Oracle Field Service
Using Core Application
Chapter 2
Dispatcher Activities
• Actions available in the main resource tree such as drag-and-drop and filter are supported for the Favorites
group as well.
• When searched for a resource, Favorites and the main resource tree resources are searched.
• When searched by activity, the main resource tree resource is considered, and the Favorites group is avoided.
• Favorites are available on these pages in the interface:
◦
Activities
◦
Daily
◦
Dashboard
◦
Reports
◦
Resource info
◦
Resource calendars
◦
Inventories
◦
Locations
◦
Resource work zones
◦
Users
• Favorites are not available on these pages:
◦
Quota
◦
Forecasting
◦
Routing
Create a Favorite Group of Resources
Dispatchers can pick resources from the main resource tree and group them to have quick access to them. Groups such
as this helps you avoid scrolling up-down the resource tree to find a required bucket or technician. You can create as
many groups as required and manage the resources using the main resource tree.
Note: This operation can be performed in Oracle Field Service Core Application only. You can add organization units,
buckets, or individual resources to a group. When adding an organization unit or a bucket, note that the OrgUnit/
Buckets is a dynamic entity. This means that the child resources within this group may change over time, and these
changes show in your group content. Therefore, if you want to have specific resources in your managed group, assign
those resources individually. Selecting a group resource automatically selects all its child resources.
1. Determine the resource that you want to be in a new group.
2. Open the resource hint.
3. Click the star icon.
4. On the Add <resource name> to group dialog box, click New group and enter the name of a group.
140
To Next Page
Loading...
