Add a Dispatcher, a Manager, or an Administrator

You use the Add Resource page to add a dispatcher, a manager, or an administrator user. This is also the user without a resource; in other words, this user does not perform the duties of a mobile worker.

  1. Click the hamburger icon and then click Resources.
  2. Click the plus icon.
    The Add Resource page appears.
  3. Complete these fields:
    Field name Action
    Resource Type Select Manager/Dispatcher/Admin. The fields on the page change based on the option you select.
    Name Enter the resource name the way you want it to appear in the resource tree.
    Org Unit/Bucket Click the field and select the organization unit or bucket with which you want to associate the resource. Let’s say you want to add a dispatcher who manages a bucket and the resources under the bucket. Select the bucket to place the dispatcher so that the user can see only the bucket and the resources under that bucket. If you want to create a manager who may see the entire enterprise, select the parent level of the organization structure to add the manager. The options available for you are 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 cannot log in to the application.
    User Type Select the user type for the resource. The permissions assigned to the selected user type applies to this resource. In other words, the user type selected here determines 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 are not selected on the General page are not available here for selection. Further, you cannot edit the details on the Resource Info page of the resources of this user type.
    Visible resources Select the 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 are assigning this resource to a bucket, select this check box to determine 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 log in to Oracle Field Service.
    Note: Although you can change a user's Login (user name) after it is created, it is not advisable to do so. This is because, it may cause issues with integrations with other Oracle applications such as, DBaaS or Oracle Analytics Cloud, where this field is used as a primary key on some tables.
    Password, Confirm Password Enter the password that you want to set for the resource.
    Force password change at next login Select this check box, if you want the resource to change their password when they log 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 you want the resource to see 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.

  4. Click Submit.
    The new resource is added. If you have configured the Refresh Rate (refresh_rate) field for the user, it will not be used in Core Application.