to send it to a technician.
Notification Manager
Amdocs is now in the process of developing Notification Manager, which may be used in
the roadmap for the integration.
Amdocs needs to provide TOA with more information regarding Amdocs Notification
Manager.
Tip: For first time readers it might be advisable to go over the scenarios only after
understanding the different interfaces that are described in the next chapters of the
document.
Amend or Cancel
Sale Order.xlsx
The flow describes a scenario in which the customer calls again after initial negotiation to
either cancel the order or amend it.
Reschedule
Reschedule.xlsx
The flow describes a scenario in which customer want to reschedule a work order without
changing its content.
Exit for
Aborted
Aborted CreatedSubmitted
WO is Cancelled
Start End
WO is Cancelled
WO is Cancelled
WO is Cancelled
Cancel In Progress
Legend
Cancelled
WOM Status
WOM and WFM Status
Exit for
Cancelled
A work order has a unique ID that is generated by WOM and is exposed to other
components. It holds attributes that represent the work order parameters that are required
for categorizing the work order, for capacity management and work order creation, the
appointment details, the technician assignment, and progress details.
Every Work Order is related to a single address and to a single customer.
Task
A task entity represents a single action that the technician needs to perform as part of a
work order. Every task also has a life cycle that is similar to the life cycle of the work
order (in the ETAdirect Integration), although tasks related to a work order can be in a
different state from the work order (for example, when adding new tasks to an existing
work order).
A task has a unique ID that is generated by WOM and is exposed to other components.
The main attribute of a task is the task code that represents the exact activity required by
the technician.
Tasks are most commonly derived from one or more source entities that are mastered in
other Amdocs applications. Typical entity sources include:
Order action in OMS
Cases in CRM
Service
A service refers to a service provided to the customer by the service provider.
For the purpose of simplification, WOM usually represents the service in a slightly
different way from its representation in SOM and OMS.
A service in WOM has a type. Typical WOM service types include equipment, the
porting of equipment, a telecommunications service, or a non-provisioned service;
however, the entity is not limited to these types only. It also has a catalog code - a unique
ID - which is determined by OMS or SOM and as well as a list of attributes that
characterize it (and usually one attribute serves as the main identifier).
Services exist beyond the work order life cycle. The service entity in a WO represents the
snapshot of the service within the work order.
For a service to be related to a work order it is necessary for it to be part of the sales order
that triggered the work order or that it exists in the address of the work order.
Services are grouped in a hierarchy, so one service can be the child of another service
(for example, a port is always a child of an equipment service).
Each service has an action that represents what is required to be performed on the service
as part of the order (for example, connect it, disconnect it, or keep it unchanged), and a
task can be associated to a service.
A service, as part of the work order, also has a status that represents the activities
performed on the service as part of a work order and state machine.
Note: WOM does not hold any WFM resources (technicians, vehicles, etc.) as part
of the entities it manages.
Equipment
The attributes of Equipment, otherwise known as Customer Premise Equipment (CPE) or
Inventory, are typically driven by serial number and can include multiple attributes
(Model, Category, etc.) as well as any custom property as an additional attribute.
ETAdirect allows for Technicians / Engineers to have an inventory of equipment and also
supports the installation of inventory at the job site, removal of equipment from the job
site to the van, and the exchange of two pieces of equipment between the van and the site.
Engineers also typically engage with equipment to activate it or test it. For the purposes
of this integration, ETAdirect will be configured with a trigger to notify Amdocs
management systems when these transactions take place.
Property
A Property, otherwise known as a field comprises any single piece of data (for example,
customer first name).
Resource
Resource is the performer of activities (for example, technician)
Bucket
A Bucket is a branch in the resource tree that can hold resources (including other sub
buckets) and activities. The ETAdirect Routing Engine will only accept non-assigned
activities for assignment optimization from a bucket
Calendar
Calendars define timeslots during which technicians are available for performing
activities.
Route/Queue
Activities assigned to a technician.
Entity Mapping
Every WOM work order is mapped to an activity entity in ETAdirect.
The tasks of the work order are represented by a property in ETAdirect from the type of
table. The task list is visible to the technician, and the technician can be enforced as part
of the completion workflow in ETAdirect to report whether each task was completed or
not.
The services of the work order representation remains an issue that needs to be addressed.
Since the entity is complex and hierarchical, it is very difficult to represent it in two
dimensional formats such as tables. Therefore, a tree view seems to be the natural
representation, but is only suitable for engineers who work with larger screen devices (for
example, laptops or tablets).
There are several options going forward in order to solve this issue:
1. Use a custom plug-in – refer to “Implementing Custom Plug In” in appendix A
2. Use enumeration filtering – this is a new feature of ETAdirect version 4.5, called
‘Linked Properties’
3. Perform further development either in ETAdirect and/or Amdocs.
Note: One option for future development is the creation of an Amdocs OSS2GO
application that will be launched in context from ETAdirect.
Note: The APIs are not described in IDD (Interface Detailed Design) format. The
exact list of fields and their format will be determined as part of the initial
implementation.
Security
ETAdirect as the Provider
The body includes an authentication section used for every transaction, preceding the
data section:
<user>
<now>2013-01-29T15:44:00-05:00</now>
<login>admin</login>
<company>sunrise</company>
<auth_string>09c62466cc53c4bd81728959603</auth_string>
</user>
Where:
now = ISO 8601 time (for example, 2011-03-21T09:25:02+00:00)
company = provided by TOA
login = provided by TOA
password = provided by TOA
auth_string = hashing: md5 (now+md5(password))
ETAdirect Inbound
The Inbound interface is used to insert or update activity and inventory data to
ETAdirect. It enables full and incremental upload of activities and equipment into
ETAdirect (for example, adding a new activity to ETAdirect; assigning activities to a
specific day for a resource, group of resources or all resources; updating, canceling, re-
assigning, or rescheduling an existing activity and equipment in ETAdirect). Any number
of external systems can call the Inbound API to pass this data from many original source
systems.
Some principles of using the inbound APIs:
WOM will use only activity-related APIs
WOM will not utilize the Full Upload option
WOM will not use the Multiple Commands options
WOM will not send files. Although sending files can be considered a future
enhancement, if necessary this functionality can be satisfied by sending a link to the
document repository
Note: Creation and update of an activity can both be achieved using the
update_activity command type of the inbound_interface_request.
When the inbound method is used, it will attempt to update *ALL* the
settings/properties of the activity to those contained in the message. Thus, care
needs to be taken with this feature so that it does not inadvertently change
properties that should not be changed. For example, if the external_id is contained
in the message of the update_activity, which updates an existing activity, that
activity will be placed back in the bucket, even if it has already been allocated to a
technician.
ETAdirect Outbound
The ETAdirect Outbound interface is used to transfer data from ETAdirect to external
systems. The Outbound interface serves to inform external systems about events, such as
activity re-assignment, completion, cancellation, inventory manipulations, alerts related
to service violations, etc.
The mode of work will be implemented using ‘simple mode’ workflow and not ‘advance
mode’, which is the alternative option. WOM will be able to receive outbound interface
information in batches, store it in an internal table, and process the messages in various
transactions by querying the table.
WOM can either return a final response for the batch (status “Passed” in
send_message_response) or send an acknowledgement (status “In Progress”),
If the status that WOM sent was not final, WOM will need to call the API of
set_message_status to update the final status of the message (“Passed” or “Failed”).
In general, for status updates WOM will immediately respond with final message status,
but for activation requests for which technicians must be notified regarding the status,
WOM will respond with acknowledge before later sending the final status using
send_message_status.
For more details refer to Business Notification to Technician.
‘get_capacity’ Input
Following are the main input parameters sent by Amdocs WOM and the way in which
the input parameters are determined.
Table 6.1 ‘get_capacity’ Main Inputs
Heading Heading Heading
date Specific day to search for The input includes multiple
capacity elements that each represent a
specific day to search the
capacity
location Capacity bucket WOM will execute rules
based on Address parameters
to determine this field
calculate_duration Indicator whether to calculate If this field is sent as true,
duration other relevant fields for
calculation should be sent.
In general, it is neither
recommended to calculate the
duration not to take the
duration of the current WO
into account when
determining availability, but
since presenting the estimated
duration to the customer is a
valid business requirement it
might be needed.
calculate_travel_time Indicator whether to calculate It is not recommended to
travel time calculate the travel time. It is
unlikely to be an important
parameter from the
customer’s perspective.
calculate_work_skill Indicator whether to calculate In general WOM will send
the work skill or not this indicator as true, as it is
preferable not to hold logic in
WOM to calculate the skills
explicitly. WOM will send
the relevant activity fields
required for the work skill
calculation.
time_slot Indicate specific time slot for WOM will not send this field,
the search and will perform filtering if
required internally.
work_skill Required work skill WOM will not send this field,
but rather will require the
calculation of the skills.
activity_field Field of activity that is WOM will send the list of
required for the calculation fields required for the
calculation, as described in
the chapter below
<work_skill>UPGRADE</work_skill>
<!--If calculate_duration = True. Zero or more:-->
<activity_field>
<name>aworktype</name>
<value>33</value>
</activity_field>
<!--If calculate_travel_time = True. Zero or more:-->
<activity_field>
<name>ccity</name>
<value>ALTA</value>
</activity_field>
</urn:get_capacity>
</soapenv:Body>
</soapenv:Envelope>
In this get_capacity request example, the worktype value of 33 corresponds to the ‘Add
Outlets’ activity type as configured in the demo. ETAdirect will use an ID value of 33 to
get the travel stats from the Appointment Duration Keys table. If ETAdirect is unable to
find stats matching value 33, then ETAdirect will provide the default travel duration
value (48 minutes in the case of the demo environment) in the response.
‘get_capacity’ Response
The following table details the main output parameters sent by ETAdirect and the way in
which WOM processes them.
Table 6.2 ‘get_capacity’ Main Outputs
Name Description Comment
activity_duration Predicted duration of the It is returned if the input
activity in minutes requested calculation of the
duration
activity_travel_time Predicted travel time in It is returned if the input
minutes requested calculation of the
travel time
capacity Node that represents a The node is returned several
specific slot times for each skill. The
preferred method of referring
duplicate time slots to
different skills is an open
issue
capacity/date The date of the slot
<capacity>
<date>2012-07-21</date>
<time_slot>08-10</time_slot>
<work_skill>UPGRADE</work_skill>
<quota>12909</quota>
<available>2961</available>
</capacity>
</urn:get_capacity_response>
</SOAP-ENV:Body>
</SOAP-ENV:Envelope>
Special Scenarios
Checking if Rescheduling is required after Amend
If an amend order caused changes to critical parameters for capacity (any activity field
that is send to capacity API), WOM needs to identify if the original time slot can be used
or to force the customer to reschedule if he wants to commit the changes.
The logic to achieve it will be as follows:
1. WOM will call the capacity API with the new parameters.
2. If new work skills were returned in the response, WOM will need to execute the logic
of having availability for each of the new work skill with new duration on the
original time slot. If one of the new work skills is not available in the original time
slot, it means that rescheduling is required.
3. If the original duration increased because of the amend request, WOM will need to
check the availability of the work skills that are part of both the original activity and
the activity configuration. However, for these work skills, WOM needs to check just
the availability of the delta between the original duration and the new duration.
Force Booking
If an authorized CSR asked to perform Force Booking, WOM will not check whether the
time slot is available or not, but will instead return all the time slots. If required, WOM
can still carry out the check and indicate on each time slot whether it is available or not
from a capacity perspective.
Head Node
Each message includes the ‘head’ node. The head node defines the settings that apply to
the entire transaction, and define the transaction flow details.
Table 7.1 Head Node Main Elements
Name Description Comment
upload_type Define the upload WOM will always use 'incremental'
type
default_appointment_ A fallback WOM will always send empty string
pool resource to whom
an activity will be
assigned
appointment Node representing
appointment
details in the head
appointment/keys Keys of the WOM will use the key 'appt_number'
appointment
appointment/action_if Behavior if WOM will send 'update'
_completed appointment status
is 'started',
'cancelled' by user,
'completed' and
'notdone'
properties_mode How to handle the WOM will send 'update', which means updating
properties the properties and not replacing them
All other parameters that are not mentioned will not be sent by WOM.
Data Node
The data node includes a list of commands. WOM will send a single command.
Table 7.2 Command Node Main Elements
Name Description Comment
type The command type WOM will use either ‘update_activity’ or
‘cancel_activity’
date The date of the Will be sent only for new activity. If there is no
activity scheduling it will be sent as empty
appointment Structure
representing the
activity
Appointment Structure
Table 7.3 Appointment Structure Main Elements
Name Description Comment
address Address of
customer
appt_number Work Order ID
action_if_completed Behavior if WOM will send 'update'
appointment status
is 'started',
'cancelled' by user,
'completed' and
'notdone'
cell Customer cell WOM will send the cell contact number in this
phone field
city Customer’s city
coordx Longitude of the
location
coordy Latitude of the
location
customer_number The customer ID
email Customer’s email
language The language of A default value, unless multi-language is
the resource supported, and preferred language will need to be
captured
name Customer name
points Points of work This is calculated field in WOM based on rules
phone Customer’s regular WOM will send the home contact number in this
phone field
reminder_time Reminder time in This field needs to be captured
minutes before
activity
sla_window_start and SLA fields Used mainly for unscheduled Work Orders,
sla_window_end although business requirement can direct rules in
WOM to calculate SLA also for scheduled WOs
state The customer’s
state
time_slot The time_slot code Based on the capacity API
time_zone TZ for the work
order
worktype The worktype of WOM will have rules to calculate the worktype
the WO
zip Zip code of the
address
properties List of additional
properties
Properties to be used
This is a list of common properties to be used in a common implementation:
Table 7.4 Common Properties
Name Description Comment
Not Ready For Indicator that This is use by WOM to manage pre-requisites of
Dispatch blocks an activity an activity, but still reserve the capacity for it
from being
dispatched
Tasks List of tasks to be This is a table property with a list of tasks
performed by performed by technician
technician
Services List of services of It is still an open issue on how to represent this,
the customer as it is a complex structure
Linked Appointments
ETAdirect supports the concept of Linked Activities to control rules for when one
activity should be scheduled in relation to another activity. There is no limit on the
number of dependency links that can be created as needed, and these links can be set
either through the user GUI and/or through the APIs to allow external systems to control
the links. Examples of the types of link dependencies ETAdirect supports include:
Start to start
Finish to start
Simultaneous
Related
Certain resource relationships can also be added to further control the allocation of tasks
to resources. Examples of these include “must be given to the same resource” or “Must be
given to a different resource.” So, two activities can be related and must be given to two
different resources, but which resource is still to be determined by the routing process.
Other controls such as same day or next day also add further control over these
relationships.
Time intervals can be set between these relationships to accommodate for complex
relationships between the tasks. For example, Activity 1, typically of 90 minutes duration,
must start between 30-40 minutes before Activity 2, typically 50 minutes in duration, can
begin. Setting a time interval ensures that the engineer for Activity 1 is able to start the
task on his/her own, but will later be accompanied by the engineer for Activity 2 in order
to complete the work. Likewise, the finish to start activity plus time intervals can allow
for things such as drying time or wait time after Activity 1 completes before Activity 2 is
started.
Special Scenarios
“Not Ready For Dispatch”
The activity is created first as “Not Ready For Dispatch” and only when pre-requisites are
met and full information is available, another update_activity is sent.
If something is about to change in the activity the flag can be turned on again by
update_activity message
Amend - Upsell
WOM will send an update_activity. It is up to technician M&Ps to suspend the activity
before this update becomes possible.
Technical Implementation
The mode of work will be simple workflow using a batch of messages. WOM will store
the messages in a table and process them in a separate transaction.
The flow is as described:
1. ETAdirect sends a "send_message" SOAP to WOM
2. WOM sends in the response final status
3. WOM stores all messages in an internal table and sends response to ETAdirect
4. WOM implements a listener on the table to execute new messages in a different
transaction
If a field value requires multiple values, an internal delimiter should be implemented (list
of completed tasks)
There is no flexibility to implement more complex structures other than name/value but
there are numerous ways in which to represent and manage the data. ETAdirect will
support any value and any delimiter. Through configuration, ETAdirect supports regular
expression masking, and XSLT transformations, which could potentially allow for the
display of complex structures, but this should be used accordingly given the type of
interface and the conditions of the data. Furthermore complex structures can be
represented using multiple navigable screens.
Use Cases
The use cases are just common examples. Specific implementation, based on the business
requirement, will implement exact messages and fields.
Status Updates
WOM will receive the significant statuses. In some of the cases WOM will need to
receive notification of milestones as reported by technician.
Complete WO
In the completion message, WOM needs to know which tasks were done and which are
still pending.
Activation Request
Activation request should include a logical identifier of the equipment service and the
equipment details (most common only the S/N). It is still an open issue on how responses
are sent if business error exists and technician needs to be notified.
Diagnostic Test
If Diagnostic Test is implemented through Amdocs systems (which is not always the
case) WOM will receive the request. Input typically comprises only a logical identifier of
equipment. For more details refer to “Business Notification to Technician” in appendix
A.
search_activities Input
Following are the main input parameters that are sent by Amdocs WOM and the way in
which the input parameters are determined.
Table 9.1 ‘search_activities’ - Main Inputs
Name Description Comment
search_in The search WOM will set it as 'appt_number'
parameter
search_for The parameter WO ID
value
date_from Start date for Current date
search
date_to End date for search A future date
property_filter Array of properties See below list of properties
to be returned
search_activities Response
The response includes a list of activities (only one list due to the uniqueness of WOM
search criteria) and, for each activity, the list of properties with their values as requested
in the property_filter.
Open Issues
Table 10.1 Open Issues
ID Description Status
OI-1 Representation of service entity in WOM as part of the Activity in ETAdirect is not Open
finalized
OI-2 The capacity response returns duplicate nodes for the slot, but in different skills. The Closed
logic of how to use it by WOM is still not clear
Issue was resolved and explained in the body of the document
OI-3 Why action_if_completed is part of both head and data? Closed
Header node contains the default value, which ETAdirect will search for, if any of the
batch (1:n) data nodes do not provide a value, since each data node can have separate
‘action-if-completed’ value at the activity level.
Assumptions
Table 10.2 Assumptions
ID Component Description
AS-1 WOM, ETAdirect There is no automatic identification of Outage affected
Activities
AS-2 WOM There is no automation of creating activities for pick-up of
parts/equipment required by technician to perform his other
activities
AS-3 WOM, ETAdirect Technician will not be presented with upsell options and
will not be able to perform the upsell from the mobile
device
Known Limitations
N/A
Possible Enhancements
Table 10.3 Possible Enhancements
ID Component Description
PE-1 WOM Use more than one WO with links between them for
complex projects
PE-2 WOM, ETAdirect Ability to send link to ETAdirect that would be used for
launch-in-context of another system.
Refer to Launch in Context from ETAdirect
Roadmap Items
Table 10.4 Roadmap Items
ID Component Description
RM-1 ETAdirect Improve the capabilities of representing complex properties
and tree views in ETAdirect.
. . .
<command>
<date>2012-07-20</date>
<type>update_inventory</type>
<external_id>33035</external_id>
<inventories>
<inventory>
<properties>
<property>
<label>invsn</label>
<value>HRSA28726</value>
</property>
</properties>
</inventory>
</inventories>
</command>
The alternative option is to use the "update_inventory" method found within the Activity
/ Mobile-Client API. This is a one-off command (and therefore offers no bulk operation
capability) and it is performed based on the Inventory ID, which is the unique integer
assigned to the equipment by ETAdirect when it was originally entered into the system.
Here is an example of such a request:
<urn:update_inventory>
<user> . . .authentication node . . . </user>
<inventory_id>20992200</inventory_id>
<properties>
<name>resource_id</name>
<value>33015</value>
</properties>
</urn:update_inventory>
The following xml structure would be included in the Update_Activity command type of
the inbound interface in order for required inventory to be managed by a technician:
<required_inventories>
<required_inventory>
<type>CONNECTOR</type>
<model>CX1135</model>
<quantity>5</quantity>
</required_inventory>
</required_inventories>
For the best user experience, ETAdirect can be configured in the following manner:
Create equipment status property string or enumeration.
Create multi-line format property for equipment status.
Use inbound to update equipment status property
Equipment status property can be set as Active or Inactive
Set the visibility options so that it will be shown on mobile view inventory lists.
This will present the status of the last known operation to the technician once the tech
clicks inventory item
Additional xslt transformation can be used to represent such structures as signal
measurement results, frequency, etc.
Tech is allowed to navigate with additional clicks to different screens and can wait
for response from Amdocs WOM system.
A detailed description can be included with the business notification, which can be
used in another text field and can be configured as a multi-line formatted property
with visible settings on inventory details screen, which the technician can navigate to
read the fuller explanation.
Note: Communication lag could be quite long as messages can be queued for a
wait period of up to several seconds before a response is shown.
By employing a plugin in ETAdirect, ETAdirect can directly call the provisioning
system, in which case the time required to get a response is typically 5-10seconds.
The following table shows screen mockups of the notifications to the Field Engineer
following a hit request.
Step 1 Step 2
Step 3 Step 4
ETAdirect SDK
Note: The documentation is referring to ETAdirect 4.4. It might be that the actual
implementation will be done on a different version, in which case the reference to
the relevant SDK will be provided.
Capacity Interface
http://creativity/SpaceDirectory/Sites/WOM%20Generic%20Materials/Shared%20Docu
ments/Workshops/TOA/Materials%20from%20TOA/ETAdirect4.4_Capacity_SDK.pdf
Inbound Interface
http://creativity/SpaceDirectory/Sites/WOM%20Generic%20Materials/Shared%20Docu
ments/Workshops/TOA/Materials%20from%20TOA/ETAdirect4.4_InboundInterface_S
DK.pdf
Outbound Interface
http://creativity/SpaceDirectory/Sites/WOM%20Generic%20Materials/Shared%20Docu
ments/Workshops/TOA/Materials%20from%20TOA/ETAdirect4.4_OutboundInterface_
SDK.pdf