Assign an Organization Unit to the Collaboration Group
To associate a collaboration group with an organizational unit, follow these steps:
- Open Oracle Field Service application as an administrator, and then click Resources on the main menu.
- Select the relevant organizational unit from the list.
- Click Set Collaboration Group.
- Choose one or more collaboration groups to assign to the selected structure.
- Click Apply. The number of resources for which the Collaboration group is being added is displayed in brackets on the Apply button.
- 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.