Assign skills to field workers

AntsRoute offers a function for managing the skills required to carry out certain tasks. To do this, you can assign skills to each of your field workers. At the time of planning a work order, you can determine the skills that an agent must have in order to carry out the job.

• Step 1: Create skills
• Step 2: Assign skills to field workers
• Step 3: Assign additional skills
• Step 4: Determine one or more skills for carrying out a work order

Create skills

To start with, you need to create your skills in the settings. To do this, follow these simple steps:

1. Go to the “Settings” module.
2. Click on the “Skills” tab.
3. Enter the name of your skill.
4. Press the “Enter” key on your keyboard.

   

💡 You can delete skills by clicking on the “cross” button to the right of the skill name.

💡 If you want to edit a skill, you can double-click on it.

Assign skills to field workers

Once you have created the types of skills, you can select those held by each of your field workers.

1. Go to the “Resources” module.
2. Click on the “Field workers” tab.
3. Click on “...” and “Edit” from the table.

   

4. Click on “General information”.
5. Tick the boxes for the skills you want to assign to the worker.
6. Click on the “Save” button.

   

☝️ Good to know: You can create a new skill directly from this tab by clicking on the “Add a skill” button.

Assign additional skills

If necessary, you can assign additional skills to your field workers. Additional skills are skills that your workers possess on a one-off basis, i.e. on certain days of the week or on specific dates. Additional skills will be added to the default skills. To do this, follow these steps:

1. Go to the “Resources” module.
2. Click on the “Drivers” tab.
3. Click on one of your delivery drivers to view their details.

   

4. Open the “Woking hours, locations and skills” tab.
5. Select a week in the calendar.
6. Select “Additional skills”.
7. Click on the “Save” button.

   

☝️ Good to know: By clicking on the “Save” button, the data will be saved for the week selected. If you wish to save this data for the selected week and for all future weeks, you must click on the “Save and set as default” button.

Determine one or more skills for carrying out a work order

When planning a work order, you can determine one or more skills needed to carry it out.

☝️ Good to know: AntsRoute allows you to select several skills that a field worker must have in order to carry out a work order.

Method 1: Add work orders manually

Let's take the example of planning a work order from the “Schedule work orders” tab.

In the form for adding a task, in the “Skills” field, tick the skill(s) required to carry out the task. The task will be assigned to a technician with these skills.

Method 2: Import work orders

From your import file, you can also determine the skills required to carry out each job.

To do this, you need to add a “Comp_XXX” column with “XXX” corresponding to one of the skills you have defined in the “Skills” tab. For example, Comp_Gas corresponds to the skill entitled “Gas”.

Next, all you have to do is indicate whether the skill is necessary to carry out the job by entering “YES” in the cell. If the skill is not required, enter “NO”.