Align the range of trades offered by your business with the skills of your technicians, and use the information of your technician's expertise in a trade to make the right job assignments.
In this article, we will see how to:
- Add trades
- Tag your workforce with their specialised areas of trade
- Define the trade requirements in task template
- Assign workforce as per trades required in job
STEP 1 Go to the Settings page.
STEP 2 Open the Trades manager.
STEP 3 Open the creation wizard to add a trade and specify its secondary/sub-category trades to clearly distinguish the skills of your technicians.
Tag your workforce with their specialised areas of trade
STEP 1 After you have added trades, go to the Workforce tab and select the team member.
STEP 2 In the Trades field, browse through the list of trades as were recorded in Settings > Trades tab.
The team member is now tagged with the selected trades.
Define the trade requirements in a task template
STEP 1 After you have added trades, go to the Libraries tab.
STEP 2 Open the Task Template page.
STEP 3 From the list of task templates, you can select the ones which require trades to be mandated.
Similarly, you may enter several other trades that would be required to complete this particular task.
Once you have added trades and tagged your workforce, the trade criteria comes into effect during job assignment, helping you to select from the appropriate pool of technicians.
Assign workforce as per trades required in the job
STEP 1 In the Jobs area, click the job to be assigned with technicians.
Ensure that the job includes the task template you have updated with the trade requirements.
STEP 2 Select from the list of best-matched people for the job.
In the example above, the person has the same trade skill as required by the task template 'Exit Light Checklist' in the job.
At any time, you can choose to see the full list of members of your workforce, irrespective of the trade requirements, for that, just click IGNORE ASSIGNEE REQUIREMENTS and continue Assign as usual.
If you want to go back to enabling the trade-based filtered suggestions, turn ON the Match Trades filter.
Along with trades, you can also set up regions to visually see the boundaries of assets, sites and jobs and accordingly assign your workforce based on their preferred choice of region. To know more, read Configure Regions and Apply to Jobs.