Resource Search Settings Fields

Here is a description of the fields that make up a resource search settings record. Some of these fields might not be visible or editable at all times, or in all package combinations.

Key: * – Mandatory field

Resource Search Settings Fields

Field		Description
Resource Search Settings Name	*	The name of the resource search settings record.

Match Priority

Resource Search Settings Fields - Match Priority

Field		Description
Filter Fields Priority	*	Determines the priority of Role, RPG, and custom filter fields when matching and ranking resources with Intelligent Staffing. The highest priority is 1, the next highest is 2, and so on. Priority values must be unique. The default value for this field is 1.
Skills Priority	*	Determines the priority of skill ratings when matching and ranking resources with Intelligent Staffing. The highest priority is 1, the next highest is 2, and so on. Priority values must be unique. The default value for this field is 2.
Availability Priority	*	Determines the priority of percentage availability when matching and ranking resources with Intelligent Staffing. The highest priority is 1, the next highest is 2, and so on. Priority values must be unique. The default value for this field is 3.

Field Weightings

Resource Search Settings Fields - Field Weightings

Field		Description
Custom Filter Fields Weighting	*	Determines how important it is that the resource matches custom filter field values. Essential means the custom filter field values must match. Other possible values from most important to least important are Ideal, Desirable, and Suggested.
Group Weighting	*	Determines how important it is that the resource matches the Group value. Essential means the Group filter value must match the resource's group. Other possible values from most important to least important are Ideal, Desirable, and Suggested.
Practice Weighting	*	Determines how important it is that the resource matches the Practice value. Essential means the Practice filter value must match the resource's practice. Other possible values from most important to least important are Ideal, Desirable, and Suggested.
Region Weighting	*	Determines how important it is that the resource matches the Region value. Essential means the Region filter value must match the resource's region. Other possible values from most important to least important are Ideal, Desirable, and Suggested.
Role Weighting	*	Determines how important it is that the resource matches the Role value. Essential means the Role filter value must match the resource's role. Other possible values from most important to least important are Ideal, Desirable, and Suggested.
Worked With Customer Weighting	*	Determines how important it is that the resource has worked with the customer. Essential means the resource must have worked with the customer. Other possible values from most important to least important are Ideal, Desirable, and Suggested.

Additional Settings

Resource Search Settings Fields - Additional Settings

Field	Description
Exclude Aspirational Skills and Certs	If selected, a resource's aspirational skills and certifications are excluded when matching resources. This checkbox is deselected by default.
Exclude Expired Skills and Certs	If selected, a resource's skills and certifications are excluded when matching resources if their expiration date is before the resource request's end date. This checkbox is deselected by default.
Skill or Cert Rating: Required Statuses	A comma-separated list of approval statuses that skill or certification ratings must have to be included in the resource matching process. By default, any status is valid.