Resources

Before start making Service Order, we need to enter technician or resources first as a master data in Resources Menu shown below.

• Go to Main Menu >> Services >> Planning >> Resources
• Click on New Resource to create staff.

• In the resource page you need to enter some fields as follows.

• Input resource details

• Resource Name : A name of staff or machine.
• Resource Type :

• Machine
• Human

• Employee : This can be link to the existing employee created earlier.
• User : In case this staff has a user to login into the system.
• Skill Level : We can mention a skill level for each staff which can be created earlier from

Settings >> Skill Levels.

• Product Category : To mention Product Category this staff can take care.
• Regions : To mention which Region this staff can perform the task.

• Note: Since in Service Order, there will be a warning when allocate staff who is not completely matched with a skill, Product and Region required in that job, we may need to mention those fields in each resource.