Audience: Dispatchers and administrators
To help the system automatically find qualified resources, add necessary skillsets that field technicians need to perform a task. Ensure that a technician’s skills match the specific demands of every intervention they are assigned.
Prerequisites
Before you start:
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To add a new activity, see Create activities.
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To add a skill a technician must have for an activity, see Create skills.
Follow the UI path
All following instructions start from this system path:
Configuration > Core > Work Order Management > Activity
Search for skills
To find an existing skill configuration:
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In the Activity list, click the Associate skill icon.
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On the Associate activity - skill configuration page, to search for skills, enter:
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Operations center: The operations center (OC) for the resources.
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Team cardinality: The number of resources on a team that requires the skillset.
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Configuration skill: A field technician skill.
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Click Search.
Add skills to activities
To associate skills with activities:
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On the Associate activity - skill configuration page, click the Associate skill configuration button.
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Enter the following information:
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Configuration skill: A field technician skill.
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Operations center: The operations center (OC) for the resources.
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Team cardinality: The number of resources on a team that need the skill.
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Concurrent scheduling rule: Rules that help determine scheduling.
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Click Save.
What’s next
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To define which outcomes you can use with certain activities, see Associate outcomes with activities.
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To define which interventions can be performed during certain activities, see Associate interventions with activities.
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To import many activities from a .xlsx file, see Mass import activities.