This feature allows schedulers to specify the number of resources and the skills they must hold when allocating jobs.
Skills are defined using "tags." A resource may be tagged with a number of skills, which may or may not expire (this is configurable via the "Resources" console).
When a scheduler creates a job, they can apply certain restrictions, e.g., the resource must hold a valid safety certificate to be on site. The resources that are available for allocation must match the requirements—and this is done comparing tags. Note: this can be manually overwritten.
Currently, when a tag is applied to a job, a filter restricts the display of available resources in the swimlanes. Also, a check is made to ascertain the current validity of their skills. The result is presented in the swimlanes, via a resource requirements icon next to the resource's name. A green icon indicates the resource meets the resource requirements, i.e., their skills are valid and have not expired.
Also, see Multiple Reource Requirements.
Adding Resource Requirements When Creating a Job
A scheduler can stipulate a job's resource requirements when they create the job. In the "Create a Job" modal there is a tabbed button named "Requirements," this is where the number of resources and the tags (or skills) they require can be set.
- Quantity (optional): The minimum number of resources required for the job. This number is represented by small empty placeholders on job cards that have yet to be allocated (in the scheduling console job list).
- Tags (optional): Tags represent the skills the resources must have to be allocated the job.
Figure 1. Assigning resource requirements when creating a new job.
Figure 2. Viewing resource requirements in the scheduling console.
The Use of Tags in Job Details
View the skill tags associated with a job via the job details view. The resource requirements are displayed in the "Resources" column.
Figure 3. Viewing the resource requirements for a job in job details view.
Adding or Editing the Skill Requirements for Jobs
The process for adding tags to a job is as follows:
- Click on the options menu and select "Edit."
- The number of resources required can be set using the "Quantity" picker.
- Next, click in the field named "Search to add tags" (this will give a pre-defined list of skill tags).
- Select a tag from the list.
- Select a "Skill priority" (the options provided are: Required, Low, Medium or High).
- Click the "Save" button.
The skill tag is now specified.
Figure 4. A skill tag that has been added to a job.
Filtering for Required Skills (Tags)
Where skills (tags) are set as "Required," a filter is applied (in the filter bar) to identify only those resources who are both available and match the tagged conditions, i.e., any suggested resource must have this skill or qualification.
The following conditions apply to tag icons in the "Job Details" view:
- A fully highlighted tag (green) is displayed next to the resources that match all the required tags of at least one requirement.
- An empty icon is displayed next to resources that have tags, but they do not match the required tags of any requirement, or they match but have expired.
- Resources with no tag icon do not have any tags assigned.
- On mouse-over, a list of the resource's tags is displayed in a pop-up.
- When a resource's tags are displayed, those tags that match the requirements are marked with a green tick. These tags display at the top of the list.
"Suggest" (the intelligent scheduling engine) will take this one step further and only suggest those who have the skill or qualification, plus it will check if it is current (or up-to-date). Those out of date will not be suggested (with a highlighted blue job placeholder in the swimlanes).
Figure 5. A job with a required skill filtering the swimlanes.
Editing A Skill's Priority
First, access the resource requirements for the job via the options menu in the "Resources" column. Once opened, the scheduler can increase the number of resources required or add/remove the skill tags required.
To add tags, click on the "Search to add tags" text to open the drop-down menu. Select a tag and save.
To set the skill priority, under the section "Tags required" click on the small "v" icon to show the skill priority drop-down menu. Select a priority (i.e., low, medium, high, or required) and save.
Existing skill tags can be deleted by clicking on the small "x" icon.
Figure 6. An allocated skill or tag and its priority, side by side.
Note: Tags must need to be defined by the administrator before they appear in the "Search to add tags" list. They can be defined via the "Data Table" (for tags) in Skedulo, or can be defined directly in the CRM (e.g., Salesforce, ServiceNow).