Table of Contents
Data Accuracy #
Essential Practices
- Keep contact info current
- Update skills regularly
- Document all training
- Review quarterly
Employee Development #
Support Growth
- Regular skill assessments
- Training opportunities
- Career path discussions
- Mentorship programs
- Recognition systems
Troubleshooting Workforce Issues #
Common Problems #
Engineer Not Available for Dispatch
- Check active status
- Review time off records
- Confirm GPS settings
Skills Not Matching Jobs
- Verify skill names exactly match
- Check proficiency levels
- Confirm certification dates
- Review job requirements
Training Not Updating Skills
- Ensure training linked to skills
- Check effective dates
- Verify approval status
- Update proficiency manually
Integration with Operations #
Dispatch Integration #
Workforce setup affects dispatch:
- Available engineer
- Skill-based matching
- Travel time calculation
Reporting Integration #
Workforce data drives:
- Utilization reports
- Training compliance
- Skill gap analysis
- Performance metrics
Next Steps #
With workforce configured:
- Set Up Inventory – Assign trunk stock
- Configure Dispatch Board – Set up views and filters
- Test Assignments – Verify skill matching works
- Train Engineers – On mobile app usage
A properly configured workforce ensures optimal service delivery, compliance with regulations, and employee satisfaction while maximizing operational efficiency.
