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Launching Skills Domain

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

Rw ui steps macro
Rw step

Go to Docupace > Administration (1) > List Domains (2).

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To find the Skills domain, enter Domain Id and/or Name, click Search (1), and then select the Skills domain (2).

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You can find the preferred domain by filtering names with the following search options:

  • Contains

  • Is

  • Begins with

  • Ends with

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Adding skills for Work Item

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

To add new skills:

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  • Under the Skills pane, click New Skills.

For more information about fields, 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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Rw step

To add a new type of request:

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  • In Request Type, click Add.

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Find the already existing request type via Name, Scan User, Request Category or other options (1) or create a new request type via Create New (2).

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In Details, Scan User, User Group, Required Client Doc Types, Default Send To, provide the preferred information for a new request type, and then click Save.

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To add a resident state:

  • In Resident State, click Add,

Adding resident state
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Find the already existing resident state (1) or create a new one via Create New (2).

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To add an issue state:

  • In Issue State, click Add.

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Find the already existing issue state (1) or create a new one via Create New (2).

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Add the following information about for skills, namely:

  1. Source System

  2. Product Series Name

  3. Suitability Level

  4. Producer Business Type

  5. Application State

  6. Contract Status

Providing details for skill-based filtering

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

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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.

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To customize the skills report:

  • Click Customize View and then move labels due to your preferences.

Tip

Tip: You can also view and copy Core API and Connect API if needed.

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