Advanced Helpdesk - Requirements

Available from 5.3.0.0

Requirements (Resource Skills) for the Task can be viewed and assigned from the sub navigation on the Advanced Helpdesk

Task Management > Advanced Helpdesk - Work Permits

The link will open the Advanced Helpdesk / Requirements grid. It is a grid view which can be searched, sorted and customised as normal.

To assign Requirements click Assign , Resource Skills in the right hand assignment window are assigned to the Task.

To create Resource Skills see Skills

Advanced Helpdesk - Requirements Icons

Icon

 Feature Description

Assign Skills

 Click the Icon to open an assignment window displaying Skills records to be assigned
Refresh Click to refresh the grid

 

 Assign button group

 
  • Assign Resource

Click to open the Time Record page in order to select a Resource to add to the Task.

The 'Assign Resource' button is subject to the following constraints:

  • The Task Status must NOT be:
    • REQUESTED
    • REJECTED
    • UNAUTHORISED
    • HISTORY
    • CANCELLED
  • Open Rota Window
 Click to view the relevant Rota window for the current Task - Task can be assigned within this window.
  • Find Nearest

Click to open a map window displaying the available Resources relative to the current Task. (Evolution Go module required)
  • Send To Contractor

In order for the Send to Contractor button to function, the current Task must meet the following criteria:

  • Must have one of the following Task Status:
    • ACTIVE
    • ASSIGNED
  • Must NOT have one of the following Contractor States:

    • Never Send

    • Not Applicable
    • Cancelled

Note: The button will only be displayed if the TeamWorks Contractor Integration licence is present
  • Remove From Contractor

In order for the Remove from Contractor button to function, the current Task must meet the following criteria:

  • Must have one of the following Task Status:
    • ACTIVE
    • ASSIGNED
  • Must NOT have one of the following Contractor States:

    • Never Send

    • Not Applicable
    • Cancelled

Note: The button will only be displayed if the TeamWorks Contractor Integration licence is present