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Launching Skills Domain

To perform the skill-based filtering, launch to the Skills domain:

Rw ui steps macro
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Go to Docupace > Administration (1) > List Domains (2).

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To search for the preferred domain:

a. In Domains, enter Domain Id and/or Name.

b. Click Search (1) and then select thepreferred domain (2).

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Search for the preferred domain by filtering names with the following search options: Contains, Is, Begins with, and Ends with.

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Filtering skills for WI

Skill-based filtering aims to assign the appropriate WI to the right users with proper skills. Thus, users can accomplish all the assigned WI regarding a service-level agreement (SLA).

Rw ui steps macro

On the Skills side tab, search for the preferred skill (1), and then, from the skills list, select the approproiate skill to assign a WI (2). The Skills page opens in a new tab.

For more information about field names, view https://docupace.atlassian.net/wiki/spaces/DOHTS/pages/659259409/Overview+of+Skill-Based+Filtering#Skills%3A-Domain-840.

Searching for skills

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In Details, provide the preferred information based on your firm requirements.
Some fields are mandatory, for example: Name, Workflow, and Skill Rarity.

Providing details for skill-based filtering
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In Task Times, provide the preferred information based on SLA.
For more information, view https://docupace.atlassian.net/wiki/spaces/DOHTS/pages/659259409/Overview+of+Skill-Based+Filtering#Skills%3A-Domain-840.

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In Request Type, add a type of the request: click Add (1) and then look for the preferred request type (2).

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In Resident State, add a state of the residence: click Add (1) and then identify a state of residence (2).

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In Issue State, add a state of the issue: click Add (1) and then identify state of the issue (2).

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Add the following information for the skill-based filtering, namely:

  1. Source System

  2. Product Series Name

  3. Suitability Level

  4. Producer Business Type

  5. Application State

  6. Contract Status

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Once you add all the preferred information, in the upper-right corner, click Save or Save and Close.

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In case the appropriate skills are absent, you can add new ones:

  1. Under the Skills pane, click New Skills.

  2. Provide the preferred information for them.

  3. To save changes, click Save.

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To save skill results onto your computer:

  • Click Export > Current Fields or All Fields > Save on your computer. The Excel file is now saved on your computer.

Saving results on computer

To customize the skills report:

  1. Under the Skills pane, click Customize View.

  2. To customize the skills report, move labels due to your preferences.

Tip

Tip: You can also view and copy Core API and Connect API to customize the page layout.

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