Move a Resource in Oracle Fusion Field Service

Sometimes, you might need to move a resource from one organization unit or bucket to another. You can move only the resources that are at the organization unit or bucket level. Use the Edit Resource page to implement this change.

  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 click the pencil icon.
  3. In the Organization and Org Unit or Bucket fields select the organization and organization unit or bucket for which you want to move the resource.
  4. Click Update.
    The resource type is moved to the new organization unit or bucket in the resource tree.