Add a resource

The mobile worker is an individual associated with the user who performs an activity or a tool or vehicle that belongs to an organization or resource.

1. Log in to the Core application as an admin user.
2. Click the hamburger icon and then click Resources.
3. Click the Plus icon.
   The Add Resource page displays.
4. Complete the following fields:

   Field	Mandatory	Description
   Resource type	Yes	Select one of the following resource type that is configured for your organization: Bucket Organization Unit Mobile Worker Truck Manager/Admin/Dispatcher Note: The fields on the page change based on the selected resource type.
   Type	Yes	Select whether the mobile worker is a Contractor or an In-House employee. Note: This field displays only for the mobile worker resource type.
   Name	Yes	Enter the resource name that you want to display in the resource tree.
   External ID	No	Enter the ID number from an external system, such as the employee ID number. If you use them, each resource must have a unique ID.
   Org Unit/Bucket	Yes	If you are adding a bucket, organization unit, or a mobile worker, select the organization or organization unit to which the resource belongs. Note: The field is not mandatory for the Manager/Admin/Dispatcher resource type.
   Status	Yes	Select Active if you want the resource to use the application. Else, select Inactive.
   Access Settings (applicable only for the Mobile Worker and Manager/Admin/Dispatcher resource type)
   User Type	Yes	Select the user type for the resource. You can create and edit resources of only the user types that are selected in the Configuration > User Types > General Can create users of the following user types section. The user types that are not selected on the General page are not available here for selection. Further, you cannot edit the details on the Resource Info page of the resources of this user type.
   Visible Resources	Yes for the Manager/Admin/Dispatcher resource type.	Select the organization, organization unit, or the bucket to which the resource belongs.
   Self Assignment		The Self-Assignment feature influences the availability of activities and resources for a user who is assigned to a bucket. By default, Self-Assignment is disabled. This setting is mostly used by dispatchers, who allocate activities to resources and usually do not perform any activities. If a user is assigned to a bucket and Self-Assignment is cleared: All child resources of the bucket are available to the user. All activities in the bucket are available to the user (regardless of their work zones and work skills). The user can move all activities between all available resources (for example, from the bucket to any of the assigned resources, between resources, from a resource back to a bucket). Self-Assignment must be selected, if a mobile worker is granted permission to assign tasks. (For example, the user is a crew chief, assigning activities to members of the crew, or a single mobile worker allowed to choose activities to perform.) If a user is assigned to a bucket and Self-Assignment is selected: Only the resources explicitly assigned to the user are available to such a user (for example, the bucket, the user themselves and members of the crew). No other child resources of the bucket are available to the user. Only those activities in the bucket that can be performed by at least one of available resources (subject to the work zone and work skill requirements) are available to the user. The user can move only the available activities and only between the available resources.
   Login	Yes	Enter the login name for the resource.
   Password, Confirm Password	No	Enter the password that you would like to set for the resource.
   Force Password Change at Next Login	No	Select the check box, if you want the resource to change their password when they log in for the first time.
   Collaboration Group		Select the collaboration groups. See Create a Group or Help Desk section in the Administering Oracle Field Service Guide.
   Refresh Rate	No	Enter the duration within which you want the dashboard charts to be refreshed automatically. This auto-refresh applies only to the dashboard charts and not other parts of the application. This field is shown on the Add Resource page, only if your administrator has added it.
   Initial Ratio for Resource Value		See How do I set the initial ratio for activity duration?. Note: If you select a resource from the Home page, navigate to the Resource Info page, and click Information, then the Initial ratio for Activity duration and Default ratio for Activity duration values are displayed on the Edit Resource page.
   Locale Settings
   Message Language	Yes	Select the language in which the resource sees the error messages.
   Time Zone	Yes	Select the time zone that the resource views in the application.
   Time Format	Yes	Select the time format (12–hour or 24–hour) that the resource views in the application.
   Date Format	Yes	Select the date format that the resource views in the application.
   Long Date Format	Yes	Select the long date format that the resource views in the application. A long date is a date that includes words. For example, Wednesday, May 6, 2020. Note: The field displays only for the Mobile Worker and Manager/Admin/Dispatcher resource type.

5. Click Submit.