Oracle Field Service
Using Core Application
Move a Resource
Sometimes, you may have to move a resource from one organization unit or bucket to another. You can move only the
resources that are at the organization unit or bucket level. Use the Edit Resource page to implement this change.
1.
Click the hamburger icon and then click Resources.
2.
Type the name of the resource that you want to move, in the Search field.
The matching results appear.
3.
Click the required resource name.
4.
On the Resource Info page, click the stack icon and then click Edit
The Edit Resource page appears.
5.
Click the Org Unit/Bucket field.
The Org Unit/Bucket dialog box appears.
6.
Search for and select the organization unit or bucket to which you want to move the resource.
7.
Click Select.
8.
Click Submit.
The resource type is moved to the new organization unit or bucket in the resource tree.
Change the Visible Resources
You can use the Visible Resources field to define which resources the current user can view. You define visible
resources by selecting an organization, an organization unit, or a bucket.
1.
Click the hamburger icon and then click Resources.
2.
Type the resource name for which you want to change the visible resources in the Search field.
The matching results appear.
3.
Click the required resource name.
4.
On the Resource Info page, click the stack icon and then click Edit.
The Edit Resource page appears with all the details of the resource.
5.
In the Visible resources field, select an organization, an organization unit, or a bucket.
The Visible resources field is available only if you have the visibility set as R/W for your user type on the
Resource/User Edit context layout. Further, you can only select from an organization, an organization unit, or
a bucket to which you belong.
6.
Click Submit.
The selected user can see the resources belonging to the selected organization, organization unit, or bucket.
Modify Multiple Resources Simultaneously
You can perform actions such as activate, deactivate, unlock, or delete, on multiple resources simultaneously.
1.
Go to the Resources page.
2.
Filter the list to view the resources of your choice.
Some of the filter options are Collaboration users and Last login.
3.
Select or tap and hold [on a mobile device] all the resources that you want to modify.
Chapter 2
Dispatcher Activities
136
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