Advanced Helpdesk - Resources

Once a Task has been logged it can be assigned to a Resource to complete the works. Each Resource can be assigned their own Time Record / s to record the details of each visit.

The list of available Resources can be viewed and filtered from this screen. Resources can be then be assigned to the Task.

Task Management > Advanced Helpdesk - Resources

The link will open the Advanced Helpdesk / Resources grids. They are grids that can be searched, sorted and customised as normal.

The top grid shows a list of available Resources. It is a grid that can be sorted and customised as normal.

Available from 5.5.0.0

Users can select as many, or few, of the filter options required to return the most appropriate list of Resources for the Task. As more options are selected, more criteria will be applied to the returned list of Resources and vice versa.

Note: The filter options selected will be stored against the user's system profile and will become their default options in all of the MRI Evolution pages listed above, until such time as they change the filter options selected.

Filter Option	Description
Ignore Building Restrictions	When this option is toggled ON it has the effect of ignoring one of the system's baseline filters, the filter that says the Resource must be assigned to work in the Building of the current Task. When this option is toggled OFF, only those Resources assigned to work in the Building of the current Task will be displayed. Note: This filter option is subject to user's granted Permission.
Include Off Duty Resources	This filter option is the same as the existing filter checkbox for 'Show Off Duty Resources'. It should behave in the same way. When this option is toggled ON the Resources marked as off duty will also be displayed. When this option is toggled OFF the Resources marked as off duty will be excluded. Note: This filter option is subject to ISM purchase key
Primary Supplier Only	By default, the Task Assignment pages show Resources that are linked to Suppliers that are Primary or Secondary Suppliers for the Contract of the current Task. When this option is toggled ON, Resources that work for the Secondary Supplier of the Task's Contract are excluded When this option is toggled OFF, Resources that work for the Primary and Secondary Supplier of the Task's Contract are displayed
Match Task Discipline	This filter option is the same as the existing filter checkbox for 'Discipline' but has been renamed. When this option is toggled ON, the list of Resources will only include those that have a Primary or Secondary Discipline that matches the Discipline of the current Task When this option is toggled OFF, the list of Resources will include Resources that don't have a Primary or Secondary Discipline that matches the Discipline of the current Task
Match Mandatory Task Skills	When this option is toggled ON, the list of Resources only include those that have Skills that match the mandatory Skill Requirements of the current Task, In order for the matched mandatory Skill to be considered valid, the following criteria must also be met: The Renewal Date of the Resource's Skill must be empty or has a date greater than the current date, at time of assignment The Resource's Competency Rating for the Skill must be greater than the Task's Minimum Competency Rating When this option is toggled OFF, the list of Resources include those that have Skills that do not match the mandatory Skill Requirements of the current Task, Note: It is possible to assign Resources to Tasks where the Resource does not meet the Skill Requirement, in a similar way that Building assignments can be bypassed.
Check Work Survey Status	When this option is toggled ON, the list of Resources includes only those that have a valid Survey Response (as defined by the Survey Template) to any Work Survey Templates, linked to the current Task, where the Work Survey Template: requires a response for each assigned Resource is compulsory to have a response before Task assignment When this option is toggled OFF, the list of Resources is not restricted to only those that have a valid Survey Response to a Work Survey Templates, linked to the current Task. Note: This filter option is subject to the Surveys purchase key
Check Supply Chain Survey Status	When this option is toggled ON, the list of Resources includes only those that have a valid Survey Response (as defined by the Survey Template) to any Supply Chain Survey Templates, linked to the current Task, where the Supply Chain Survey Template: is linked to the Resource or the Resource's Supplier requires a response for each assigned Resource is compulsory to have a response if it is suspended or missing When this option is toggled OFF, the list of Resources is not restricted to only those that have a valid Survey Response to a Supply Chain Survey Templates, linked to the current Task. Note: This filter option is subject to the Surveys purchase key

 

To add a new Time Record click New , to edit an existing Time Record click Edit . A pop up window will appear which will allow the creation or amendment of a Time Record.

Alternatively a Resource can be assigned by double clicking on the required Resource in the top grid.

The bottom grid shows a list of the Resources that have been assigned to the Task. It is a grid that can be sorted and customised as normal.

To edit an existing Time Record double click the required record.

For more information on Time Records see Advanced Helpdesk - Time Records

Advanced Helpdesk - Resources Additional Icons

To create Resources see Resources.