Oracle Field Service
Using Core Application
Chapter 3
Field Resource Activities
Configure Capacity Area Buckets
You can configure a capacity area using the Core Application.
Configure access to Quota Configuration
To access the Quota Configuration page, you must configure the Read-Only or Read-Write visibility for the user type.
You can configure the visibility as follows:
1. Log in to the application with a user who has permissions to update the page configuration.
2. Click Configuration, User Types.
3. Select the required user type and select the Screen Configuration tab.
4. Select Quota from the Application Screens section.
5. Add the Quota configuration tab to the existing configuration as ReadOnly, ReadWrite.
You can add capacity area buckets in the Quota Configuration page as follows:
1. Select Quota.
2. Click the Configuration icon.
3. Click the + icon (next to the Search field).
The Add Capacity Area window displays the resource tree with these icons:
◦
Double figure: An organization unit or a bucket.
◦
Single figure: Field resource.
◦
Full blue filling: The resource tree item cannot be added as a capacity area (since it is already present in
the capacity areas).
◦
Half blue filling: The resource tree item can be added as a capacity area.
◦
Grey icons: An item cannot be added as a capacity area (the tree branch already has another capacity
area, or the resource type does not allow it).
4. Select the capacity area or search for the required capacity area and click OK.
The selected capacity area displays in the left pane. If a selected item cannot be used as a capacity area, a
popup notice displays “Resource already defined as a Capacity Area”.
5. To remove a capacity area bucket:
a. Go to the quota Configuration page.
b. Select the resource that you want to stop using as a capacity area.
c. Click Stop using as a Capacity Area.
d. Click Save.
About Working Offline
When you don't have Internet access, you still can manage your route and continue to perform many of your daily tasks.
The word Offline in orange text below your name on your home page indicates that your Internet connection is not
stable enough to support online operations, and that the application is not sending or receiving information. Activity
tasks and options that are not available when working offline are disabled in the menu bar.
Tapping the word does two things:
• Displays a message confirming that you are offline
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