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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).

Launching Skills domain

Launching Skills domain

Rw step

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

Searching for Skills domain

Searching for Skills domain

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

  • Contains

  • Is

  • Begins with

  • Ends with

Search options

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 the service-level agreement (SLA).

To add new skills:

Rw ui steps macro

  • 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.

Adding new skills

Rw step

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

Providing details for skill-based filtering

Rw step

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.

Task timing

Task timing

Rw step

To add a new type of request:

  • In Request Type, click Add.

Adding request type

Adding request type

Rw step

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

Providing request type

Providing request type

Rw step

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.

Providing details for request type

Providing details for request type

Rw step

To add a resident state:

  • In Resident State, click Add,

Adding resident state

Adding resident state

Rw step

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

Providing resident state

Providing resident state

Rw step

To add an issue state:

  • In Issue State, click Add.

Adding issue state

Adding issue state

Rw step

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

Providing issue state

Providing issue state

Rw step

Add the following information 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

Providing details for skill-based filtering

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

Saving information for skills

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

Saving results onto computer

Once you create new skills, you can assign Work Items (WIs) to the right people and at the right time.

For more information about working with WIs, view Working with Work Items.