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Hello,

I have a question in regards to logic behind FSM skills.

In FSM, when scheduling a task through the Book Appointment process, the system ensures that the resource that gets committed to the task, has the required skills to perform the task.

Sometimes it is necessary to skip the Book Appointment process and instead, manually assign or commit a technician to a task.  How can we have FSM prevent the user from manually assigning (committing) a technician that doesn't have the required skill or their skill has expired?

Hi @ntran2022,

One option is when assigning a task manually to a technician, you can search the technicians that have the required skill from the ‘Team member lookup’.

Baseline core ‘Team Member Lookup’ does not have a search option for skill, but you can configure the screen in order to filter the technicians who have the required skill.  

Following is an example screenshot of a configured ‘Team Member Lookup’ which is configured to assign tasks for members in a specific ‘Service area’. The same method can be used to filter the technicians with required skill and can be used to prevent manually assigning a technician that doesn’t have the required skill.

example of configured Team Member Lookup

 

Further, these configurations can be done in the ‘UI Designer’ screen in the FSM smart client environment. Once you are in the UI Designer screen, you have to select ‘TEAMMEMBERLOOKUP’ screen and add a new field to filter with ‘Skills’.

Thank you.

Best regards,

Bhanuka.

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