Your Company’s Configuration

You can configure Oracle Field Service to your specific business requirements, such as the type of work performed, the kinds of skills available for assignment, the way in which working calendars are organized, and so on. You can configure the settings for all these requirements on the Configuration page.

Most configuration settings are available on the Configuration page. However, depending on the way you have implemented the application for your company, some of the settings might be placed in individual menu items or grouped under different menu items. Your user type configuration determines the options displayed on the menus.

The configuration elements are grouped logically on the Configuration page:
  • General (the settings related to the general principles of the company operation):

    • About

    • Business Rules

    • Link Templates

    • Work Schedules

    • Work Zones

    • Work skills

  • Resources, Activities, Inventories (the settings related to the resources the company employs, the activities it performs and the inventory used in the course of their performance):

    • Properties

    • Capacity Categories

    • Time Slots

    • Resource Types

    • Activity Types

    • Inventory Types

  • Displays (the settings related to the general appearance of the application, page layouts, languages and translations):

    • Glossary

    • Display

    • Themes

    • Filters

    • Forms & Plugins

  • Users, Security, Integrations (the settings related to user management and system access):

    • Organizations

    • Login Policies

    • User Types

    • Applications

    • Oracle Knowledge

    • Integration Cloud Service

  • Subsystems (the settings related to Oracle Field Service modules):

    • Statistics

    • Applications

    • Collaboration

    • Message Scenarios

Items are added only to the groups listed earlier. Each item, when clicked, leads to the corresponding configuration page.