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How to set up a bucket?

edited Apr 18, 2018 7:19AM in Field Service 2 comments

Content

I am integrating Oracle Field Service with Oracle Service Cloud using the accelerator.

I need to do the following as part of configuring Field Service:

To access the Bucket Configuration, from within Field Service, click on “Resource Settings ->Resource & Bucket Info”.

A few configuration points to keep in mind when setting up a bucket: »

The External ID will be the visible “work order area” in OSvC » Ensure quota management is turned on » Time slots are pulled by bucket & capacity categories (not by activity type) so ensure that all activity types within a each capacity category and bucket have consistent time slot options » Minimum of one month quota needs to be loaded » Date format: use mm/dd/yy format 

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