You can mark the boundaries of a region over a map to help get a clear view of the spread of assets you're looking after, and use these regions to link with the team members based on the regions of their preference. The linking of the region and the technicians greatly improves job assignments.
In this article, we will see how to:
- Viewing the Existing Regions
- Define Region Boundaries
- Tag your Workforce with their Preferred Regions
- Assign your Workforce based on Regions
Viewing the existing regions
This step helps you to check whether or not the required regions are already available in your Loc8 system.
To view the existing regions and their subregions, just navigate to Settings -> Admin Settings -> Regions.
If you want to add new regions or a subregions right now, see the article Create Regions and Subregions.
Tag your workforce with their preferred regions
STEP 1 Go to the Workforce workspace and open that particular profile to specify the regions in order to establish an association between the person and their preferred regions.
STEP 2 In the Work Regions field, select from the list of regions.
This list corresponds to the regions existing under Settings -> Admin Settings -> Regions.
You may also select the Restrict access to assigned work regions checkbox to further enforce this team member to view only jobs and assets that are strictly within the selected regions.
The team member is now tagged with their preferred regions.
Assign your Workforce based on Regions
STEP 1 After you have added regions and tagged them to your team, select a job to assign to your workforce.
STEP 2 Select from the list of technicians, check the regions specified under them and assign accordingly.
In the example above, the two members of the workforce operate within the same region where the job is.
At any time, you can choose to see the full list of all the members of your workforce irrespective of the region restrictions. Just click Ignore assignee requirements and DONE.
If you want to go back to seeing the filtered suggestions, turn OFF the Match Regions filter.
Along with regions, you can also tag your technicians with their on their trade skills. To know more, read Create Trades and Add them to your Workforce for Improved Job Assignments.