Enable Service Logistics Functionality for Users

You can create users for the functionality that you plan to use and assign them job roles and data access.

Note: You should create your own unique job roles and enable only the functionality that you plan to use. For more information see the Advisory Note on Subscription Impact in the Security Reference for Manufacturing and Supply Chain Materials Management guide.

Overview of Assigning Privileges and Data Security Policies to Job Roles

When you create job roles you'll assign privileges to decide the pages and functions that the job role can access. You'll also assign data security policies (DSPs) to give the role access to the data that has data security.

Service Logistics has some established DSPs for its predefined job roles, however, you must create your own DSPs when you create your unique roles. This is different than the predefined privileges, which you'll simply need to associate with the roles that you create. For more details see the Enable Service Logistics Functionality by Assigning Privileges and Assign Data Security Policies to Job Roles topics.

Note:

Use the Security Console to manage job roles, privileges, and data security policies. For more information see the Securing SCM guide.

Privileges, Data Security Policies, and Job Roles Example: The following describes how an organization might assign privileges and data security policies to job roles:

An organization might have a field service technician duty role, a field service administrator job role, and a depot repair manager job role.
The organization might assign each role the privilege that allows exporting, searching, and viewing of organization details such as addresses, classifications, identifiers, and names (View Trading Community Organization privilege).
The organization might only assign the field service administrator and the depot repair manager the data security policy that allows the user to query and create an internal location ship-to address (from a TCA ship-to address) when creating transfer orders (Grant on Location data security policy, Location for Table PER_LOCATION_DETAILS_F data resource).

This example is shown in the chart that follows:

Privileges, Data Security Policies, and Job Roles Example

Privileges, Data Security Policies, and Job Roles: This diagram is explained in the preceding example.

Enable Service Logistics Functionality by Creating Job Roles and Assigning them to Users

Job roles consist of functional and data access privileges. When creating job roles, include only the privileges required to access the necessary functionality, as assigned privileges can affect licensing.

Predefined roles are provided as a starting point for creating your job roles.

These predefined roles include:

Field Service Administrator
Depot Repair Manager
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.

Note: You should use these privileges to create your own unique job roles.

Predefined Roles and Privileges

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 Addresses Using Web Service	RCL_ACCESS_ADDRESSES_BY_SERVICE_PRIV	Allows the user to access customer addresses using a service. Redwood
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Access AI Assist	RCL_ACCESS_AIACCESS	Allows users to access AI Assist features. Redwood
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.
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Access Billing Types Using Web Service	RCL_ACCESS_BILLING_TYPES_BY_SERVICE_PRIV	Allows the user to access billing types 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 Customers Using Web Service	RCL_VIEW_CUSTOMER_LOV_WEB_SERVICE_PRIV	Allows access to customers using a service.
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Access Debrief Page	RCL_PORTAL_VIEW_DEBRIEF	Allows the user to access the Manage Charges and Estimates page.
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 Depot Repair KPI for Depot Manager	RCL_RMA_DEPOT_KPI	Allows the user to access the depot repair KPI on the Service Logistics landing page. Redwood
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Access Depot Repair Order Details Using Web Service	RCS_VIEW_UNITS_OF_MEASURE_LOV_WEB_SERVICE	Allow viewing units of measure list of values by web service. Redwood
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).
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Access Estimates	RCL_ACCESS_ESTIMATES_PRIV	Allows the user to access estimates. Used in Estimates UI. Redwood
Depot Repair Manager	Access Estimates in Progress KPI for Depot Manager	RCL_ESTIMATES_SUMMARY_DEPOT_KPI	Allows the user to access the Estimates in Progress KPI on the Service Logistics landing page. Redwood
Field Service Technician Duty	Access Estimates in Progress KPI for Field Service Technician	RCL_ESTIMATES_SUMMARY_TECH_KPI	Allows the user to access the Estimates in Progress KPI on the Service Logistics landing page. Redwood
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Access Estimates PDF	RCL_ESTIMATE_PDF_PRIV	Allows the user to access a PDF copy for estimates. Redwood
Field Service Administrator	Access Estimates Summary KPI	RCL_ESTIMATES_SUMMARY_PRIV	Allows the user to access the Estimates KPI on the Service Logistics landing page. Redwood
Depot Repair Manager Field Service Administrator	Access Field Parts Inventory Search for Administrator	RCL_ADMIN_FIELD_PARTS_INV_SEARCH_PRIV	Allows the administrator to search for field parts inventory in the search page. Redwood
Field Service Technician Duty	Access Field Parts Inventory Search for Technician	RCL_FSTECH_FIELD_PARTS_INV_SEARCH_PRIV	Allows the field service technician to search for field parts inventory in the search page. Redwood
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Access Field Parts Inventory Transfer Using Web Service	RCL_ACCESS_FIELD_PART_TXN_TYPES_PRIV	Allows the user to access fieldPartTransactionActions Type in the field parts inventory Transfer UI using a service. Redwood
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Access Field Parts Inventory Using Web Service	RCL_ACCESS_FIELD_PARTS_INVENTORY_BY_SERVICE_PRIV	Allows the user to access field parts inventory using a service. Redwood
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Access Field Parts Reservations Using Web Service	RCL_ACCESS_FIELD_PARTS_RESERVATION_BY_SERVICE_PRIV	Allows the user to access field parts reservations using a service.
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.
Field Service Administrator	Access Part Requirements Details for Administrator	RCL_ADMIN_PART_REQUIREMENTS_DETAILS_PRIV	Allows the field service administrator to access the Part Requirements details page. Redwood
Field Service Technician Duty	Access Part Requirements Details for Technician	RCL_FSTECH_PART_REQUIREMENTS_DETAILS_PRIV	Allows the field service technician to access the Part Requirements details page. Redwood
Field Service Administrator	Access Part Requirements Header for Administrator	RCL_ADMIN_PART_REQUIREMENTS_HEADER_PRIV	Allows the field service administrator to access the Part Requirements header pages. Redwood
Field Service Technician Duty	Access Part Requirements Header for Technician	RCL_FSTECH_PART_REQUIREMENTS_HEADER_PRIV	Allows the field service technician to access the Part Requirements header pages. Redwood
Field Service Administrator	Access Parts Requirements Search for Administrator	RCL_ADMIN_PARTS_REQUIREMENTS_SEARCH_PRIV	Allow field service administrator to search for parts requirements.
Field Service Technician Duty	Access Parts Requirements Search for Technician	Access Parts Requirements Search for Technician	Allows field service technician to search for parts requirements.
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	Access Quality Inspection Plans	RCL_QUALITY_INSPECTION_PLAN_PRIV	Allows the user to access Quality inspection plans in the Work Order Charges page.
Field Service Administrator	Access Receive Parts	RCL_ACCESS_RECEIVE_PARTS_PRIV	Allows the user to access the Receive Parts page. Redwood
Depot Repair Manager	Access Reverse Logistics Dispositions	RCL_ACCESS_REVERSE_LOGISTICS_PRIV	Allows the user to access a reverse logistics dispositions page to manage actions for customer returns. Redwood
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Access Service Activities Using Web Service	RCL_ACCESS_SERVICE_ACTIVITIES_BY_SERVICE_PRIV	Allows the user to access service activities using a service.
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.
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Access the Service Logistics Redwood Landing Page	RCL_REDWOOD_LANDING_PAGE_PRIV	Allows the user to access the Redwood Service Logistics landing page. Redwood
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 page.
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.
Depot Repair Manager Field Service Administrator	Access Subinventories Using Web Service	RCL_ACCESS_SUBINVENTORIES_BY_SERVICE_PRIV	Allows the user to access subinventories using a service.
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.
Field Service Administrator	Access Work Order Charges by Status KPI	RCL_WORK_ORDER_CHARGES_STATUS_PRIV	Allows the user to access the Work Order Charges KPI on the Service Logistics landing page. Redwood
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
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
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
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
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
Field Service Technician Duty	Access Work Orders Ready to Post KPI for Field Service Technician	RCL_WORK_ORDER_CHARGES_STATUS_FSTECH	Allows the user to access the Orders Ready to Post KPI on the Service Logistics landing page. Redwood
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.
Field Service Administrator Field Service Technician Duty	Create Item Structure	EGP_CREATE_ITEM_STRUCTURE_PRIV	Allows access to create item structure action from regional task pane.
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	Create Sales Order Requests Using REST Services	FOM_SALES_ORDER_REQUEST_REST_POST_PRIV	Allows the user to send request Create Sales Orders in REST API resource Sales Orders for Order Hub Requests. Used in the Depot Repair UI. Redwood
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Create Sales Orders Using REST Services	FOM_SALES_ORDER_REST_POST_PRIV	Allows the user to create sales orders using REST Services. Used in the Depot Repair UI. Redwood
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Delete Sales Orders Using REST Services	FOM_SALES_ORDER_REST_DELETE_PRIV	Allows the user to delete sales orders using REST Services. Used in the Depot Repair UI. Redwood
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Edit Inspection Results	QA_EDIT_INSPECTION_RESULTS_PRIV	Allows the ability to create, update and delete inspection results.
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Edit Price	RCL_EDIT_PRICE	Allows access to Price Manual Adjustment dialog.
Field Service Administrator	Edit Service Request	SVC_EDIT_SR_PRIV	Allows editing of a service request.
Field Service Administrator Field Service Technician Duty	Edit Service Work Order	SVC_EDIT_SERVICE_WORK_ORDER_PRIV	Allows editing of a service work order.
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Get Manufacturing Plant Set Up Data by Service	WIS_GET_MFG_PLANT_SETUP_SERVICE_PRIV	Allows retrieval of manufacturing setup information including work areas, work centers, resources, work definition names and work order statuses using a service.
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Get Project List Using Service	PJF_GET_PROJECT_LIST_PRIV	A privilege that allows integrations with Projects.
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Get Project Setups	PJF_GET_PROJECT_SETUPS_PRIV	A privilege that allows integrations with Projects.
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Get Project Tasks Service	PJF_VIEW_PROJECT_TASK_SERVICE_PRIV	A privilege that allows integrations with Projects.
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Get Sales Orders Using REST Services	FOM_SALES_ORDER_REST_GET_PRIV	Allows users to get sales orders using REST Services. Used in Depot Repair UI. Redwood
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Get Work Definitions by Service	WIS_GET_WORK_DEFINITIONS_SERVICE	Allows access to the REST Service workDefinitions to show the Work Definitions LOV in the Depot Repair Order Create drawer. Redwood
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Get Work Orders by Service	WIP_GET_WORK_ORDERS_SERVICE_PRIV	Allows retrieval of work order information including work order header, operations, materials, resources, and serial numbers, as well as the start and stop information for work order operations, using a web service.
Field Service Administrator Field Service Technician Duty	Import Approved Requisition	POR_IMPORT_APPROVED_REQUISITION_PRIV	Allows users to create approved requisitions through the requisition import program. Used in the Parts Requirements UI to cancel purchase requisitions. Redwood
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Import Order	FOM_IMPORT_ORDER	Required by service request to create a sales order.
Depot Repair Manager Field Service Administrator	Manage Auto Processing Rule	RCL_AUTO_PROCESSING_RULES	Allows the ability to manage the auto processing rule.
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Manage Auto Processing Rules Using Web Service	RCL_MANAGE_CHARGES_PROCESS_RULES_BY_SERVICE_PRIV)	Allows the ability to manage the auto processing rule using a service. Redwood
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 user to access Depot Repair pages.
Depot Repair	Manage Depot Repair Order Details	SVC_MANAGE_DEPOT_REPAIR_ORDER_DETAILS_PRIV	Allows the user to manage depot repair order details.
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Manage Enterprise Assets by Service	CSE_MANAGE_ENTERPRISE_ASSETS_BY_SERVICE_PRIV	Allows the management of enterprise assets using a service.
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. Redwood
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Manage Estimates Using Web Service	RCL_MANAGE_ESTIMATES_BY_SERVICE_PRIV	Allows the user to manage estimates using a service. Used in Estimates UI. Redwood
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Manage HCM Non-Person Note	ORA_HRT_MANAGE_HCM_NON_PERSON_NOTE	Views and manages HCM notes that aren't person notes.
Depot Repair Manager Field Service Administrator	Manage Interorganization Parameter	INV_MANAGE_INTERORGANIZATION_PARAMETER_PRIV	Allows configuration of interorganization parameters to define accounting information and relationships that exist between a shipping organization and a destination organization.
Depot Repair Manager Field Service Administrator	Manage Interorganization Parameter	INV_MANAGE_INTERORGANIZATION_PARAMETER_DATA	Allows configuration of interorganization parameters to define accounting information and relationships that exist between a shipping organization and a destination organization.
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 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.
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 Meter Reading History by Service	MNT_MANAGE_METER_READING_HISTORY_BY_SERVICE_PRIV	Allows the management of meter reading history using a service.
Field Service Administrator Field Service Technician Duty	Manage Part Requirement Headers Using Web Service	RCL_PART_REQUIREMENT_HEADERS_BY_SERVICE_PRIV	Allows the user to manage part requirement headers using a service. Redwood
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	Manage Return Dispositions Using Web Service	RCL_MANAGE_RETURN_DISPOSITION_BY_SERVICE	Allows the user to manage return dispositions using a service. Redwood
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	Manage Shipment Web Service	WSH_MANAGE_SHIPMENT_WEB_SERVICE_PRIV	Allows access to Web service to manage shipments.
Depot Repair Manager Field Service Administrator	Manage Supplier Warranty Contracts by Service	MNT_MANAGE_SUPPLIER_WARRANTY_CONTRACTS_BY_SERVICE_PRIV	Allow the creation and update of supplier warranty contracts 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 Field Service Technician Duty	Manage Meter Reading History by Service	MNT_MANAGE_METER_READING_HISTORY_BY_SERVICE_PRIV	Enables the management of technician subinventories using a service. Redwood
Field Service Technician Duty	Manage Technician Subinventories Using Web Service	RCL_TECH_SUBINVENTORIES_DETAILS_BY_SERVICE_PRIV)	Allows viewing of technician subinventories using web service.
Field Service Administrator Field Service Technician Duty	Manage Trading Partner Item Reference	EGP_MANAGE_TRADING_PARTNER_ITEM_REFERENCE_PRIV	Allows access to manage trading partner item references for items. Redwood
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.
Field Service Administrator Field Service Technician Duty	Reassign Requisition	POR_REASSIGN_REQUISITION_PRIV	Allows users to reassign requisitions entered by others. Used in the Parts Requirements UI to cancel purchase requisitions. Redwood
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Receive Parts	RCL_PORTAL_RECEIVE_PARTS	Allows access to Receive Parts page.
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Record Meter Readings by Service	MNT_RECORD_METER_READINGS_BY_SERVICE_PRIV	Allows the recording of meter readings using a service. Redwood
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 Manage Billing Types page.
Depot Repair Manager Field Service Administrator	Setup Service Activities	RCL_SERVICE_ACTIVITIES_SETUP	Allows access to the Manage Service Activities page.
Field Service Administrator	Setup Stocking Location	RCL_STOCKING_LOC_SETUP	Allows access to Manage Stocking Locations page.
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Setup Technician	RCL_TECHNICIAN_SETUP	Allows access to the Manage Field Service Technicians page.
Field Service Administrator	Set Up Shipping Method Schedules	RCL_SHIPPING_METHOD_SCHEDULES_PRIV	Allows Service Logistics administrators to set up shipping method schedules. Redwood
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 to receive transfer orders and purchase orders. Redwood
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 to update the status.
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Update OTBI Layout for Service Logistics Landing Page	RCL_CONFIGURE_OTBI_REPORTS_LANDING_PAGE_PRIV	Allows the user to configure the Oracle Transactional Business Intelligence (OTBI) reports on the Service Logistics landing page. Redwood
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Update Sales Orders Using REST Services	FOM_SALES_ORDER_REST_PATCH_PRIV	Allows the users to update sales orders using REST Services. Used in the Depot Repair UI. Redwood
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	Use REST Service - Guided Journeys Read Only	ORA_PER_REST_SERVICE_ACCESS_GUIDED_JOURNEYS_RO	Allows the user to call the GET method associated with the Guided Journeys REST service.
Depot Repair Manager Field Service Administrator Field Service Technician Duty	Use REST Service - Guided Journey Responses	ORA_PER_REST_SERVICE_ACCESS_GUIDED_JOURNEY_RESPONSES	Allows the user to call all methods associated with the Guided Journey Responses REST service.
Field Service Administrator	Use REST Service to Edit Service Request	SVC_EDIT_SR_USING_REST_PRIV	Allows editing a service request using REST API.
Field Service Administrator Field Service Technician Duty	Use REST Service to View Service Request	SVC_VIEW_SR_USING_REST_PRIV	Allows viewing of service requests using REST API.
Depot Repair Manager Field Service Administrator Field Service Technician Duty	View Characteristics	QA_VIEW_CHARACTERISTICS_PRIV	Allows the ability to view inspection characteristics.
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 Inspection Levels	QA_VIEW_INSPECTION_LEVELS_PRIV	Allows the ability to view inspection levels.
Depot Repair Manager Field Service Administrator Field Service Technician Duty	View Inspection Plans	QA_VIEW_INSPECTION_PLANS_PRIV	Allows the ability to view inspection plan related data.
Depot Repair Manager Field Service Administrator Field Service Technician Duty	View Inspection Results	QA_VIEW_INSPECTION_RESULTS_PRIV	Allows the ability to view inspection results.
Depot Repair Manager Field Service Administrator Field Service Technician Duty	View Global Inventory Organizations List of Values by Web Service	RCS_GLOBAL_VIEW_INV_ORG_LOV_WEB_SERVICE_PRIV	Allows viewing of the global set of inventory organizations list of values by web service.
Depot Repair Manager Field Service Administrator Field Service Technician Duty	View Item Lot and Item Serial List of Values by Web Service	INV_VIEW_LOT_SERIAL_LOV_WEB_SERVICE_PRIV	Allows viewing of lot and the serial number list of values using web service. Redwood
Field Service Administrator Field Service Technician Duty	View Inventory Transaction List of Values by Web Service	INV_VIEW_INVENTORY_TRANSACTION_LOV_WEB_SERVICE_PRIV	Allows viewing of the inventory transaction account, inventory transaction reason, inventory account alias, and inventory transaction type list of values using web service. Redwood
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.
Field Service Administrator Field Service Technician Duty	View Orders	FOM_VIEW_ORDERS_PRIV	Allows the users to view orders.
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 Field Service Technician Duty	View Receivables Invoice	AR_VIEW_RECEIVABLES_INVOICE	Allows access to view a receivables invoice.
Field Service Administrator Field Service Technician Duty	View Receive Parts Using Web Service	RCL_RECEIVE_PARTS_SERVICE_PRIV	Allows viewing of the Receive Parts page and purchase order search using a web service. Redwood
Depot Repair Manager Field Service Administrator	View Requirement Lines	RCL_PARTS_REQ_VIEW	Allows access to Parts Requirement region for the Fusion Service work order creation page, and the Manage Parts Requirement page.
Field Service Administrator	View Requisition	POR_VIEW_REQUISITION	Allows users to view requisition details. Redwood
Field Service Administrator Field Service Technician Duty	View Requisition – All	POR_VIEW_REQUISITION_ALL_PRIV	Allows users to create approved requisitions through the requisition import program. Used in the Parts Requirements UI to cancel purchase requisitions. Redwood
Depot Repair Manager	View Reverse Logistics Lines	RCL_REVERSE_LOGISTICS_LINES_SERVICE	Allows the user to view reverse logistics using a service. Redwood
Field Service Administrator Field Service Technician Duty	View Service Request	SVC_VIEW_SR_PRIV	Allows viewing of service requests.
Field Service Administrator	View Service Logistics Carriers LOV Using Web Service	RCL_CARRIERS_LOV_SERVICE_PRIV	Allows the user to view service logistics carriers list of values using a service. Redwood
Field Service Administrator	View Service Logistics Shipping Methods LOV Using Web Service	RCL_SHIPPING_METHODS_LOV_SERVICE_PRIV	Allows the user to view shipping method schedules using a service. Redwood
Field Service Administrator Field Service Technician Duty	View Service Work Order	SVC_VIEW_SERVICE_WORK_ORDER_PRIV	Allows viewing of service work orders.
Field Service Administrator	View Shipping Method Schedules Using Web Service	RCL_SHIPPING_METHOD_SCHEDULES_SERVICE	Allows service administrators to set up shipping method schedules. Redwood
Depot Repair Manager	View Spares Item Status	RCL_SPARES_ITEM_STATUS_SERVICE	Allows the user to view an item status. Redwood
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 page.
Depot Repair Manager Field Service Administrator Field Service Technician Duty	View Subinventory and Locator List of Values by Web Service	INV_VIEW_SUBINVENTORY_LOCATOR_LOV_WEB_SERVICE_PRIV	Allows viewing of subinventory and locator list of values using web service. Redwood
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.
Field Service Administrator Field Service Technician Duty	View Technician Organizations Using Web Service	RCL_TECHNICIAN_ORGANIZATIONS_SERVICE_PRIV	Allows viewing of technician organizations using web service. Redwood
Depot Repair Manager Field Service Administrator Field Service Technician Duty	View Technician Portal Work Orders	RCL_PORTAL_VIEW_WO	Allows access to the Manage Work Orders and Charges page.
Depot Repair Manager Field Service Administrator Field Service Technician Duty	View Trading Community Organization	HZ_VIEW_TRADING_COMMUNITY_ORGANIZATION	Allows exporting, searching, and viewing of organization details such as addresses, classifications, identifiers, and names.
Field Service Technician Duty	View Trading Community Resource Details	HZ_VIEW_TRADING_COMMUNITY_RESOURCE_DETAILS_PRIV	Allows viewing of resource basic information, such as name, primary phone, primary address, and primary e-mail.
Field Service Administrator	View Trunk Stock	RCL_PORTAL_VIEW_TRUNK_PARTS	Allows the user view access to the Manage Field Parts Inventory page.
Depot Repair Manager Field Service Administrator Field Service Technician Duty	View Units Of Measure List of Values by Web Service	RCS_VIEW_UNITS_OF_MEASURE_LOV_WEB_SERVICE	Allow viewing units of measure list of values by web service. Redwood

Assign Data Security Policies to Job Roles

You must set up the data security policies (DSP) for the job roles that you create. A DSP policy is a permission that allows access to a particular set of data.

Note:

For specific instructions on how to create a DSP in the Security Console, see the Adding Data Security Policies topic in the Create Roles in the Security Console section of the Securing SCM guide.

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 train in the Security Console UI.

Job Roles and Data Security Policies

Job Roles	Policy Name	Policy Description	Data Resource Note: This is called Security Context in Manage Data Access for Users UI.	Data Privilege Note: This called Action in the Create Data Security Policy UI.	Condition	Functionality	Is the User Data Access Setup Required?
Depot Repair Manager Field Service Administrator	Grant on Application Reference Data Set	Allows user to manage a location.	Location	Manage Location Data;	All values - For all reference data sets in the enterprise and for all locations in the enterprise.	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 user to view receivables activities for the business units for which they're authorized.	Business Unit	View Receivables Activities Data;	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 user to view work order costs.	Cost Organization	View Work Order Costs Data;	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 user to view a cost organization.	Cost Organization	View Cost Organization Data;	All values	Allows access to the cost data for OTBI.	No
Field Service Administrator	Grant on Cost Organization	Allows user to view a COGS event for the cost organizations for which they're authorized to view.	Cost Organization	View COGS Event Data;	All values	Allows access to the unit cost data in OTBI.	No
Depot Repair Manager Field Service Administrator	Grant on Installed Base Asset	Allows user to manage an installed base asset.	Installed Base Asset	Manage Installed Base Asset Data Read; Update; Delete;	All values	Allows access to the Asset UI to make updates from the Manage Work Orders and Charges page.	No
Field Service Administrator; Depot Repair Manager	Grant on Inventory Organization	Allows the user to manage inventory locators.	Inventory Locator	Manage Inventory Locator Data	All values	Enables the Inventory Locator LOV in the Redwood Field Parts Inventory UI.	No
Field Service Administrator; Depot Repair Manager	Grant on Inventory Organization	Allows the user to manage item lots and item serials.	Item Lot; Item Serial	Manage Item Lot and Item Serial Data	All values	Enables Lot and Serial LOVs in the Redwood Field Parts Inventory UI.	No
Field Service Administrator; Depot Repair Manager	Grant on Inventory Organization	Allows the user to manage interorganization parameters for the inventory organizations for which they're authorized.	Interorganization Parameter	Manage Interorganization Parameter Data	For the inventory organizations for which they're authorized.	Provides parameters required by the Create Inventory Transfer API.	Yes
Depot Repair Manager Field Service Administrator	Grant on Inventory Organization	Allows user to manage an inventory reservation for the inventory organizations for which they'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
Field Service Administrator; Depot Repair Manager	Grant on Inventory Organization	Allows the user to manage item and inventory organization parameters for the inventory organizations for which they're authorized.	Inventory Organization Parameter	Manage Item and Inventory Organization Parameter Data	For the inventory organizations for which they're authorized.	Allows management of inventory organization parameter data for the inventory organizations in which they can operate.	Yes
Depot Repair Manager	Grant on Inventory Organization	Allows user to manage a maintenance organization for the inventory organizations for which they're authorized.	Inventory Organization	Manage Maintenance Organization Data;	Access the inventory organization parameter for table INV_ORG_PARAMETERS for the inventory organizations for which they're authorized,	Allows the user to create and update maintenance work orders.	Yes
Field Service Administrator	Grant on Inventory Organization	Allows user to manage a maintenance organization for the inventory organizations for which they're authorized.	Inventory Organization	Manage Maintenance Organization Data;	Access the inventory organization parameter for table INV_ORG_PARAMETERS for the inventory organizations for which they're authorized.	Allows the user to post field service charges.	Yes
Field Service Administrator; Depot Repair Manager	Grant on Inventory Organization	Allows the user to manage quality organizations in which they can operate.	Inventory Organization	Manage Quality Organization Data	For the quality organizations in which they can operate.	Allows access to Quality Organization data.	Yes
Depot Repair Manager	Grant on Inventory Organization	Allows user to manage shipment for the inventory organizations for which they're authorized.	Shipment	Manage Shipment Data;	Access for the inventory organizations in which they can operate.	Allows the user to access the shipmentLines Rest API in the Manage Reservation drawer, which is accessed from Depot Repair UI.	Yes
Field Service Administrator; Depot Repair Manager	Grant on Inventory Organization	Allows the user to manage subinventory.	Subinventory	Manage Subinventory Data	All values	Enables Subinventory LOVs in the Redwood Parts Requirement and Field Parts Inventory UIs.	No
Field Service Administrator	Grant on Inventory Organization	Allows the user to manage inventory transfer orders for the inventory organizations for which they're authorized.	Inventory Transfer Order	Manage Inventory Transfer Order Data	For the inventory organizations in which they can operate.	Allows management of inventory transfer order data for the inventory organizations in which they can operate.	Yes
Depot Repair Manager Field Service Administrator	Grant on Location	Allows user 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	Grant on Location	Allows user 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
Depot Repair Manager	Grant on Orchestration Order	Allows user to manage Orchestration Order for the business units for which they're authorized.	Orchestration Order	Manage Orchestration Order Data	For the business units they're authorized to access.	Enables the user to read and update the sales orders.	Yes
Field Service Administrator	Grant on Orchestration Order	Allows user to manage Orchestration Order for the business units for which they're authorized.	Orchestration Order	Manage Orchestration Order Data	For the business units they're authorized to access.	Enables the user to read and update the sales orders.	Yes
Field Service Administrator; Depot Repair Manager	Grant on Project	Allows the user to get the project list using service data for projects.	Project for Table PJF_PROJECTS_ALL_VL	Get Project List Using Service Data	For all projects the user has access to / All values	Enables the Projects LOV to display the list of projects.	No
Field Service Administrator; Depot Repair Manager	Grant on Manufacturing Plant	Allows the user to manage plant parameters for the manufacturing plants in which they can operate.	Manufacturing Plant	Manage Plant Parameters Data	For the manufacturing plants in which they can operate.	Allows management of manufacturing organization parameter data for the inventory organizations in which they can operate.	Yes
Field Service Administrator; Depot Repair Manager	Grant on Manufacturing Plant	Allows the user to view work orders for the manufacturing plants in which they can operate.	Work Order	View Work Order Data	For the manufacturing plants in which they can operate.	Allows access to work order header and operation data for the manufacturing organizations in which they can operate.	Yes
Field Service Administrator	Grant on Trading Community Customer Account	Allows the user to view customer accounts.	Trading Community Customer Account	View Customer Account Data; Delete; Read; Update Customer Account; Update	For all customer accounts in the enterprise.	Allows the user to post field service charges and create sales orders.	No
Depot Repair Manager	Grant on Trading Community Customer Account	Allows the user to view customer accounts.	Trading Community Customer Account	View Customer Account Data; Delete; Read; Update Customer Account; Update	For all customer accounts in the enterprise.	Allows the user to post field service charges and create sales orders.	No

Set up the user's data access in the Manage Data Access for Users page.
Note: Duty roles aren't visible in the Manage Data Access for Users page.

For a listing of the data security policies that are associated with a job role, see the Roles chapter in the Security Reference for Manufacturing and Supply Chain Materials Management Guide.