Move Field Resources Pages under Fusion Setup and Administration

Starting with 26C, the Field Resources page is available in Fusion Setup and Maintenance (FSM) and Fusion Setup and Administration (FSA).

To access the page:

  1. If you are using FSA: Go to Navigator > My Enterprise > Offering Setup. If you are using FSM: Go to Navigator > My Enterprise > Setup and Maintenance.
  2. Select the Field Service offering and in the Scheduling and Dispatch functional area select the Field Resources task.

This change helps you:

  • View all types of field resources, except Users/Dispatcher/Admin as one list and filter the list based on different criteria.
  • Update the information about field resources.
  • Configure regular working schedule and shifts for resources.
  • Configure on-call working schedule and shifts for resources.
  • Configure nonworking time for resources.

Field Resources List View
When you open the Field Resources page, you see the list of all Oracle Fusion Field Service resources, except those of type Users/Dispatcher/Admin. You can filter this information either by entering a term into the Search field or selecting from the set of filters available, such as:

  • Status
  • Resource Type
  • User Type
  • Organization
  • Org Unit or Bucket

Display or Hide Options

You can display or hide columns by clicking the Columns icon. This screenshot shows the Field Resources list page:

This screenshot shows the Field Resources list page.

Update Information
Click the Edit (pencil) icon in the row for the resource you want to update. A drawer opens to the right of the page, where you can edit the information specific to Oracle Fusion Field Service.

Some information displayed on the edit page comes from other objects, such as Party, and is read-only in Oracle Fusion Field Service. To update that information, you must edit in the corresponding application area.

For example:

  • To change the name of a field resource, go to the Users and Security functional area and select the Manage Users task.
  • To change the name of an organization unit, go to the Users and Security functional area and select the Manage Internal Resource Organizations task.

This screenshot shows the Edit Resource page:

This screenshot shows the Edit Resource page.

Configure Working and Nonworking Time
Click the View Resource Calendar button in the required row. A new page opens and shows the month grid with working, on-call, and nonworking time for the selected resource:

  • The regular working time is marked with a blue circle and the start time for the shift.
  • The on-call time is marked with a reddish-brown circle and the start time for shift.
  • The regular nonworking time is shown as a blue bar, which represents an all-day event.
  • The on-call nonworking time is shown as a beige/tan bar, which represents all-day event.

This screenshot shows the calendar for a resource:

This screenshot shows the calendar for a resource.

You can perform these tasks in this view:

  • Add a work schedule to a calendar
  • Add a shift to a calendar
  • Add custom working time to a calendar
  • Add nonworking time to a calendar

You start the action by selecting the date for which the change in the schedule must be applied. After that a drawer appears to the right of the page.

The page shows information about the shifts for the selected day. You can click the pencil icon and see this page:

The page shows the calendar and the shifts for the selected day and resource.

On this page you can select:

  • Shift Type: Whether the information you want to provide is related to the regular or on-call time. An on-call shift shows the resources that are available to be contacted outside a regular working shift with the on-call icon. If you have not activated an on-call shift, it is not suitable for activity assignment - either manually or in routing optimization, and is not used in capacity calculations.
  • Schedule: This list includes predefined work schedules and shifts. Two additional items are also available:
    • Custom working time: You specify the time range of the working hours directly without using a predefined shift.
    • Nonworking time: You this to specify that the mobile worker doesn't work on the specific day due to illness or vacation.
  • Start Date: Date on which the new shift starts. Defaults to the date selected in the calendar. You can choose a different date if needed, but cannot set to a past date.
  • End Date: Date on which the new shift ends. Defaults to the date selected in the calendar. You can choose a different date if needed, but cannot set to a past date.
  • Recurrence Type: Select how often the new working time repeats (Daily, Weekly, or Yearly). Depending on the selected frequency, specify the number of days or the day of the week for the recurrence.
  • Comment: Enter any comments that you would like to provide for the change in timings.

For the custom working time you can also provide:

  • Start Time: Enter the time when the resource's work is to begin.
  • End Time: Enter the time when the resource's day ends.

For the nonworking time you can provide the predefined reason from the list in addition to the comment.

Business Benefit
Provides the ability to configure field resources in the Fusion Shell, which helps to preserve consistent Fusion UX patterns and a consolidated setup location.
 

Steps to enable and configure

  • To use this page, you must have access to either Fusion Setup and Maintenance or Fusion Setup and Administration.
  • In addition, you must be assigned to a job role that includes the duty role Field Service Manager (code: ORA_FFS_FIELD_SERVICE_MANAGER_DUTY). By default, this duty role is included in the Field Service Manager job role (code: ORA_FFS_FIELD_SERVICE_MANAGER_JOB).