Use this window to alter the search parameters in terms of competency requirements when allocating employees to work orders and work order operations. The window can be accessed from Resource Allocation Search dialogue in Allocate Resource which in its turn can be accessed from Active Work Orders, Active Routes or from the header in Service Request, Prepare Work Order, Report in Route. The window is also accessible for operations from the Job/Operations tab or the Operations tab in Service Request or the Prepare Work Order or for Tools & Facilities from the Tools & Facilities tab . When the window is opened it gets pre-populated with the competency requirements stated on the work order or the operation that the user seeks to allocate. It is from this window thereafter possible to alter the search parameters in the window to search for additional or a reduced number of competencies.
Allocate Resource
Reallocate Resources