Skills Overview in Workforce Optimization for Field Service
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.
Use cases
| User | Landing page use |
|---|---|
| Skill Admin [skill_admin] |
|
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
| Title | Type | Source table | Description |
|---|---|---|---|
| Assigned Users | User Skill [sys_user_has_skill] | The number of users who have the selected skill assigned to them. | |
| Assigned Tasks | Task Skill [task_m2m_skill] | The number of tasks for which this skill has been assigned. | |
| Pending Users | 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 | 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:
|
| 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
Procedure
- Navigate to .
-
Access Skills Overview from either the Teams application or the Shift
Scheduling application.
Application Actions Teams - Click the Teams icon (
).
- Select a team from the Field Service group list.
- Click the More tab and then select Skills.
- Select a skill from the Skill list.
Shift Scheduling - Click the Schedule icon (
).
- Click the Team calendar tab.
- Select an agent from the list of users.
- Click the More tab and then select Skills.
- Click the Teams icon (
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.