Work Skill Conditions

To ensure that a resource has the ability to perform subsequently assigned activities, a correlation must be made between incoming activity skill requirements and the skills specified for each resource. The Work skill functionality is what that correlation is based on. Work skills are set up first, and then are assigned to resource records, with the appropriate levels of qualification set for each.

Incoming activities are also assigned Work Skills, which are then matched up with resources with corresponding skills during routing. For the application to know which Work Skills to assign to the activities, however, another correlation must be made. This correlation is referred to as Work Skill Conditions – criteria that is based on certain field values of activities. Work Skill Conditions are what the application uses to define which Work Skills should be assigned to activities. Each Work Skill has at least one condition that refers to a specific field and value in the incoming activity record. An example of this could be where an install Work Skill’s condition is to look for the field/value of “WO_TYPE = 1” (“1” being code for an install). If this condition were found within the activity record, then the application assigns that Work Skill to the activity.

The application assigns as many work skills to an activity record as there are conditions found.
If multiple works skills are assigned to an activity, then the same list of skills must be associated with a resource record in order for that resource to be considered for that job.
If a work skill condition includes two conditions, they are processed using the AND operator. However, if the conditions are included in different work skill conditions, they are processed using the OR operator.
If required and preferred skill levels are used to define Work Skills and conditions, then routing matches activities to available resources with equal or higher qualifications of the skills as it determines who should be assigned which activities.