Features That Use Resource Matching

The Staffing Workbench - Fulfill Orders page is designed for staffing coordinators or practice managers to manage the complete life cycle of service orders. During the business process of fulfilling service order resource requests, you can use Resource Matching to find a selectively tailored match to the staffing requirements.

The Staffing Workbench - Manage Utilization page is designed for resource managers or practice managers to manage utilization of their resources to their fullest potential. You can use Resource Matching to find open resource requests that fit the skills and interests of eligible resources.

The My Assignments - Job Spy page enables a resource to search for new assignments and submit bids for open resource requests. You can use Resource Matching to find open resource requests that are a good fit for you.

The Express Search feature finds resources that meet specified qualifications and ranks the search results according to preferences, qualification scores, and availability. Express Search allows you to specify resource requirements and search for resources to fulfill those requirements in a single session without a service order. You can define requirements through the use of a qualification profile, or select from a list of qualifications from the Competency tree. You may also specify keywords as part of your criteria. After you define the qualifications, specify the project start and end dates, and select the group of resources to consider in the search.

Pool managers that receive generic resource requests (instead of service orders) can use Resource Matching to determine fit scores on the Pool Manager Workbench.

See Understanding Generic Resource Requests.

The features that use Resource Matching are designed with a similar interface for you to specify search options when you initiate a search for resources or new assignments. On the Fulfill Orders, Manage Utilization, Job Spy, and Express Search pages you can specify the:

• Group of resources or requests to consider in the search.

• Relative importance, or weighting, of the Availability, Qualification, and Preference factor families for each search.

• Number of candidates to retrieve in the search.