Add a Resource Type for Organization Unit in Oracle Fusion Field Service

An organization unit aggregates mobile workers, vehicles, and tools in a hierarchical structure to simplify management and reporting. An organization unit doesn't require a user, can't process work or activities, is shown with a Double Tech icon, includes the group option, and can have activities assigned.

Note: Some features are available only during the initial configuration. This varies based on the options selected during the configuration. Features that aren't available for editing after the initial configuration will be greyed out.

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 Resource Types task. The Resource Types page displays all the resource types you’ve created so far.
   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. Click the plus icon.
   The Add Resource Type drawer opens.
3. Complete these fields:
   • Enabled: Move the slider to enable the resource type. The resource type is disabled by default, you must enable it to create resources of this type.
   • Name: Enter a name for the resource type. All supported languages are listed.
   • Label: Enter a unique identifier for the resource type. This identifier is mapped to the REST API.
   • Role: Select Organization Unit.
   • Capacity planning eligible: Select this checkbox to count the capacity across buckets. For example, assume that the maximum available capacity for Bucket 1 is 1920 minutes and the Capacity planning eligible checkbox is selected. Bucket 2 has a maximum available capacity of 2400 minutes and the Capacity planning eligible checkbox isn't selected. Now, if you select the Capacity planning eligible checkbox for Bucket 2, then the Group resource type aggregates the capacity across Bucket 1 and Bucket 2 and changes the maximum available capacity of the Group to 4320 minutes.
4. Click Add.
   The Organization Unit resource type displays on the Resource Types page.