Manage Job Roles

Before explaining how to perform this task, it's important to understand the correlation between privileges, duties, and job roles within Fusion Applications.

Using Oracle Fusion Field Service as the context:

• Privileges: Equate to access to various work areas such as, Dispatch Console, Map, Mobile App, Booking, Dashboards, and Routing. Privileges are not directly assigned to users.
• Duty Roles: Represent a logical collection of functional privileges that grant access to tasks that someone performs as part of their job (for example, Field Service Manager, Field Service Mobile Worker). Duty roles are not assigned directly to users.
• Job Roles: Directly assigned to users, job roles can inherit duty roles and the privileges assigned directly to the job roles themselves. Job roles can also be auto-provisioned through HCM when a user is hired into a particular role.

  There are three predefined duty roles and job roles that have access to Oracle Fusion Field Service, each inheriting the relevant privileges that allow users to whom they are assigned to do their work.

  Duty Role	Duty Role Code	Duty Role Description	Job Role	Job Role Code	Job Role Description
  Field Service Application Administrator	ORA_FFS_FIELD_SERVICE_APPLICATION_ADMINISTRATOR_DUTY	Individual responsible for the duty of configuring Oracle Fusion Field Service mobile application.	Field Service Application Administrator	ORA_FFS_FIELD_SERVICE_APPLICATION_ADMINISTRATOR_JOB	Individual responsible for Oracle Fusion Field Service mobile app configuration.
  Field Service Manager	ORA_FFS_FIELD_SERVICE_MANAGER_DUTY	Individual responsible for the duty of managing Oracle Fusion Field Servicee Mobile Workers.	Field Service Manager	ORA_FFS_FIELD_SERVICE_MANAGER_JOB	Manages Oracle Fusion Field Service Mobile Workers.
  Field Service Mobile Worker	ORA_FFS_FIELD_SERVICE_MOBILE_WORKER_DUTY	Individual responsible for the duty of Oracle Fusion Field Service mobile worker.	Field Service Mobile Worker	ORA_FFS_FIELD_SERVICE_MOBILE_WORKER_JOB	Individual responsible for Oracle Fusion Field Service work.

  Here is a list of the available Oracle Fusion Field Service privileges and which predefined duty or job roles they are assigned to or inherited by:

  Privilege	Privilege Description	Assigned To	Inherited By
  Access Oracle Fusion Field Service Mobile Application	Allows the user to access the Field Service mobile app.	Field Service Mobile Worker Duty Role Field Service Manager Duty Role	Field Service Mobile Worker Job Role Field Service Manager Job Role
  Manage Oracle Fusion Field Service Activities	Allows the user to manage and monitor activities performed by field resources.	Field Service Manager Duty Role	Field Service Manager Job Role
  Access Oracle Fusion Field Service Map for Group of Resources	Allows the user to manage and monitor activities performed by field resources using a map.	Field Service Manager Duty Role	Field Service Manager Job Role
  Access Oracle Fusion Field Service Dispatch Console	Allows the user to access the Dispatch Console and monitor activities performed by field resources at the organization level or within a large work area.	Field Service Manager Duty Role	Field Service Manager Job Role
  Manage Resource Information	Allows the user to manage Field Service resource information.	Field Service Manager Duty Role	Field Service Manager Job Role
  Manage Resource Schedules	Allows the user to manage working and non-working schedules of Field Service resources.	Field Service Manager Duty Role	Field Service Manager Job Role
  Manage Booking	Allows the user to manage booking including its configuration, quota, and capacity.	Field Service Manager Duty Role	Field Service Manager Job Role
  Manage Routing	Allows the user to manage Field Service scheduling and optimization engine.	Field Service Manager Duty Role	Field Service Manager Job Role
  Manage Oracle Fusion Field Service Mobile App Dashboards	Allows the user to manage dashboards and reports in Field Service mobile app.	Field Service Manager Duty Role	Field Service Manager Job Role
  Access Oracle Fusion Field Service Forecasting	Allows the user to access forecasting data in Field Service.	Field Service Manager Duty Role	Field Service Manager Job Role
  Configure Oracle Fusion Field Service Mobile App	Allows the user to configure Field Service mobile app.	Field Service Application Administrator Duty Role	Field Service Application Administrator Job Role
  Run Scheduler Jobs for Oracle Fusion Field Service	Allows the user to manage scheduler jobs for Field Service.	Field Service Application Administrator Duty Role	Field Service Application Administrator Job Role
  Manage Scheduled Processes	Allows management of Scheduled Processes.	Field Service Application Administrator Duty Role	Field Service Application Administrator Job Role

  The Manage Job Roles task provides the ability to view the structure of existing roles and add more roles (for example, Field Service Routing Manager) as needed. You can't modify the predefined roles, but you can make copies of them, edit, and assign the new ones to users. For more information about managing roles, see the Role Provisioning, Role Assignments, and Role Configuration topics of the Securing Applications guide, available here: https://docs.oracle.com/en/cloud/saas/applications-common/25a/index.html and the Role Types topic of the Securing HCM guide, available here: https://docs.oracle.com/en/cloud/saas/human-resources/25a/books.html. This task is optional if the predefined roles are sufficient to accommodate the needs of your users.

  Follow these steps to perform the Manage Job Roles 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. If you don't see this task, click All Tasks.
5. Click Manage Job Roles. The Roles tab of the Security Console opens within a new browser window.
6. If needed, click Create Role.
7. In the Role Name field, create a display name for the role (for example, Routing Manager).
8. In the Role Code field, create an internal name for the role (for example, FFS_ROUTING_MANAGER_JOB). Do not use 'ORA_' as the beginning of a role code, as this prefix is reserved for roles predefined by Oracle.
9. In the Role Category field, select a tag that identifies a purpose the role serves in common with other roles. Typically, a tag specifies a role type and an application to which the role applies, such as Field Service–Job Role. If you select a duty-role category, you can't assign the role you're creating directly to users. To assign it, you would need to include it within the hierarchy of a job or abstract role, then assign that role to users. Further, you can't change the role category for existing roles.
10. Click Next.
11. Click Add Function Security Policy to add individual privileges or select a job or duty role from which to include their privileges. A Function Security Policy selects a set of functional privileges, each of which lets the use of a field or other user-interface feature.
    1. In the Search field, select the value Privileges or role types in any combination and enter at least three characters. The search returns values including items of the type you selected, whose names contain the characters you entered.
    2. Select a privilege or role. If you select a privilege, click Add Privilege to Role. If you select a role, click Add Selected Privileges (for example, for a Routing Manager job role, adding individual privileges such as 'FFS_ACCESS_FIELD_SERVICE_MOBILE_APP_PRIV', 'FFS_MANAGE_ROUTING_PRIV' and 'FFS_ACCESS_FIELD_SERVICE_DISPATCH_CONSOLE_PRIV' might be appropriate).
12. Click Next to navigate through the Create Role: Data Security Policies, Create Role: Role Hierarchy, Create Role: Users and Summary pages as they are not necessary for this case study example. The Securing Applications book covers the details of these screens if you're interested in learning more about them.
13. Click Save and Close to return to the Functional Areas task list. The new job role is created and it becomes available as an option within the Associated Job Role field on the Configuration > User Types page in the Oracle Fusion Field Service application when creating a new user type. Creating a new user and assigning this new Routing Manager job role would provide that user with access to the Oracle Fusion Field Service Dispatch Console and Routing configuration pages, based on the privileges that were added.

What to do next

The job roles created here appear as options within the Associated Job Role field on the Add or Edit User Type pages in the Oracle Fusion Field Service User Interface. The three default job roles - Field Service Mobile Worker, Field Service Manager, and Field Service Application Administrator are by default pre-associated with the corresponding three default user types - Field Resource, Manager, and Administrator and can't be changed.

It is important that you create any additional job roles in Fusion Applications and user types in Oracle Fusion Field Service that you intend to use and associate them as necessary before creating any users that you intend to assign to those job roles.

For more information about managing user types, see the Configure User Types topic in the Administering Oracle Field Service book, found here: https://docs.oracle.com/en/cloud/saas/field-service/books.html.