Use this window to alter the search settings and the search criteria used when searching for a suitable resource to allocate. The window can be accessed from Resource Allocation Search dialog box in Allocate Resource which in its turn can be accessed from Work Order from the header in Prepare Work Order. From Work Task header in Work Task and from one or multiple records in Work Tasks. The window is also accessible for work tasks from the Service Request/Jobs and Templates tab or the Work Task tab in Prepare Work Order.
For the description of each tab in the window, follow the appropriate link: General, Settings, Competency, Certificates.
Manual Resource Allocation
Allocation and Monitoring
Allocate Resource Demands
Allocate Directly on Work Task
Allocate Resource
Reallocate Resource