Creating resources in Oracle Cloud CRM using the Manage Resources feature involves defining the resource's details and assigning it to appropriate categories. Here's a step-by-step guide:
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Access Manage Resources: Navigate to the Manage Resources page using one of the following paths: a. Click Navigator > Work Definition. In the Tasks pane, select Manage Work Areas. b. In the Setup and Maintenance work area, go to Offering: Manufacturing and Supply Chain Materials Management. Functional Area: Manufacturing Master Data.
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Create a New Resource: Click the "Create Resource" button.
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Enter Resource Details: Fill in the resource's details, including: a. Resource Type: Select the resource type, such as Employee, Partner, or Other Entity. b. Resource Name: Provide a unique and descriptive name for the resource. c. Contact Information: Enter the resource's contact details, such as email address, phone number, and address. d. Skills and Experience: Describe the resource's skills, experience, and certifications. e. Additional Details: Include any relevant additional information about the resource.
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Assign Resource Categories: Select the appropriate categories for the resource. Categories help classify and group resources for easy identification and filtering.
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Save and Submit: Click the "Save" button to save the resource information. Then, click the "Submit" button to finalize the creation of the resource.
Once the resource is created, it will be available for use in various Oracle Cloud CRM applications, enabling you to effectively manage your workforce, partners, and other entities involved in business processes.
