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).

Page Name

Definition Name

Usage

My Workbench Options - Workbench Page

RS_MYWKBNCH_OPT

Select default resource groups from which you staff resources.

Resource Group Definition - Resource Groups Page

RS_RESOURCE_GROUPS

Add or modify resource groups and select active resource groups.

My Workbench Options - Workbench Page

My Workbench Options - Orders Page

RS_MYWKBNCHREQ_OPT

Select the default search scope option for the Staffing Workbench - Fulfill Orders page.

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

Navigation:

Resource Management > Define User Options > My Workbench Options > Workbench

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.

My Workbench Options - Workbench page

Field or Control

Description

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.

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:

Resource Management > Define User Options > My Workbench Options > Orders

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.

My Workbench Options - Orders page

Field or Control

Description

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.