Use organization units to sort and organize the items in the resource tree. You can use
buckets to hold the activities that aren't yet assigned to mobile workers. You must
set up the resource tree using the organization, buckets, and child resources in a
way that suits your business requirements.
Difference between resource, user, and child resource: A resource can be a mobile worker (a human being), a dispatcher,
an administrator, a vehicle, or a tool. All resources are elements
of the Resource tree. A user is a mobile worker or any other user
that has access to Oracle Field Service. A
child resource is a resource that is added to a bucket or an organization
unit element of the resource tree. In the hierarchy of the resource
tree, the bucket or the organization unit appears at a higher level
than the child resource. A child resource can be a mobile worker
(a human being), a vehicle, or a tool.
Organization units are typically used to group resources by location. Organization units cannot
be route owners and you cannot assign activities to them. Buckets can have activities. However,
dispatchers can assign activities to buckets manually and Routing can assign activities to
buckets automatically. To add an organization unit or a bucket:
-
Click the navigation icon and then click
Resources.
- Click the plus icon.
- Complete these fields:
| Field name |
Action |
| Resource Type |
Select Group or Bucket. The fields on the page change based on the option you
select. |
| Name |
Enter the name of the organization unit or bucket the way you
want it to appear in the resource tree. |
| External ID |
Enter a unique ID for the organization unit or bucket. These
IDs are optional. |
| Org Unit/Bucket |
Select the organization unit or bucket under which you want
to create the organization or bucket. |
| Status |
Select whetner the organization unit or bucket is active or inactive. An inactive
organization unit or bucket is not listed in the resource tree. |
| Message Language |
Select the language in which dispatchers and mobile workers see the error
messages. |
| Time zone |
Your (currently logged in user) time zone is populated, change
it if required. This is the time zone in which the organization is
located. |
| Time format |
Your (currently logged in user) time format is populated, change
it if required. This is the time format that your resources see and
use 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 your resources see and
use 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. |
- Click Submit.
The new active organization unit or bucket is added to the resource tree, in the
selected hierarchy.