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.

Adding skills for Work Item

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

To add new skills:

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Under the Skills 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), look and then:

Look for the preferred request type

(2), or

.
If the required type of request is absent, create a new

type of request (3):

Under the Retrieve pane, one: click Create New.Provide al and then provide the preferred information for Details, Scan User, User Group, Required Client Doc Types, and Default Send toit.
To save the request type, in the upper-right cornerinformation, 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 (21) , or create a new state of residence one (32).