Edit Resource Information in Oracle Fusion Field Service

A field manager can use the Edit Resource page to review and revise a resource’s employee information, and fields that decide the access details.

Note: The actual information that's displayed depends on what has been configured for your environment.

If two users are linked only by teamwork and don't have any association with each other, then the users will not have access to each other's resource information.

This table lists the resource's information that can be viewed and edited by a field manager. The fields listed here are for the Technician resource type only.

Information block Information you can view and edit
General Info (name of the resource)
  • Resource Type

  • Name

  • External ID

  • Organization

  • Org Unit or Bucket
  • Email

Duration Estimates
  • Initial Workdays Excluded

  • Initial Multiplier

Access
  • User Type
  • Self Assignment
  • Visible Resources

Navigating to the Resource Information Page

For Oracle Fusion Field Service

  1. In Fusion Setup and Maintenance, go to Navigator > My Enterprise > Offering Setup. Select the Field Service offering. In the Scheduling and Dispatch functional area, select the Field Resources task. The Field Resources page displays all the Field Service resources, except those of Manager/Dispatcher/Admin type.
    To use Fusion Setup and Maintenance, you must have either the ORA_FFS_FIELD_SERVICE_APPLICATION_ADMINISTRATOR_JOB role or a custom role containing duties from ORA_FFS_FIELD_SERVICE_APPLICATION_ADMINISTRATOR_DUTY.

    You must enable the Permission Group Job Roles through the Security Console to allow access to these configuration pages. This applies to users assigned to the Field Service Manager or Field Service Application Administrator roles. Due to a known issue, you must manually enable Permission Groups for the Job Role through the Fusion Applications Security Console. Ensure that the user account being used has the required Job Role assigned. Sometimes, existing users with the required Job Role might still not receive the appropriate permissions until the role is manually removed and re-assigned. After completing the steps above, it might take about 10 minutes for the changes to become effective.

  2. Search for the required resource and then click the pencil icon. The Resource Information page appears.
Note: You can edit information related only to Field Service. Some information comes from other objects and is read-only in Field Service. To update that information, you must change in the corresponding application area.

For example: To change the name of a field resource, go to the Users and Security functional area and select the Manage Users task.