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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: Contains, Is, Begins with, and Ends with.

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Filtering

Adding skills for

WI

Work Item

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

To add new skills:

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On Under 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 pane, click New Skills.

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.

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Adding new 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), or create a new type of request (3).

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  1. Under the Retrieve pane, click Create New.

  2. Provide al the preferred information for Details, Scan User, User Group, Required Client Doc Types, and Default Send to.

  3. To save the request type, in the upper-right corner, click Save.

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In Resident State, add a state of the residence: click Add (1) and then identify a state of residence (2), or create a new state of residence (3).

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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 filteringabout skills (1), 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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If certain information is absent, add the information via the Create New button (2).

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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
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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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