Launching
Skills Domainthe Get from Pool Assignments domain
To perform the skill-based Advanced Task Assignment filtering, launch to the Skills Get From Pool Assignments domain:
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Adding
skills forNew Get From Pool Assignment Record for a Work Item
Skill-based filtering(WI)
Advanced task assignment aims to assign work items to users who have the appropriate Work Items (WIs) to the right users with 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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In Resident State, add a state of the residence: click Add, and then identify a state of residence (1) or create a new one (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 (2). | , select Add on the Request Type pane. | Adding request type |
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Find the already existing request type by Name, Scan User, Request Category or by other options. | Providing request type |
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Provide the preferred information for a new request type and then click Save. | Providing details for request type |
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To add a state, select Add on the State pane, and then add the preferred State. | Adding a state |
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Add the following information about skills, namely:
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skill information in the following sections:
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Once you add all the preferred appropriate information, in the upper-right corner, click select Save or Save and Close. |
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.
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. |
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You can also:
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