Defining Activity Skill Rules

Business administrators define the required skills to work on an activity as rules in the Skills Transfer - Rules Administration view.

They can define a skill item as an exact value or as a selectable value, as follows:

• For example, the business administrator can define a skill item to include the exact value of a product or product model. The business administrator defines an activity skill rule and an associated skill item in which the value in the Product field represents a specific product or product model that the field service engineer must be skilled with, such as Model 3567.

• For example, the business administrator can define the skill to require that the field service engineer is skilled with the product model that is associated with the service request. The business administrator sets the Pick From Object field for the skill item to Y, and uses the Rule Object and Object Attribute fields to specify the field from which the user selects the model name.

To define an activity skill rule

1. Navigate to the Administration - Scheduling screen, then the Skills Transfer - Rules Administration view.

2. Create a new record to define a rule.

3. Drill down on the rule name to navigate to the Criteria view.

4. Define the criteria for the rule.

5. Navigate to the Skills view to define the skills and skill items for the rule.