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
Oracle Apps Forms Personalization - (Demonstrated Example - (Shipping and Transaction Form) - Using Zooming, Global Variables, Local Variables, Passing Parameters Etc.,)