Launching
Skills Domainthe Get from Pool Assignments domain
To perform skill-based Advanced Task Assignment filtering, launch to the Skills Get From Pool Assignments domain:
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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
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Adding New Get From Pool Assignment Record for a Work Item (WI)
Advanced task assignment aims to assign work items to users who have the appropriate skills. Thus, users can accomplish all the assigned WIs regarding the service-level agreement (SLA).
To add new skills:
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Find the already existing resident state (1) or create a new one via Create New (2). | Providing resident state |
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To add an issue state:
In Issue State, click Add.
Adding issue state
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Find the already existing issue state (1) or create a new one via Create New (2). | Providing issue on the State pane, and then add the preferred State. | Adding a state |
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Add the following information for skills, namely:
skill information in the following sections:
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Once you add all the appropriate information, in the upper-right corner, click select Save or Save and Close. | Saving information for skills |
To save skill results onto your computerYou can also:
Click Export > Current Fields or All Fields > Save on your computer. The Excel file is now saved on your computer.
Saving results onto computer
To customize the skills report:
Click Customize View and then move labels due to your preferences.
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Tip: You can also view and copy Core API and Connect API if needed. |
Export search results to Excel. For more information, view Exporting Search Results.
Customize a view of reports. For more information, view Docupace Report Builder.
Saving results onto a computer