Job assignments in a fast-paced environment can be made easier when you are presented with only a list of the most appropriate team members for a given job. In few steps, you can set up the trades of your business in Loc8: just add the trades, tag your technicians with their trade skills, and wherever necessary link trades to the task template so that when it's time to assign a job, you just see the filtered list.
This article discusses some of the common activities when adding and managing trades:
- Add trades
- Tag your workforce with their trades
- Define the trade requirement for task in a task template
- Assign your workforce based on their trades
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 trade skills of your technicians.
Tag your workforce with their trade skills
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 a task template with its trade requirement
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, select the one which requires trades to be mandated.
Similarly, you may enter several other trades as would be required to complete this task.
Assign jobs based on trades
STEP 1 After you have added trades and tagged your workforce, select a job to assign to your workforce. Ensure that the job uses the task template defined with a mandatory trade for the filtered suggestion list to take effect.
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 is required by one of the the task template (called 'Exit Light Checklist') in the job.
At any time, you can choose to see the full list of all the members of your workforce irrespective of the trade requirements. Just click IGNORE ASSIGNEE REQUIREMENTS and Assign as usual.
If you want to go back to seeing the filtered suggestions, turn ON the Match Trades filter.
Along with trades, you can also set up the the preferred areas of working of your workforce. To know more, read Configure Regions and Apply on Jobs.