Manage Resource Roles

Resource roles in Fusion Applications decide how different resource types are managed in Oracle Fusion Field Service. They're distinct from job roles, which control access. Once set up, resource roles can be associated with various field resource types to further define responsibilities, such as Field Service Mobile Worker, Field Service Contractor, or Field Service Manager.

Managing resource roles is a required task. You must assign each field resource to a resource role before you can assign them to an organization or assign work. Also, any new users you create will need to be assigned an appropriate resource role. Make sure to create and associate all necessary resource roles and resource types before adding users.

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

To create a resource role:

1. Click Manage Resource Roles.
2. Click Create.
3. Enter a name for the role in the Role Name field (for example, Field Service Mobile Worker, Field Service Contractor, or Field Service Manager).
4. Enter the role code used in your organization in Role Code field (for example FFS_MOBILE_WORKER, FFS_MANAGER.).
5. Select Service in the Role Type field.
6. Specify the role's orientation:
   • For individual resources, select Member.
   • For managerial resources, select Manager.
   • For an administrative resource, select Administrator.
7. If your organization uses jobs, when creating a user, you can select a job that triggers automatic resource role assignment (available in the Manage Users task).
8. Click Save and Close to return to the Functional Areas task list.

   The resource roles created here appear as options within the Associated Resource Role field on the Add or Edit Resource Type pages in Oracle Fusion Field Service.

   For more information about managing resource types, see the Resource Types topic in the Administering Oracle Field Service guide.