Specifying Staffing Workbench and Service Order Fulfillment Options

To specify workbench and service order fulfillment options, use the Staffing Workbench Options component (RS_MYWKBNCH_OPT).

This section discusses how to:

Specify Staffing Workbench options.
Specify order fulfillment options.

Pages Used to Specify Staffing Workbench and Service Order Fulfillment Options

Page Name	Definition Name	Navigation	Usage
My Workbench Options - Workbench	RS_MYWKBNCH_OPT	select Resource Management, then select Define User Options, then select My Workbench Options, then select Workbench	Select default resource groups from which you staff resources.
Resource Group Definition - Resource Groups	RS_RESOURCE_GROUPS	Click Add Resource Groups on the My Workbench Options - Workbench page. Click Add Resource Groups on the Staffing Workbench - Fulfill Orders page. Click Add Resource Groups on the Staffing Workbench - Manage Utilization page. select Resource Management, then select Express Search Click Add Resource Groups on the Express Search page. select Resource Management, then select Define User Options, then select Resource Group Setup	Add or modify resource groups and select active resource groups.
My Workbench Options - Orders	RS_MYWKBNCHREQ_OPT	select Resource Management, then select Define User Options, then select My Workbench Options, then select Orders	Select the default search scope option for the Staffing Workbench - Fulfill Orders page.

My Workbench Options - Workbench Page

Use the My Workbench Options - Workbench page (RS_MYWKBNCH_OPT) to select default resource groups from which you staff resources.

Navigation

select Resource Management, then select Define User Options, then select My Workbench Options, then select Workbench

Image: My Workbench Options - Workbench page

This example illustrates the fields and controls on the My Workbench Options - Workbench page. You can find definitions for the fields and controls later on this page.

Resource Group ID

Enter the default resource group from which you staff resource requests. The list of available resource groups contains the groups that you designate as active.

Your selection appears as the default resource group that is used on the Staffing Workbench - Fulfill Orders page, the Express Search page, and the Resources Needing Assignments operational summary portal pagelet. It is also used as the default resource group that appears in the Resources work space when you enter the Staffing Workbench - Manage Utilization page.

You can select different resource groups on the Staffing Workbench or the Express Search page when you search for resources or resource requests.

Add Resource Groups

Click this link to access the Resource Group Definition - Resource Groups page and modify your list of active groups, edit an existing group, or create a new group.

See Establishing Resource Groups.

My Workbench Options - Orders Page

Use the My Workbench Options - Orders page (RS_MYWKBNCHREQ_OPT) to select the default search scope option for the Staffing Workbench - Fulfill Orders page.

Navigation

select Resource Management, then select Define User Options, then select My Workbench Options, then select Orders

Image: My Workbench Options - Orders page

This example illustrates the fields and controls on the My Workbench Options - Orders page. You can find definitions for the fields and controls later on this page.

Search Options

Select the default method for identifying the group of resources to match against the resource requests that appear on the Staffing Workbench - Fulfill Orders page. Available options are:

Resource Group: Select to match resource requests against the default resource group that you select on the My Workbench Options - Workbench page.

Request Resource Pool: Select to match resource requests against the resource pool that is specified on the resource requests.

Resource Region: Select to match resource requests against the region that is specified on the resource requests.

Request Owning Organization: Select to match resources against the owning organization that is specified on the service order.

You can override these default search settings on the Staffing Workbench - Fulfill Orders page when you search for resources.

Note: The My Workbench Options - Utilization options page is discussed in a subsequent topic.