Enable Service Logistics Functionality for Users
You can create users for the functionality that you need. Specifically, you should create your own unique job roles and enable only the functionality that you plan to use.
Enable Service Logistics Functionality by Assigning Privileges for Users
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Field Service Administrator
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Depot Repair Manager
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Field Service Technician Duty (CRM offers a predefined job role called Field Service Technician, for which Service Logistics has predefined duty roles).
The following table shows the privilege names and the predefined job roles that are associated with them. You should use these privileges to create your own unique job roles.
Role |
Privilege Name |
Code/Technical Name |
Functionality Enabled |
---|---|---|---|
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
Access Activities Using Web Service |
RCL_ACCESS_ACTIVITIES_BY_SERVICE |
Allows the user to access activities using a service. |
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
Access Asset Hierarchy Using Web Service |
RCL_ACCESS_ASSET_HIERARCHIES_BY_SERVICE |
Allows the user to access the asset hierarchy using a service. |
Field Service Administrator |
Access Create Charges and Estimates |
RCL_CREATE_CHARGES_ESTIMATES |
Allows the user to create charges and estimates from the Manage Work Orders and Charges page. |
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
Access Debrief Page |
RCL_PORTAL_VIEW_DEBRIEF |
Allows the user to access the Debrief UI. |
Depot Repair Manager |
Access Depot Repair for Depot Repair Manager |
RCL_DEPOT_DETAILS_PRIV |
Allows the depot repair manager to manage RMA lines, which includes creating repair orders and transfer orders, and adding and editing charges. |
Depot Repair Manager |
Access Depot Repair Manager Infolets |
RCL_DEPOTMGR_INFOLETS |
Allows the user to access Depot Repair Manager infolets. |
Depot Repair Manager |
Access to Depot Repair Page for Depot Repair Manager |
RCL_DEPOT_DETAILS |
Allows a depot repair manager to take actions required for an RMA line, including the creation of repair order, transfer order, and to add and edit charges. |
Depot Repair Manager |
Access Depot Repair Search |
RCL_DEPOT_REPAIR_SEARCH_PRIV |
Allows user to search for a return material authorization (RMA). |
Field Service Technician Duty |
Access Field Service Technician Infolets |
RCL_TECHNICIAN_INFOLETS |
Allows the user to access the field service technician infolets. |
Field Service Administrator |
Access Field Service Administrator Infolets |
RCL_FSADMIN_INFOLETS |
Allows the user to access the field service administrator infolets. |
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
Access Items Using Web Service |
RCL_ACCESS_ITEMS_BY_SERVICE |
Allows the user to access items using a service. |
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
Access Manual Adjustments Basis Using Web Service |
RCL_ACCESS_MANUAL_ADJUSTMENTS_BASIS_BY_SERVICE |
Allows the user to access the manual adjustments basis using a service. |
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
Access Parts Shipping Methods Using Web Service |
RCL_ACCESS_PARTS_SHIPPINGMETHODS_BY_SERVICE |
Allows the user to access parts shipping methods using a service. |
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
Access Profile Values Using Web Service |
RCL_ACCESS_PROFILE_VALUES_BY_SERVICE |
Allows access to rclProfiles REST API. |
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
Access Service Logistics Landing Page |
RCL_PORTAL_ACCESS_LANDING_PAGE |
Allows the user to access Service Logistics Landing page. |
Field Service Administrator Field Service Technician Duty |
Access Standalone Parts Ordering Page |
RCL_PARTS_ACCESS_STANDALONE_PAGE |
Allows the user to access the Standalone Parts Requirement UI. |
Field Service Administrator Field Service Technician Duty |
Access Stocking Location Details Using Web Service |
RCL_ACCESS_STOCK_LOC_DETAILS_BY_SERVICE |
Allows access to stockingLocations REST API. |
Field Service Administrator Field Service Technician Duty |
Access Trunk Stock Details Using Web Service |
RCL_ACCESS_TRUNK_STOCK_DETAILS_BY_SERVICE |
Allows access to trunkStocks REST API. |
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
Access Work Order Charges Search Page |
RCL_WORK_ORDER_CHARGES_PRIV |
Allows the user to search for work orders with existing debrief headers on the Work Order Charges Search page. Redwood UI |
Field Service Administrator |
Access Work Order Charges Details Page for Administrator |
RCL_ADMIN_CREATE_EDIT_DEBRIEF_DETAILS_PRIV |
Allows an administrator to view and update work order transactions on the Work Order Charges detail page. Redwood UI |
Field Service Technician Duty |
Access Work Order Charges Details Page for Technician |
RCL_FSTECH_CREATE_EDIT_DEBRIEF_DETAILS_PRIV |
Allows a technician to view and update work order transactions on the Work Order Charges detail page. Redwood UI |
Field Service Administrator |
Access to Work Order Charges Header for Administrator |
RCL_ADMIN_CREATE_EDIT_DEBRIEF_HEADER_PRIV |
Allows an administrator to create debriefs for work orders on the Work Order Charges header page. Redwood UI |
Field Service Technician Duty |
Access to Work Order Charges Header Page for Technician |
RCL_FSTECH_CREATE_EDIT_DEBRIEF_HEADER_PRIV |
Allows a technician to create debriefs for work orders on the Work Order Charges header page. Redwood UI |
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
Create Debrief Transactions Using Web Service |
RCL_PORTAL_CREATE_DEBRIEF_TRANSACTIONS_BY_SERVICE |
Allows access to the Debrief REST API. |
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
Create Maintenance Work Orders by Service |
MNT_CREATE_WORK_ORDERS_BY_SERVICE |
Allows ability to call Create SCM Work Order and Operations REST API. |
Field Service Administrator Field Service Technician Duty |
Create Parts Return List |
RCL_CREATE_PARTS_RETURN_LIST |
Allows the submission of the process that creates field service parts return list. |
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
Edit Price |
RCL_EDIT_PRICE |
Allows access to Price Manual Adjustment dialog. |
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
Import Order |
FOM_IMPORT_ORDER |
Required by service request to create a sales order. |
Field Service Administrator |
Manage Auto Processing Rule |
RCL_AUTO_PROCESSING_RULES |
Allows the ability to manage the autoprocessing rule. |
Depot Repair Manager Field Service Administrator |
Manage Customer Assets |
CSI_MANAGE_CUSTOMER_ASSETS |
Allows the creation and update of customer assets, related configurations, and structures. |
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
Manage Customer Assets by Service |
CSI_MANAGE_CUSTOMER_ASSETS_BY_SERVICE |
Allows the creation and update of customer assets, related configurations, and structures. |
Depot Repair Manager |
Manage Depot Repair |
RCL_DEPOT_REPAIR |
Allows the user to access Depot Repair pages. |
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
Manage Estimates |
RCL_MANAGE_ESTIMATES |
Allows the user access to Manage Work Orders and Charges, Manage Estimates (New), Create Charges, and Edit Charges. |
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
Manage Inventory Reservation and Picks |
INV_MANAGE_INVENTORY_RESERVATION_AND_PICKS |
Allows the management of inventory reservations and picks. |
Depot Repair Manager |
Manage Maintenance Work Order Operations |
MNT_MANAGE_MAINTENANCE_WORK_ORDER_OPERATIONS |
Allows the addition and update of work order operations. |
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
Manage Manual Price Adjustments Using Web Service |
RCL_MANUAL_PRICE_ADJUSTMENTS_BY_SERVICE |
Allows the user to manage manual price adjustments using a service. |
Field Service Administrator Field Service Technician Duty |
Manage Part Requirements using Web Service |
RCL_MANAGE_PART_REQUIREMENTS_BY_SERVICE |
Allows access to partRequirementLines REST API. |
Depot Repair Manager Field Service Administrator |
Manage Preventive Maintenance of Customer Owned Assets |
RCL_PREVENTIVE_MAINTENANCE |
Allows the submission of the process that creates preventive maintenance tasks for customer-owned assets. |
Depot Repair Manager Field Service Administrator |
Manage Resource to Item Mapping |
RCL_RESOURCE_ITEM_MAPS |
Allows the ability to manage resource to item mapping. |
Depot Repair Manager Field Service Administrator |
Manage Return Routing Rules |
RCL_MANAGE_RETURN_RULES |
Allows access for Return Routing Rules Import/Export SOAP service. |
Depot Repair Manager Field Service Administrator |
Manage Return Routing Rules Using Web Service |
RCL_MANAGE_RETURN_RULES_BY_SERVICE |
Allows access to Manage Return Routing Rules using a service. |
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
Manage Supply Orchestration Web Services |
DOS_MANAGE_SUPPLY_ORCHESTRATION_WEB_SERVICES |
Required by Work Orders to create an internal material transfer. |
Field Service Administrator |
Mapping Internal and External Locations Using Web Service |
RCL_INT_EXT_LOC_MAPPINGS_DETAILS_BY_SERVICE |
Allows the user to access internal and external locations mapping using a service. |
Depot Repair Manager Field Service Administrator |
Post Charges |
RCL_POST_CHARGES |
Allows the user to post charges. |
Field Service Technician Duty |
Post Charges with Rule Check |
RCL_POST_CHARGES_RULE_CHECK |
Allows the user to post charges with rule check. |
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
Price Sales Transactions |
QP_PRICE_SALES_TRANSACTIONS |
Required by Service Request and Work Order to price the parts requirement. |
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
Receive Parts |
RCL_PORTAL_RECEIVE_PARTS |
Allows access to Receive Parts UI. |
Field Service Administrator Field Service Technician Duty |
Report Maintenance Material Transactions by Service |
MNT_REPORT_MATERIAL_TRANSACTIONS_BY_SERVICE |
Allows the ability to create material transactions using SCM Work Order REST API. |
Field Service Administrator Field Service Technician Duty |
Report Maintenance Resource Transactions by Service |
MNT_REPORT_RESOURCE_TRANSACTIONS_BY_SERVICE |
Allows the ability to create resource (labor) transactions using SCM Work Order REST API. |
Depot Repair Manager Field Service Administrator |
Setup Billing Types |
RCL_BILLING_TYPES_SETUP |
Allows access to the Billing Type UI. |
Depot Repair Manager Field Service Administrator |
Setup Service Activities |
RCL_SERVICE_ACTIVITIES_SETUP |
Allows access to the Service Activity Code UI. |
Field Service Administrator |
Setup Stocking Location |
RCL_STOCKING_LOC_SETUP |
Allows access to Stocking Location UI. |
Field Service Administrator |
Setup Technician |
RCL_TECHNICIAN_SETUP |
Allows access to the Technician Setup UI. |
Field Service Administrator Field Service Technician Duty |
Submit Automatic Posting of Debrief Charges |
RCL_AUTOPROCEES_DEBRIEF_CHARGES |
Allows submission of the process that automatically posts debrief charges. |
Field Service Technician Duty |
Technician Access Charges and Estimates |
RCL_FSTECH_CHARGES_ESTIMATES |
Allows the technician the ability to create charges and estimates from the Manage Work Orders and Charges page. |
Field Service Technician Duty |
Technician Access for Field Parts Inventory |
RCL_FSTECH_PARTS_INVENTORY |
Allows the technician access to the Field Parts Inventory page. |
Field Service Technician Duty |
Technician Access for Manage Part Requirements |
RCL_FSTECH_MANAGE_PART_REQ |
Allows the technician access to the Manage Part Requirements page. |
Field Service Technician Duty |
Technician Access for Receive Parts |
RCL_FSTECH_RECEIVE_PARTS |
Allows the technician access to the Receive Parts page. |
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
Update Maintenance Work Orders by Service |
MNT_UPDATE_WORK_ORDERS_BY_SERVICE |
Allows the ability to call update for the SCM Work Order REST API in order to update the status. |
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
Use Location Service |
PER_USE_LOCATION_SERVICE |
Allows the use of the location service. |
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
View Customer Assets |
CSI_VIEW_CUSTOMER_ASSETS |
Allows the user to query and view customer assets, related configurations, and structures. |
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
View Maintenance Work Orders by Service |
MNT_GET_WORK_ORDERS_BY_SERVICE |
Allows the ability to get details about existing SCM work orders using REST API. |
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
View Planning Supply Availability |
MSP_VIEW_PLANNING_SUPPLY_AVAILABILITY |
Required by Service Request and Work Order to use Global Order Promising to source the parts. |
Depot Repair Manager Field Service Administrator |
View Requirement Lines |
RCL_PARTS_REQ_VIEW |
Allows access to Parts Requirement region (for EC UI and Standalone Parts Requirement UI). |
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
View Receivables Invoice |
AR_VIEW_RECEIVABLES_INVOICE |
Allows access to view a receivables invoice. |
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
View Subscription Adjustments |
RCL_VIEW_SUBSCRIPTION_ENTITLEMENTS_BY_SERVICE |
Allows access to subscription entitlements for contract discounts in the Charges and Parts Requirement UI. |
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
View Subscription Entitlements |
OSS_VIEW_SUBSCRIPTION_ENTITLEMENTS |
Allows the ability to change the subscription user status. |
Depot Repair Manager Field Service Administrator Field Service Technician Duty |
View Technician Portal Work Orders |
RCL_PORTAL_VIEW_WO |
Allows access to the Work Order List UI. |
Field Service Administrator |
View Trunk Stock |
RCL_PORTAL_VIEW_TRUNK_PARTS |
Allows the user view access to the Trunk Stock UI. |
Assign Data Security Policies to Job Roles
You must set up the data security policies (DSP) for the job roles that you create. The following table shows which DSPs are needed to perform Service Logistics functionality. For some of these data security policies, you must also set up the user data access:
- When you're creating a job role, you'll need to add the desired data security
policies in the Edit Role page.
Data Security Policies
Job Roles
Policy Name
Policy Description
Data Resource
Privilege
Condition
Functionality
Is the User Data Access Setup Required?
Depot Repair Manager
Field Service Administrator
Grant on Application Reference Data Set
Allows you to manage a location.
SetID Set
Manage Location;
All values
Allows the user to query and create an internal location ship-to address (from a TCA ship-to address) when creating transfer orders.
No
Depot Repair Manager
Field Service Administrator
Grant on Business Unit Allows you to view receivables activities for the business units for which you're authorized.
Business Unit
View Receivables Activities;
Access the business units for which you're authorized.
Allows the user to drill down to the Invoice Details page from the Manage Charges and Estimates page.
Yes
Field Service Administrator
Grant on Cost Organization
Allows you to view work order costs.
Cost Organization
View Work Order Costs;
All values
Allows access to the work order cost data in Oracle Transaction Business Intelligence (OTBI).
No
Field Service Administrator
Grant on Cost Organization
Allows you to view a cost organization.
Cost Organization
View Cost Organization;
All values
Allows access to the cost data for OTBI.
No
Field Service Administrator
Grant on Cost Organization Allows you to view a COGS event for the cost organizations for which you're authorized to view.
Cost Organization
View COGS Event;
All values
Allows access to the unit cost data in OTBI.
No
Depot Repair Manager
Field Service Administrator
Grant on Installed Base Asset
Allows you to manage an installed base asset.
Installed Base Asset
Read; Manage Installed Base Asset; Update; Delete;
All values
Allows access to the Asset UI to make updates from the Manage Work Orders and Charges page.
No
Depot Repair Manager
Field Service Administrator
Grant on Inventory Organization
Allows you to manage an inventory reservation for the inventory organizations for you're authorized.
Inventory Organization
Manage Inventory Reservation;
Access the inventory organization parameter for table INV_ORG_PARAMETERS for the inventory organizations for which you're authorized.
Allows the user to add and delete reservations in the Service Logistics UIs:
Manage Field Parts Inventory UI Reservations dialog.
Access Service Work Order Parts Details tab PR Table X icon.
Create and Edit Part Requirements UI PR Table X icon.
Create debrief lines.
Post charges.
Yes
Depot Repair Manager
Grant on Inventory Organization
Allows you to manage a maintenance organization for the inventory organizations for which you're authorized.
Inventory Organization
Manage Maintenance Organization;
Access the inventory organization parameter for table INV_ORG_PARAMETERS for the inventory organizations for which you're authorized,
Allows the user to create and update maintenance work orders.
Yes
Depot Repair Manager
Field Service Administrator
Grant on Location
Allows you to manage a location.
Location for Table PER_LOCATION_DETAILS_F
Manage Location;
All values
Allows the user to query and create an internal location ship-to address (from a TCA ship-to address) when creating transfer orders.
No
Depot Repair Manager
Field Service Administrator
Grant on Location
Allows you to manage a location.
Location for Table PER_LOCATIONS
Manage Location;
All values
Allows the user to query and create an internal location ship-to address (from a TCA ship-to address) when creating transfer orders.
No
- Set up the user's data access in the Manage Data Access for Users page.Note: Duty roles are not visible in the Manage Data Access for Users page.