Assign a Temporary Work Zone from the Resource Calendar

You can assign a temporary work zone in Oracle Fusion Field Service when a resource needs to work outside their regular work zones for a specific period. An active temporary work zone overrides the resource's regular work zones and can affect routing, activity assignment, and capacity. When the temporary work zone is no longer active, the resource's regular work zones apply.

Before you start, make sure that the required work zones are configured in 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. 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.
  3. Select View Resource Calendar for the required field resource.
  4. Select the date from which the temporary work zone assignment starts.
    The day overview opens.
  5. Select Add, and then select Work Zones.
  6. Select the work zone that you want to assign.
  7. Use the ratio slider and add a ratio for the work zone.
    The ratio can be between 1 and 100. A higher number increases the likelihood that this resource is assigned activities in this work zone. If this is a work zone the resource works in daily, or if it's a preferred zone for the resource, enter a higher number. If this resource works in this work zone occasionally or only by exception, enter a lower number. You can assign multiple work zones with different ratios to one resource. The Temporary option is selected automatically when you add a work zone from the calendar.
  8. Select the start and end dates for the assignment. To assign the work zone for one day, use the selected date as both the start date and end date.
  9. Select Add.
    The temporary work zone is displayed on the resource calendar for the period that it applies.
  10. To update an existing temporary work zone, change the end date and then select Update.
    You can update or remove assignments only for the current date or a future date.
  11. To remove the assignment, select the work zone on the Work Zones tab and then select Remove.
    Any activities associated with these work zones will no longer get routed to this resource. Deleting a work zone from a resource doesn't delete it from the application. It will still be available to be assigned to other resources as needed.