Once we installed FSL package then we can find this type (Field Service - Match Skills) of
Work Rule record is already available for use and rule name is “Match Skills”.
This rule is responsible to match skill(s) of Service
Resource with Work Order’s (Parent of
respective Service Appointment) skill(s).
Assuming work rule “Match Skills” is already assign in our
Scheduling Policy.
Suppose we want to check available Service Resources for
Service Appointment (SA-0017) in Dispatch Console. Now parent Work Order of this
“SA-0017” is “00000017” and it has two skill set,
Table 1:
Service Appointment
|
Parent Work Order
|
Skills
|
SA-0017
|
WO-00000017
|
Software Update
SP Installation |
Now if we try to check the Service Resources’ skills, then
below are the skills details,
Table 2:
Service Resource
|
Skills
|
Alan Reed
|
Software Update
SP Installation |
Martino Castanon
|
Software Update
SP Installation |
Paul Morrison
|
Software Update
|
Ralph Clark
|
Software Update
|
So, if we compare Table 1 and Table 2, then only 2 resources
match the skills. So, in dispatch console these two resources will be display.
Note:
There is one more important field in Match Skills Work Rule
and i.e. “Match Skill Level”.
If it is checked then if any
Resource has lower Skill Level than
the Skill Level defines in Work Order’s (Parent of Service Appoint) related
skill, than that resource will be filtered out from availability.
Consider above table with skill level,
Table 3 :
Service Appointment
|
Parent Work Order
|
Skills (Skill Level)
|
SA-0017
|
WO-00000017
|
Software Update (2)
SP Installation |
Table 4:
Service Resource
|
Skills (Skill Level)
|
Alan Reed
|
Software Update (1)
SP Installation |
Martino Castanon
|
Software Update (3)
SP Installation |
So, as per Work Rule filter criteria, only “Martino Castanon”
will be display in Dispatch Console. Because, other resource Alan Reed has lower Skill Level than the Skill Level defines in Work Order’s (Parent of Service Appoint) related skill.
