Oracle 21C, Manual

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Oracle Field Service
Using Core Application
Chapter 2
Dispatcher Activities
How Self-Assignment Works
The Self-Assignment feature influences the availability of activities and resources for a user who is assigned to a
bucket. By default, Self-Assignment is disabled. This setting is mostly used by dispatchers, who allocate activities to
resources and usually do not perform any activities.
If a user is assigned to a bucket and Self-Assignment is cleared:
• All child resources of the bucket are available to the user.
• All activities in the bucket are available to the user (regardless of their work zones and work skills).
• The user can move all activities between all available resources (for example, from the bucket to any of the
assigned resources, between resources, from a resource back to a bucket).
• Self-Assignment must be selected, if a technician is granted permission to assign tasks. (For example, the user
is a crew chief, assigning activities to members of the crew, or a single technician allowed to choose activities to
perform.)
If a user is assigned to a bucket and Self-Assignment is selected:
• Only the resources explicitly assigned to the user are available to such a user (for example, the bucket, the user
themselves and members of the crew). No other child resources of the bucket are available to the user.
• Only those activities in the bucket that can be performed by at least one of available resources (subject to the
work zone and work skill requirements) are available to the user.
• The user can move only the available activities and only between the available resources.
Add an Organization Unit or a Bucket
Use organization units to sort and organize the items in the Resource tree. You can use buckets to hold the activities
that are not yet assigned to field resources.
Difference between resource, user, and child resource: A resource can be a field resource (a human being), a
dispatcher, an administrator, a vehicle, or a tool. All resources are elements of the Resource tree. A user is a field
resource or any other user that has access to Oracle Field Service. A child resource is a resource that is added to a bucket
or an organization unit element of the resource tree. In the hierarchy of the resource tree, the bucket or the organization
unit appears at a higher level than the child resource. A child resource can be a field resource (a human being), a vehicle,
or a tool.
Organization units are typically used to group resources by location. Organization units cannot be route owners and
you cannot assign activities to them. Buckets can have activities. However, dispatchers can assign activities to buckets
manually and Routing can assign activities to buckets automatically. To add an organization unit or a bucket:
1. Click the hamburger icon and then click Resources.
2. Click the plus icon.
3. Complete these fields:
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