Access Oracle Fusion Field Service Functional Area Tasks

Functional areas define the basic details of your organization such as the legal address and the roles and privileges required to use the offering. You must configure both the Company Profile and the Users and Security functional areas that are available in the Setup and Maintenance work area, including the related tasks. When you select a functional area, the corresponding tasks are listed. While you must view and complete the required tasks, it's important to understand the purpose of the optional ones as well. We'll cover all of them in this document, pointing out which ones are required versus optional. Your Fusion user account needs the 'ORA_ASM_FUNCTIONAL_SETUPS_USER_ABSTRACT' role assigned to it in order to complete these tasks.

Follow these steps to access the Oracle Fusion Field Service Functional Area tasks:
  1. Logged into Fusion Applications, click Navigator > My Enterprise > Setup and Maintenance.
  2. Ensure that Field Service is selected within the Setup field in the header.
    The Company Profile and Users and Security functional areas are displayed.
  3. If you're setting up this offering for the first time, select the functional areas one at a time in the order they're listed. If you're making changes to existing setup data, select the applicable functional area. If a functional area requires any mandatory tasks, then only those tasks are displayed by default. If all setup data is optional for the functional area, then all tasks are shown by default. To see the full list of required and optional tasks for the functional area, select All Tasks from the Show drop-down list.
  4. Enter the relevant data. When finished, close the page, where you'll be returned to the setup task list.
  5. Continue to select other tasks from the list as needed and enter the setup data for them as well.
    Each task will be covered in detail in the next chapter.