Create and manage roles

Manage the roles of your resources, so you only dispatch teams that meet your requirements.

Access roles

To access roles, navigate to Configuration > Core > Skill Management > Roles.

In the Roles table, see any roles and the related constraints, such as:

• Code: The role’s internal identifier code.

• Description: Text that briefly describes the role.

• Active: Indicates whether the role is active.

  • This should be checked during activity validation.

• Sorting: Indicates the sorting criterion and how roles are displayed.

• Minimum Number: The least amount of resources with a role needed to validate the activity and dispatch.

• Maximum Number: The most resources with a role needed to validate the activity and dispatch.

Define a new role

To add new roles:

1. Navigate to Configuration > Core > Skill Management > Roles.

2. At the bottom of the Roles page, click New Role. 

3. In the panel that opens, enter mandatory and optional information:

   • Mandatory information:

     • Code: The role’s internal identifier code.

     • Description: Text that briefly describes the role.

   • Optional information:

     • Active: Indicates if the role is active and should be indicated/checked during activity validation or otherwise disabled.

       • The default value is “Not Active.”

     • Sorting: Shows the sorting criterion of how roles are displayed.

     • Minimum Number: Shows the least amount of resources with a role needed to validate the activity and dispatch.

     • Maximum Number: Shows the most resources with a role needed to validate the activity and dispatch.

4. Click Insert.

Assign roles to schedule resources

After you configure your roles, resources can use them to execute activities.

1. Navigate to Features > Core > Resource Management > Resources

2. In the Scheduling Resources list, click the three dot menu of a resource.

3. In the popup window, click Skill, Qualifications and Roles.

4. Click the Roles tab.

5. Drag roles that you want to assign to the user from the Available Roles table to the Associated Roles table.

6. Click Close.

Validate scheduled activities

After the roles are correctly assigned to team members, the activity can be validated and dispatched.

Validate automatically

When scheduled activities are validated, the syste, checks that cardinality constraints (minimum number-maximum number) for each active role are met.

• If all constraints are met, the validation process is complete and activities are dispatched to the technicians.

• If the constraints aren’t met, the validation process stops and gives an alert.

Validate manually

To check an activity’s validation manually:

1. Navigate to Configuration > Core > Work Order Management > Activity.

2. Click an activity to access the Context menu.

3. In the dropdown menu, select Roles.

4. In the Roles panel, check the role of each resource in the activity execution:

   1. When the user looks for a resource/role, FSM verifies the role is associated with the resource in the Skill, Qualifications and Roles feature.

   2. If the resource can perform the role, the information is saved.

   3. If a resource cannot exercise the role, the system gives an alert.