There are a few basic settings used to feed certain data options downstream as work is created in the platform.

  1. From the Navigation menu, select Settings
    1. Regions tab: Add, Edit, or Delete your company regional structure here.  The names are free text and may represent any company labor structure or organization.  For example, a region may be ‘East Coast’ or ‘Virginia’ or ‘Network Techs’ etc.
      1. Connect these Regions to Users with the Regional Manager role if Regional Managers have been created.  Otherwise, you can return to make or edit the connection at any time.
    2. Skill Sets tab: The Skill Sets are assigned to Service Providers and used when Routing Work Events to ensure work is assigned to the most qualified and available Service Provider.  For example, your company offers ‘Network Cabling’ services.  This Skill Set is created here and assigned to Service Providers as appropriate. [see Creating a Service Provider on page 17].  There are two groups of Skills available here:
      1. Skills you define:  You may Add, Edit, or Delete the Skill Sets that are specific to the work your company performs.

Skill defined by a Customer:  If your ServiceDemand account is linked to a Customer account (optional and special configuration), the Customer’s Skills will link into here and display as from that Customer.  One of these Skills may be set as required in a Work Event from that Customer and thus your assigned Service Provider must have that Skill in their profile.