Launching Skills Domain
To perform the skill-based filtering, launch to the Skills domain:
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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: |
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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).
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To filter Work Items for users due to their proper 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. | Image Added |
In Request Type, add a type of the request: click Add (1) and then look for the preferred request type (2). | Image AddedImage Added |
In Resident State, add a state of the residence: click Add (1) and then identify a state of residence (2). | Image AddedImage Added |
In Issue State, add a state of the issue: click Add (1) and then identify state of the issue (2). | Image AddedImage Added |
Add the following information for the skill-based filtering, namely: Source System Product Series Name Suitability Level Producer Business Type Application State Contract Status
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Once you add all the preferred information, in the upper-right corner, click Save or Save and Close. | Image Added |
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In case the appropriate skills are absent, you can add new ones:
Under the Skills pane, click New Skills.
Provide the preferred information for them.
To save changes, click Save.
To save skill results onto your computer:
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Under the Skills pane, click Customize View.
To customize the skills report, move labels due to your preferences.
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Tip: You can also view and copy Core API and Connect API to customize the page layout. |
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