- Administering Oracle Fusion Field Service
- Add a Field Resource
Add a Field Resource
You must add a field resource, before you can assign activities to them.
- Click the navigator and then click Resources.
- Click the plus icon.
The Add Resource page appears.
- Complete these fields:
Field name Action Resource Type Select Mobile Worker. The fields on the page change based on the option you select. Initial Ratio for Activity Duration Select the default ratio that's used for the resource, if there isn’t enough historical data for the resource for a particular type of activity. For such activities, the estimated duration of the mobile worker is the value of the Initial ratio * company wide estimation (provided “Personalize the estimation of activity duration” is selected). After the mobile worker completes at least one activity, the default ratio shows for the mobile worker based on the reported duration. Type Select whether the resource is an in-house resource, or a contractor. Name Enter the resource name the way you want it to appear in the resource tree. External ID Enter the ID number from an external application, such as the employee ID number. These IDs are optional. If you use them, each resource must have a unique ID. Org Unit/Bucket Click the field and select the organization unit or bucket with which you want to associate the resource. The options available for you're configured by your administrator. If you don't select any organization unit or bucket, the resource is treated as unassigned to any organization. Status Select whether the resource is active or inactive. Inactive resources can't sign in to the application. Personal Info Enter the personal information of the resource. User Type Select the user type for the resource. The permissions assigned to the selected user type applies to this resource. That is, the user type selected here decides the pages and the options the resource can see. You can create and edit resources of only the user types that are selected in the Configuration > User Types > General Can create users of the following user types section. The user types that aren't selected on the General page aren't available here for selection. Further, you can't edit the details on the Resource Info page of the resources of this user type. Visible resources When you create a Field Resource, the Visible Resources field is prepopulated with the current resource's name. So, it means that mobile workers can see themselves. Select more resources the current resource can view, from the organization structure. The resource can see the resources belonging to the selected organization, organization unit, or bucket. Self assignment If you're assigning this resource to a bucket, select this checkbox to decide the availability of activities and resources for this resource. For more information, see the How Self-Assignment Works topic. Login Enter the user name with which the resource can sign in to Oracle Fusion Field Service. Password, Confirm Password Enter the password that you want to set for the resource. Force password change at next login Select this checkbox, if you want the resource to change their password when they sign in for the first time. Collaboration group Click and select the collaboration group that you want to add the resource to. Message Language Select the language in which the resource sees the error messages. Time zone Your (currently logged in user) time zone is populated, change it if required. This is the time zone that the resource sees and uses in the interface. Time format Your (currently logged in user) time format is populated, change it if required. This is the time format that the resource sees and uses in the interface. This can be either 12-hour or 24-hour. Date format Your (currently logged in user) date format is populated, change it if required. This is the date format that the resource sees and uses in the interface. This can be either month-day-year or day-month-year. The date format controls the display of dates in numeric format.
Long date format Select the long date format that the resource views in the application. A long date is a date that includes words. For example, Wednesday, May 6, 2020.
- Click Submit.
The new resource is added.