Assign skills and territories to a team member

Say which skills each schedulable person or piece of equipment has and which territories they cover, so scheduling offers the right people for each work order.

In the sidebar, open Settings, then choose Resource Constraints under Scheduling. The page address is /settings/org/schedule-constraints/resources.

A resource is a team member or piece of equipment that can be put on the schedule. This page attaches skills and territories to each one for the branch you are viewing.

Before you start

• The resources themselves are created elsewhere. If the person is not in the list, add them under Resources first; Add resource on this page only points you there.
• Create your skills and territories first; see Add a skill or certification for scheduling and Add a service territory.
• Anyone whose role can read scheduling resources can open the list. Changing constraints needs its own permission.

Steps

1. Find the person with Search resources and press Edit on their row. The Edit resource constraints drawer opens.
2. Under Skills, search and pick each skill the person holds. Use all current skills gives them every skill that exists today; skills you add later still have to be added by hand.
3. Under Territory coverage, choose Selected territories and pick the areas they cover, or All territories so they match every active territory, including ones you add later.
4. Press Save changes.

While creating a work order on the Schedule, a warning can offer a quick action to add the selected resource to a territory covering the service location. The action needs permission to update resources, adds that coverage immediately, and keeps every territory they already cover.

What you see

• The list shows each Resource with its Skills, Territories and when it was Updated. The column button can add Resource type, Status, Schedulable, Work hours and Timezone.
• Scheduling uses these constraints to check whether a person is eligible for work that requires a skill or falls inside a territory.

If something looks different

• The list says there are no schedulable resources yet: create a resource before assigning constraints. Press Add resource, then Go to resources.
• Skills says to create skills first, or Territories says to create territories: those lists are empty.
• Edit is missing on every row: your role can read resource constraints but not change them.

Open Resource Constraints