To be able to assign a resource to tasks, some mandatory settings must be setup:
Setting resource skills.
Setting the “Cannot be assigned” switch
Setting the “Resource active” switch
Setting resource skills
make sure all the following attributes are correctly set:
Set the resources skills for task assignment. This will determine to which tasks
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this resource can be assigned
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Languages .
From: Manager > Rolodex tables > Resources > Magnifying glass > Skills for task assignment:
Languages or Language pairs (source and target)
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the resource can be assigned to (Fig 1)
Task types
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Order types he can do (Fig 3)
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Setting the resources Languages skills:
Click on the Languages button (fig 1)
Enable / Disable the languages according to the resources skills (fig 2)
Click Close (fig 3)
Setting the resources Task types:
Click on the Tasks button (fig 1)
Enable / Disable the Task types according to the resources skills (fig 2)
Click Close (fig 3)
Setting the resources Order types:
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Click on the Tasks button (fig 1)
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the resource can be assigned to (Fig 2)
Order types the resource can be assigned to (
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Fig 3)
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Once the resources skills are set, only relevant resources will be displayed in the resource pull-down menu when assigning resources to tasks.
Setting the “Cannot be assigned” switch
| Note |
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Without setting these skills, the resource cannot be assigned to any task |
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2. Make sure the “Cannot be assigned” switch is switched off.
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Setting the “Resource active” switch
When this switch is on, the resource cannot be assigned to tasks, even if his resource skills are correctly set.
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3. Make sure the “Resource active” switch is switched on.
When this switch is off, the resource cannot be assigned to tasks, even if his resource skills are correctly set:.
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