NextGen FSM

Schedule with override skills

Audience: Dispatchers and field technicians

When you override skills in a work order (WO), the newly assigned skills are used for all plans and scheduled activities. Updated and added skills are treated as the new standard skill configuration for a WO.

Use override skills in manual planning

The WO can be manually assigned to the same team when the team has all the new required skills. However, if the user manually schedules a WO with overridden skills that the team doesn’t have, the system:

  • Displays the non-blocking warning message: “Selected team does not provide skills required for activity”.

  • Allows assignment, but prompts the user to verify the team's capabilities.

Automatically schedule a qualified team

If a team doesn’t meet the new skill requirements, a different team receives the WO. The system only considers a WO for a team or resource if they have the exact skills and the exact number (minimum and maximum cardinality) of workers specified in the overridden skill configuration.

View override skills in the daily plan

The daily plan and all of its tabs show both the original skills and the overridden skills.

The Schedulable activities tab, Clipboard tab, and Urgent activities tab separate the original skills from the overridden skills in two columns:

  • Skill configuration: Shows the original skills.

  • Skill override configuration: Shows manually updated skills.

See:

What's next

See Manage unexpected skills in work orders.