Audience: Administrators, dispatchers
When necessary, you can ensure certain roles are assigned to separate resources. Sometimes one person can perform multiple roles. For example, a work order (WO) might have three required skills (like an electrician, mechanic, and welder). Therefore, there might be one, two, or three technicians needed to perform all three skills.
However, other times, roles can’t be bundled into a single person for safety or regulatory reasons. For example, even if a technician is certified as both a mechanic and an electrician, a skill division of two would force the system to assign two separate individuals to the task. This would prevent a single resource from performing multiple critical roles simultaneously during complex or hazardous operations.
Prerequisites
Before you start, make sure you have created skills to be divided. See Create skills. To learn more about the difference between divisions and configurations, see Understand skills management examples.
Follow the UI path
All following instructions start from this system path:
Configuration > Core > Skill Management > Skill Division
Create a skill division
-
On the Skill division page, click the Add skill division button.
-
On the Skill division window, enter:
-
Description: The skill division’s description.
-
Code: The skill division’s internal code.
-
Visible: Whether the skill division is searchable.
-
-
Click Save.
Associate a skill division with a skill
If an activity requires more than one resource to have a skill, define how skills are divided among the team resources:
-
On the right, in the Filter panel, enter relevant parameters.
-
Click Search.
-
In the Skill division list, next to the skill division, click the Three dots menu.
-
Select Edit skill division composition.
-
In the Skill division composition window, drag skills from the Available column into the Selected column.
-
Click Save.