Manage Internal Resource Organizations

Internal resource organizations represent the hierarchy of your enterprise - they appear as 'Organization Units' in the Resource Tree within Oracle Fusion Field Service and users can be initially assigned to these organizations. For clarity - you manage Oracle Fusion Field Service buckets (for routing and booking) strictly using the Oracle Fusion Field Service UI, and move users/resources between organizations units and buckets as necessary easily from within Oracle Fusion Field Service as well.

Follow these steps to perform the Manage Internal Resource Organizations task:

1. Sign in to your Oracle Applications Cloud environment as an implementation user.
2. Click Navigator > My Enterprise > Setup and Maintenance.
3. Ensure that Field Service is selected in the Setup field in the header.
4. Click Users and Security in the Functional Areas section.
5. Click Manage Internal Resource Organizations to search for existing resource organizations.
6. To create a new organization, on the Manage Internal Resource Organizations page, click Create.
   The Create Organization: Select Creation Method page is displayed.
7. Select Option 2: Create New Organization, then click Next.
8. Enter the name of the resource organization in the Name field (for example, 'Supremo Fitness - FL'). This is the name that appears within the resource tree in Oracle Fusion Field Service, but only after a user is created and assigned to that resource organization. Keep these points in mind when naming resource organizations:
   • Each resource organization name must be unique.
   • The names don't have to correspond to any formal organization in your enterprise. The names are there solely to create a resource tree.
   • Don't use the name of a manager as the organization name as you might want to change the management of the organization to someone else later.
9. In the Organization Usages section, click Add and select Service Organization.
10. Click Finish and then the Back arrow to return to the Functional Areas task list.
    If you need to change the name of a resource organization at some later date, you can do so using the Manage Internal Resource Organizations task.