\uD83D\uDCD8 Instructions
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Skills derived from Documents uploaded to a Staff Contact are one of the links between Service Resource Skills and Preferences which are used in finding suitable Support Workers to assign to Service Appointments. |
This process is for syncing Skills linked to a Document Type to Skills a Service Resource has.
Service Resource Skillsneed to be added as records manually on theService Resourcerecord
Document Type Skillsneed to be added manually to theDocument Typerecord.
From the
Contactrelated to theService Resource, use the Manage Documents QA to add a Document.Go back to the
Service Resourcerecord, refresh the page and theService Resource Skillsend date will populate on the inherited Expiry Date from the uploadedDocument VersionNote, there is a Sync Skills End Date QA on the
Service Resourcerecord. You can use this to sync dates as a manual trigger. There is a near in real-time process that runs in the background.
Upload Documents that align with assigned Service Resource Skills
Navigate to a Staff Contact Record and click
Manage DocumentsQuick Actions
Upload Documents that have the necessary skills assigned to them that are required on the Service Resource Record.
In this example, the Service Resouce is required to be Vaccinated, we have added assigned a Vaccinated
Service Resource Skill.
When you upload a Vaccination document, the Service Resource Skill record will inherit the Document Expiry Date (if applicable) as the End Date.
When a new
Document Versionis uploaded, you will need to navigate to the relatedService Resource Recordand click the Sync Skill End Dates Quick Action. This will ensure that the skills are up to date which is important for scheduling.
Your Service Resource is now ready to be assigned to Service Appointments that require specific skills.