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Transformed Ofsc

The document provides guidelines for the transformed Oracle Field Service Cloud (OFSC). It discusses changes to the resource hierarchy, activity screens, and activity scheduling. Key changes include moving to a consistent resource hierarchy across zones/teams, following a standard color scheme for activity types, and restricting activity scheduling to all-day time slots only. The resource hierarchy will now include buckets for different workflows under a new "ENTERPRISE OIC" structure.

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Luisa Arellano
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89 views10 pages

Transformed Ofsc

The document provides guidelines for the transformed Oracle Field Service Cloud (OFSC). It discusses changes to the resource hierarchy, activity screens, and activity scheduling. Key changes include moving to a consistent resource hierarchy across zones/teams, following a standard color scheme for activity types, and restricting activity scheduling to all-day time slots only. The resource hierarchy will now include buckets for different workflows under a new "ENTERPRISE OIC" structure.

Uploaded by

Luisa Arellano
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
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GUIDELINES

TRANSFORMED
OFSC

1
2

Unified User Type

What remains the same*

 Process of handling activities within OFSC


o Single activity moved across different teams / technicians
 Data Flow between OFS and Clarity

What changes for Transformed OFSC*

 Resource Hierarchy
o Move to a consistent resource hierarchy structure across zones / teams
 Activity screens
o Arrangement of Fields will follow grouping similar to transformed solution screens as much as
possible
 Activity Type Color Scheme
o Move to Oracle standard color scheme
 Activity Scheduling
o Time Slots to be restricted to All-Day only
o Availability of Access Schedule

Resource Hierarchy
IMPACT_***: Buckets

 Buckets moved from (legacy) ENTERPRISE to (new) ENTERPRISE OIC Resource Hierarchy

IMPACT_ETFRS_<ZONE» -> For ETFRS


IMPACT_CXSDA_<ZONE> > For Project Insourcing
IMPACT_EBU_<VENDOR>_<ZONE> > For Migration
FH_<ZONE> > For Project One
IMPACT_PROJECT ZERO_<VENDOR> > Project Zero buckets
IMPACT_SWAG_<ZONE> > Swag buckets

These are the only buckets where activities are created from Clarity No change to Bucket's external_ id (no
change needed to existing integration) Renamed to indicate these buckets belong to IMPACT flows.

Replacement for legacy SHARED-ENT-<ZONE> buckets:

IMPACT COMPLETE «ZONE> FH


IMPACT OPEN «ZONE> FH
IMPACT_RPR_<ZONE> FH
New Fields (IT REFRENCE, NOTES and CALLOUT DETAILS)

New OFSC Color Scheme


 Callout screen is not yet mandatory, you can use this as reference to add
client’s preferred schedule.
 You may also update the location in callout details if necessary

To add access schedule


Click the edit icon:

edit icon
Access Hour/s for client’s preferred schedule.
Exception days is for client’s unavailability.
Select specific days, add start and end time then click Add
Exception Date is for Client’s unavailability

Click (+) sign to add schedule and (–) sign to remove schedule, click apply.

Then submit
You may update the location if the address confirmation is incorrect

Click update location


Input the correct address with Zip Code
Then click update
*Note: you will only use update location if necessary.

Then click submit


Thank you!

Should you have further questions or concerns, please feel free to contact the
following:

[email protected]
Enterprise Systems Support and Management

[email protected]
Enterprise Systems Support and Management

[email protected]
Enterprise Systems Support and Management

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