How You Manage Maintenance Resource Instances

A resource instance is granular representation of a resource and is represented by a unique code and name. A resource instance may or may not be associated with a work center. A resource instance can be of labor type or equipment type based on the resource with which it's associated.

Labor Resource Instances

A labor resource instance is the name of a person working in the maintenance shop floor. You can associate specific person types to a labor resource instance. A person type in Oracle Maintenance must be an employee, a contingent worker, or a partner contact.

Here's how each person type is set up:

Person Type	How It's Set Up
Employee and Contingent Worker	Employees and contingent workers are defined in Oracle Fusion Cloud Human Capital Management and are automatically propagated by the auto-sync process to the Oracle Trading Community Model.
Partner Contact	A partner contact is set up in an Oracle Fusion Cloud Customer Relationship Management, which is automatically available in the Oracle Trading Community Model

Note: A labor resource instance can only be assigned to a single resource.

Equipment Resource Instances

An equipment resource instance is the name of a machinery being used on the maintenance shop floor.

You can associate assets to your equipment resource instances. You must define assets in Maintenance with a location corresponding to your maintenance plant and a location type of Work Center.

If you intend to use the equipment qualification feature, then you must associate an asset number to the equipment resource instance. You can view the qualifications defined for the asset number in Maintenance Management using the View Asset qualifications button.

How You Manage Resource Instances

On the Resource Instances tab of the Edit Resource page, you can create, edit, and delete the resource instances.

You can access the Edit Resource page using either of the following steps:

• On the Maintenance Management work area, in the Tasks pane, click the Manage Maintenance Resources link. On the Manage Resources page, click the resource name to open the Edit Resource page.

• In the Setup and Maintenance work area, go to the following:

  • Offering: Manufacturing and Supply Chain Materials Management

  • Functional Area: Maintenance Management

  • Task: Manage Maintenance Resources or Manage Maintenance Resources Instances

  On the Manage Resources page, click the resource name to open the Edit Resource page.

Create a Labor Resource Instance

Here's how you create a labor resource instance:

1. On the Manage Resources page, click the resource link for which you want to create a resource instance.

2. On the Edit Resource page, in the Resource Instances section, click the Add icon.

3. Now you have one of two options:

   • Select a person as the basis for the resource instance. The person is unique to the maintenance plant location in HCM.

     If you select a person, then, the identifier and name will automatically get populated from HCM. You can edit these values as required, but the identifier must remain unique. For most setups, you don't need to edit these values.

   • Manually define the resource instance. If you don't select a person, you must define a unique code as identifier, and a name for the resource instance.

4. (Optional) Select and assign a primary work center to the resource instance to identify the department or location that the resource instance primarily works in. This helps in quick assignment of the resource instance in work orders and work execution transactions.

5. Click Save and Close.

Create a Equipment Resource Instance

Here's how you create a equipment resource instance:

1. On the Manage Resources page, click the resource link for which you want to create a resource instance.

2. On the Edit Resource page, in the Resource Instances section, click the Add icon.

3. Now you have one of two options:

   • Select an asset as the basis for the equipment instance. The asset is unique to the maintenance organization. The person is unique to the maintenance plant location in HCM.

     If you select an asset, then the identifier, name, and work center will automatically populate from the asset record. You can edit these values as required, but the identifier must remain unique. For most setups, you don't need to edit these values.

   • Manually define the equipment instance. If you don't select an asset, you must define a unique code as identifier, and a name for the equipment instance.

4. (Optional) Select and assign a primary work center to the equipment instance to identify the department or location that the equipment instance is located. We recommend you do this step.

5. Click Save and Close.

Deactivate a Resource Instance

You can also deactivate or reactivate a resource instance by updating the Inactive On field. When an instance is deactivated, the instance isn't available for further use until it's reactivated.