1. Getting Started with Oracle Fusion Field Service in Fusion Applications
  2. Manage Job Roles

Manage Job Roles

The Manage Job Roles task lets you view existing roles and add new ones (for example, “Field Service Routing Manager”). You can't change the predefined roles, but you can copy, change, and assign these new roles to users as needed. If the default roles meet your needs, you can skip this step. The job roles created here appear as options within the Associated Job Role field on the Add or Edit User Type page. The three default job roles - Field Service Mobile Worker, Field Service Manager, and Field Service Application Administrator are by default associated with the three default user types - Field Resource, Manager, and Administrator and can't be changed.

Tip: Be sure to create any other job roles and user types you need and associate them before adding users who will be assigned to those roles.
Navigation: Navigator > My Enterprise > Setup and Maintenance > Users and Security

To create a job role:

  1. If you don't see this task, click All Tasks.
  2. Click Manage Job Roles. The Roles tab of the Security Console opens within a new browser window.
  3. To create a new role, click Create Role and complete these fields:
    • Role Name: Enter a display name. (For example, Routing Manager.)
    • Role Code: Enter a unique code. (For example, FFS_ROUTING_MANAGER_JOB.) Don't start with 'ORA_', as this prefix is reserved for roles predefined by Oracle.
    • Role Category: Choose a tag that describes the role’s purpose, typically Field Service–Job Role. If you select a duty-role category, the role can't be assigned directly to users. Instead, include it in a job or abstract role, and assign that to users.

      You can't change the role category after creating a role.

  4. Click Next.
  5. To add the privileges, click Add Function Security Policy.
    1. Search for the required privileges or role. Enter at least three characters to search.
    2. Select a privilege or role and then click Add Privilege to Role or Add Selected Privileges. 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).
  6. Click Next through the remaining steps Create Role: Data Security Policies, Create Role: Role Hierarchy, Create Role: Users and Summary pages. This step is optional.
  7. Click Save and Close to finish. Your new job role is now available for selection in the Associated Job Role field on the Configuration > User Types page in Oracle Fusion Field Service. When you create a new user and assign them this Routing Manager job role, they will have access to the Dispatch Console and Routing configuration pages, according to the privileges included in the role.

    For more information on user types maintenance, see the Configure User Types topic in the Administering Oracle Field Service guide.

    For more information on managing roles, see the Role Provisioning, Role Assignments, and Role Configuration topics of Securing Applications guide available in the Common Books section in Oracle Fusion Cloud Applications Suite.

    For more information on Role Types, see Securing HCM.