Customizing resource groups for Service management
Menu path
Modules ? Service management ? Reports ? Service
activities ? Dispatchboard
Introduction
This page allows you to customize the
resource groups whereby service engineers can be added to the resource groups.
Roles and rights
All users can customize the resource
groups.
Note:
- For more details on function rights, go to Modules
?
System ? Setup ? Security ? Function rights.
- For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.
What version are you using?
The information in this document is applicable
to product update 256 and higher. If you have versions lower than this, certain
features explained here will not be applicable.
How do I create a resource group?
- On the Dispatchboard service management page, click
under the Planning section.
- Under the Resource groups section, click + Or create new
one.
- Type the name of the resource group at New Group and select a
level at Level.
- Click Create.
- Click Close to exit.
How do I add a resource to the resource group?
- On the Dispatchboard service management page, click
under the Planning section.
- Define the search criteria under the Filter criteria section.
- Click Show.
- Select a resource group under the Resource groups section.
- Click
(along the same row as the required person in the Add column)
under the Results section. The selected person will be displayed under
the Current members section.
- Click Close to exit.
How do I delete the resource group?
- On the Dispatchboard service management page, click
under the Planning section.
- Select the group and level that you want to delete.
- Click Delete group under the Resource groups section.
- Click Close to exit.
How do I update the level of the resource group?
- On the Dispatchboard service management page, click
under the Planning section.
- Select the group and level that you want to update under the Resource
groups section.
- Click Update level.
- Click Close to exit.
Buttons
Show
Click this to view the people based on the
search criteria.
Close
Click this to exit.
Delete group
Click this to delete the selected resource
group.
Update level
Click this to update the level of the
resource group.
Add all
Click this to add all the people displayed
into the selected resource group.
Delete all
Click this to remove all the people from
the resource group.
Fields
Filter criteria section
Division
Type or select a division to view the people
from the division. By default, your division will be displayed. This is
mandatory.
Cost center
Type or select a cost center to view the people
from the cost center. You can also leave this field blank to view all the people
from all the cost centers.
Manager
Type or select a manager to view the people
who are reporting to the manager. You can also leave this field blank to view
all the people with any manager.
Job group
Select a job group to view the people from
the job group. You can also leave this field blank to view the people with any
job group.
Job title
Type or select a job title to view the people
with the job title. You can also leave this field blank to view the people with
any job title.
Skills
Type a skill to view the people with the
selected skill. You can also leave this field blank to view the people with any
skill.
Role
Type or select a role to view the people with
the role. You can also leave this field blank to view the people with any role.
Resource groups section
Group
Select a group to view the people from the
group.
Note: The
group must be created (by clicking + Or create new one) before the group
can be selected.
New group
Type a name for the resource group.
Note: This
field is available only if + Or create new one is clicked.
Level
Select a level for the group to view the people
in the group and level.
Results section
This section displays the people based on
the search criteria. Click 
to move the person or Add all to move all the people to the Current
members section.
Current members section
This section displays the people that are
in the resource group and level. Click 
to move the person up or 
to move the person down within the placements of current members.
Click 
to remove the person from the resource group or Delete all
to remove all the people from the resource group (anyone who has been removed
will be displayed under the Results section).
Related documents
| Main Category: |
Support Product Know How |
Document Type: |
Online help main |
| Category: |
On-line help files |
Security level: |
All - 0 |
| Sub category: |
Details |
Document ID: |
26.687.421 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
04-09-2015 |
| Release: |
256 |
Attachment: |
|
| Disclaimer |