Enter Service Resource Group
Explanation
Perform this activity to create a service resource group. A service resource group is used for planning and
scheduling purposes.
Resource groups can be of different types:
- Crew Groups are used in service management and asset management to plan and to allocate crews for different
jobs.
- Person groups are crucial for planning people and often define a group of persons that can perform the same
type of job. The group can be off different competencies within your business such as technicians, electricians,
welders, engineers, etc.
- Tool/equipment groups, like person groups, often define groups of equipment that can be used to perform the
same type of work.
A resource group can be connected to other resource groups and be included in a resource structure.
When creating the service resource group using the assistant, it is possible to enter the initial company, site and
maintenance organization where this resource group will be used. It is also possible to define cost and sales
information as well as qualifications for the group.
A resource group created in the New Service Resource Group assistant will
automatically be set to Use in Service, which means that it can be used for planning and
scheduling in service management.
Prerequisites
- Sales Part(s) has to be defined.
- Job(s) has to be defined in Human Capital Management.
System Effects
- A service resource group of type Crew Group, Person Group or Tool/Equipment Group is created.
- Service resource groups for Crews, Persons and Tool/Equipment groups can be used to plan on work tasks and
work task - service.
- If cost has been entered, then it is possible to get cost when planning and reporting against a work
task.
- If a sales part has been entered, then it can be used when invoicing for the work performed by the
resource.
- If a job has been defined, then it can be used to define qualifications required to perform the planned job
and to find matching persons to allocate to the work.