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.

For information about how Intelligent Staffing uses match priorities and field weightings, see How Intelligent Staffing Works.

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
Cost Rate Priority  

Determines the priority of cost rate when matching and ranking resources with Intelligent Staffing. Unlike other priority fields, by default, this field is blank and optional. The highest priority is 1, the next highest is 2, and so on. Priority values must be unique for all priority fields.

Note:

Ranking by cost rate is only available if you have read permission for the following fields:

  • On the Contact object:
    • Contact Currency
    • Default Cost Rate
    • Default Cost Rate is Daily Rate
    • Work Calendar
  • The Standard Hours Per Day field on the Work Calendar object.
  • The Cost Rate Priority field on the Resource Search Settings object. This is required if you use resource search settings records.
Filter Fields Priority * Determines the priority of Role, RPG, Worked With Customer, Preferred Resource, and resource search 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 the filter values of any resource search fields that are not weighted individually. Essential means the resource must match custom filter field values. Other possible values from most important to least important are Ideal, Desirable, and Suggested.

For information about how to weight resource search fields individually, see Weighting Resource Search Fields Individually.
Group Weighting * Determines how important it is that the resource matches the Group value. Essential means the resource's group must match the Group filter value. 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 resource's practice must match the Practice filter value. Other possible values from most important to least important are Ideal, Desirable, and Suggested.
Preferred Resource Weighting * Determines how important it is that the resource matches the Preferred Resource value. Essential means the resource must match the Preferred Resource filter value. 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 resource's region must match the Region filter value. 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 resource's role must match the Role filter value. 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.