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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 find the preferred domain:a. In Skills domain, in Domains, enter Domain Id and/or Name.b. Click , click Search (1), and then select thepreferred Skills domain (2).

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

Search options

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 a the service-level agreement (SLA).

To add new skills:

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Under the Skills pane, click New Skills.

For more information about field namesfields, 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 and then:

Look

  • Click Add, look for the preferred request type

.If the required type of request is absent,
  • (1) or create a new one

: click Create New and then provide the preferred information for it.To save information,
  • via Create New (2).

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

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

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In Issue State, add a state of the issue: click Add, and then look for the state of an issue (1) or create a new one state (2).

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Add the following information about skills, 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.

Saving information for skills

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:

  • 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.