Add a Work Skill

Work skills are client-specific sets of skills or competencies, required by resources to perform their assigned activities.

  1. Click Configuration.
  2. In the General section, click Work Skills.
    The Work Skills page appears.
  3. Click Add new.
    The Add Work Skill page appears.
  4. Complete these fields:
    Field Description
    Name Enter a descriptive name for the work skill in at least one of the language fields (for example, New Install, Estimate.). This is the wording that appears to users within the application.
    Label Enter a unique string for this work skill; the string must include only alphabets, don't enter numbers. This is how the work skill is identified within the database.
    Sharing of the skill in the team Select from the drop-down list:
    • Maximal — Team gets the maximal work skill level of all the team members (default).

    • Minimal — Team gets the minimal work skill level of all the team members.

    • No Sharing —This work skill, if assigned to a team member, it does not affect skills of the team.

    • Summary — Team gets the total sum of work skill levels of all the team members The work skill sharing parameters will define if a specific activity can be assigned to a team-holder but not higher than 100.

      Quota and capacity calculations don’t use effective work skills (sharing work skills in teamwork); they only use the work skills that match the activities.

    Active Select the check box to activate. If active, the work skill and its conditions are used by the routing engine. If inactive, the skill and its conditions still exist but aren't used by the routing module.
  5. Click Add.
Example of Sharing Work Skill
A team gets the total sum of work skill levels of all the team members. The work skill sharing parameters define whether a specific activity can be assigned to a team-holder, but not higher than 100. In this example we will consider how sharing influences work skill allocation in the group. If a resource is assigned a group of work skills (G) and some work skills explicitly (WS), and there is an intersection of skills, then the explicitly assigned work skills prevail. A resource that is not assigned any work skills is considered to obtain all the work skills with 100 qualification.
Work Skills Team Holder Team Member 1 Team Member 2
WS0 - Maximal

WS1 - Maximal

WS2 – No Sharing

WS3 - Minimal WS4 – Summary

WS0 (100)

WS3 (100)

G: [WS3 (10), WS4(10)]

G: [WS0 (1),WS1 (1),WS2 (1) , WS3 (1), WS4 (1)] WS4(10)

G: [WS0(20), WS2(20)]

G: [WS0(30), WS2(30)]

Effective work skills of the team-holder:
  • WS0(100) - Maximal(100, 1, 30)

  • WS1(1) - Maximal(0, 1, 0)

  • WS2(0) – No Sharing (0, 1, 30), team-holder doesn't have this skill

  • WS3(0) - Minimal(100, 1, 0)

  • WS4(21) – Summary (10, 1, 10)