Skills Overview in Workforce Optimization for Field Service

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read
  • Use Skills Overview to analyze skill data, such as how many skills are assigned to users and tasks. You can also see how many experts you have for a particular skill and the overall skill coverage by your teams.

    The following image illustrates the information displayed on the Skills Overview main page, which includes different types of data based on skill such as the overall skill coverage and a skills hierarchy.Skills Overview with user and skill information organized in tiles. Additionally, there is a pie chart depicting skill coverage.

    Use cases

    User Landing page use
    Skill Admin [skill_admin]
    • Analyze all experts available for each skill.
    • Drill down into the skill hierarchy.
    • Number of skills assigned to users and tasks.
    • Mean time taken to resolve incidents for that skill.
    • Visualize how many users you have at different skill levels.

    Indicators

    MTTR of incidents of skill - Mean time taken to resolve incidents with this skill.

    Breakdowns

    The data displayed in the MTTR of incidents of skill indicator is calculated based on the skill used to resolve the incident.

    Reports

    Important:
    The Pending Users and Assigned Tasks reports display when you enable the Coaching with Learning application from the ServiceNow® Store. To enable this application, seeActivate Workforce Optimization for Field Service.
    Title Type Source table Description
    Assigned Users Assigned Users icon. User Skill [sys_user_has_skill] The number of users who have the selected skill assigned to them.
    Assigned Tasks Assigned Tasks icon. Task Skill [task_m2m_skill] The number of tasks for which this skill has been assigned.
    Pending Users Pending Users icon. Pending Users [sn_lc_learning_task] The number of users who are yet to be assigned the selected skill from the learning task.
    Course Items Course Items icon. Learning Course Item [sn_lc_course_item] The number of internal and external courses that have the skill associated with the course item.
    Skill Overview Container Visualization components None Contains the following components:
    • Reports
    • Mean Time to Resolution (MTTR) indicator
    • Skill Coverage pie chart
    • Content tree
    • Skill Experts components
    Skill Tree Connected Tree None The skills hierarchy. If the selected skill does not have a skill hierarchy then the component will not display on the Skill Overview page.
    Skill Experts List None All users who are at the expert level for the skill.
    Skill Coverage Pie chart None The percentage as well as the number of users with different levels of expertise for the skill.

    Access Skills Overview from Manager workspace

    Access Skills Overview from Manager Workspace using either the Scheduling application or the Teams application to analyze skill data.

    Before you begin

    Role required: skill_admin

    About this task

    You can access Skills Overview from Manager Workspace using the Teams or Shift Scheduling application.
    Note:
    You must enable the Coaching with Learning application to view the reports from the application. For information about enabling this application, see Activate Workforce Optimization for Field Service.

    Procedure

    1. Navigate to All > Workspaces > Manager Workspace.
    2. Access Skills Overview from either the Teams application or the Shift Scheduling application.
      ApplicationActions
      Teams
      1. Click the Teams icon (Teams icon.).
      2. Select a team from the Field Service group list.
      3. Click the More tab and then select Skills.
      4. Select a skill from the Skill list.
      Shift Scheduling
      1. Click the Schedule icon (Schedule icon.).
      2. Click the Team calendar tab.
      3. Select an agent from the list of users.
      4. Click the More tab and then select Skills.

    Result

    Skills Overview displays the skill data, such as how many skills are assigned to users and tasks along with the data providing the number of experts for a particular skill and the overall skill coverage by your teams.