Manage the resource’s expertise and abilities as they relate to Work Orders (WOs). Add the expertise needed for a WO to the task. Associate this expertise with resources when assigning WOs.
Understand skills
FSM Desktop uses the following logic for matching skills with WOs during scheduling: depending on how the scheduling is performed:
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Manual Scheduling: If a dispatcher attempts to drag an activity onto a resource that lacks the required skills, the system generates a warning. The dispatcher can choose to override this if necessary.
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Automatic Scheduling: The scheduling engine treats skills as a blocker. It will never automatically assign a task to a resource or team that does not meet 100% of the skill requirements.
Access resource skills
To access master data for a resource’s skills, navigate to Configuration > Core > Skill Management > Skills.
To assign skills to a resource, navigate to Features > Core > Scheduling Configuration > Resource Management > Resources and click Skills, Qualifications and Roles.
Understand ualifications
Qualifications are an additional, optional element.
In specific situations, the actual allocation of a resource with a given skill may depend on the certificate/license (qualification) that enables that skill. For example:
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Skill:
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Crane maneuver and lifting machine on the work on site;
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Required Qualification:
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Valid driving license;
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Special vehicle driver certificate.
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Core Module/Parameters/Skill Management/Qualifications
Understand roles
Furthermore, one or more Roles may be assigned to a resource. The role identifies the job and is for information purposes only.
Through the "Roles" feature available at path > Configuration > Core > Skill Management > Roles, the user can configure the roles that can be assigned to resources to perform activities in the field.