Assign an Organization Unit to the Collaboration Group

To associate a collaboration group with an organizational unit, follow these steps:

  1. Open Oracle Field Service application as an administrator, and then click Resources on the main menu.
  2. Select the relevant organizational unit from the list.
  3. Click Set Collaboration Group.
  4. Choose one or more collaboration groups to assign to the selected structure.
  5. Click Apply. The number of resources for which the Collaboration group is being added is displayed in brackets on the Apply button.
  6. Alternatively, open the Resource Information screen for the selected organizational unit and assign collaboration groups from there.

Results:

After association, all users under that organizational unit are automatically included in the selected collaboration group(s).

Note: This feature does not apply to Helpdesks. For Helpdesk configurations, assign users to collaboration groups individually.