We have certain customers with limited access (such as airports), where the SAs need to have clearance to get in. We need to have a way to see this when we assign an order in Dispatch Console. What is the best way to set up and maintain this in Alliance? We may have several SAs with access. And we would also cases where we can assigne a SA without access (if other SAs are unavailable) - but we then need to know that we need to book eg. supervision for the SA.
Is skills the way to go? Handling this on Site-level would be preferred
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Hi Bjørn,
I would think using Skills is good and you can define the skills required for a site in the customer center. I think the skill would defined as something labeled similar to Security Cleared. However, this would then restrict the access to only those who have this skill. Please see this snippet from the Customer Center.pdf file:
I don’t see a way to avoid having this skill if no other agents are available with the clearance though. You would have to add it temporarily and remove it later. You are not using DSE but if you were, the DSE also takes into consideration the agent’s skills but you are looking to do this manually.
If you really need the unauthorized person to do the work when other cleared are not available, then you probably should just set up Skills only on the agent and not the site but use the skills view in the DSE to see if they have what is required.
To see the skills in the Dispatch Console, right-click on the agent and choose the option Display SA Details - then select Skills. You will be presented a screen like this one: (personal details blurred for privacy)
You can also set up a filter to only show the agents with a specific set of skills that can be used in the dispatch console.
Additional note, the Skills field must be enabled in the Dispatch Console Activity Fields Settings module to allow the validation check, etc. to function. Thanks for pointing this out, @bskallerud when you implemented this and now have it working.
