After the roles are correctly assigned to team members, the activity can be validated and dispatched. This validation checks that the number of technicians with a specific role is within the minimum and maximum number indicated in the skill division.
Prerequisite
Before you start:
-
To create roles, see Create and manage roles.
-
To create skill divisions, see Configure skill divisions.
Validate automatically
When scheduled activities are validated, the system checks that cardinality constraints, the minimum and maximum number of resources 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:
-
Navigate to Configuration > Core > Work Order Management > Activity.
-
In the Activity list, click an activity.
-
Select Roles.
-
In the Roles panel, check the role of each resource in the activity execution:
-
When the user looks for a resource or role, FSM verifies the role is associated with the resource in the Skill, Qualifications and Roles feature.
-
-
Either:
-
If the resource can perform the role, the information is saved.
-
If a resource cannot exercise the role, the system gives an alert.
-