Use the Field Resources page to get a bird’s eye view of an
organization. You can see your organization’s business units, people, tools, and vehicles on the
Field Resources page. You can also use the page to review a field
resource's work schedules, supplemental work skills, and temporary work zones.
To use the
Field Resources page, you must have access to Fusion Setup and
Maintenance. In addition, you must be assigned a job role that includes the duty role Field
Service Manager (code: ORA_FFS_FIELD_SERVICE_MANAGER_DUTY). By default, this duty role is
included in the Field Service Manager job role (code:
ORA_FFS_FIELD_SERVICE_MANAGER_JOB).
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In Fusion Setup and Maintenance, go to . 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.
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Use Smart Search to find the resource you want to view.
You can enter a keyword or use these filters: Status,
Resource Type, User Type,
Organization, and Org Unit or
Bucket. You can see the number of matching resources before you
select a filter value. This helps you decide how a filter narrows the results.
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Select the Calendar icon in the row with resource information to see the resource
calendar.
It shows the month grid with working, on-call, and nonworking time for the selected
resource, which follow these conventions:
- The regular working time is marked with blue circle and the start time for the
shift.
- The on-call time is marked with the reddish-brown circle and the start time for
shift.
- The regular nonworking time is shown as a bar of blue color which represents all-day
event.
- The on-call nonworking time is shown as a bar of beige/tan color which represents
all-day event.
- The calendar also shows work-skill and work-zone assignments:
- Supplemental work skills appear as light-blue bars.
- Temporary work zones appear as light-green bars.
When multiple supplemental
work skills or temporary work zones apply on the same day, their names are shown
together, separated by commas. When the same set applies on consecutive days, a
single bar spans the applicable period. Permanent work skills and permanent work
zones aren't shown on the calendar. Supplemental work skills and temporary work
zones appear because they've defined start and end dates.
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Select a date in the calendar to open the day overview drawer.
The drawer shows the field resource's information for that date, including work
schedules, supplemental work skills, and temporary work zones.
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To view work skills and work zones, use the Work Skills and
Work Zones tabs on the Resource Calendar
page to review the resource's current assignments.
The Work Skills tab displays non-archived permanent and
supplemental work-skill assignments. The Work Zones tab displays
non-archived permanent and temporary work-zone assignments. An assignment is considered
archived when its end date is in the past. Both tabs provide Smart Search to help you find
an assignment.