Manage Internal Resource Organizations

Internal resource organizations represent your enterprise’s hierarchy and appear as “Organization Units” in the Resource Tree in Oracle Fusion Field Service. You can initially assign users to these organizations.

Note: For routing and booking, manage Field Service buckets directly in the Oracle Fusion Field Service user interface. You can easily move users or resources between organization units and buckets from within Oracle Fusion Field Service.

Navigation: Navigator > My Enterprise > Setup and Maintenance > Users and Security

To create an internal resource organization:

1. Click Manage Internal Resource Organizations to view or search for existing resource organizations.
2. To create an organization, click Create on the Manage Internal Resource Organizations page.
3. On the Create Organization: Select Creation Method choose Option 2: Create New Organization and click Next.
4. Enter the name of the resource organization in the Name field (for example, 'Supremo Fitness - FL'). Keep these points in mind when naming resource organizations:
   • This is the name that appears within the resource tree in Oracle Fusion Field Service, after a user is created and assigned to the organization.
   • Resource organization names must be unique.
   • The names don't have to correspond to any actual company units. The names are there solely to create a resource tree.
   • Avoid using a manager name, as this might change in the future.
5. In the Organization Usages section, click Add and then select Service Organization.
6. Click Finish and then use the Back arrow to return to the Functional Areas task list.
   If you need to rename a resource organization later, use the Manage Internal Resource Organizations task.