Service Team › Staff Members Replacement (Services) › Replace Staff Members (Service)

Replace Staff Members (Service)

Use the staff page of service team to replace staff members assigned to your investment. Generates a list of resources who share the same role and availability as the resource being replaced. You can replace a resource using the staff or detail page.

Use the method for an availability score to select the resource best suited in terms of availability to replace the other. An availability score is generated for each of the resources to which you have access. The score indicates the close match between the replaced and replacing resources. The availability is based on the duration of the assignment and the daily availability of the resource. Generally speaking, the higher the score, the closer the match.

For more information, see the Project Management User Guide.

Use the find resources page to replace staff members. This page lists all the resources to which you have access.

Availability

Identifies the assignment period and the number of hours the resource you are replacing was allocated to your service. Both the dates and the hours allocated are transferred to the new replacement.

Availability Match

Displays a score that factors in the work period and the availability of each resource. Suppose, no skill specifications are added to your search criteria. The Total Match column duplicates the Availability Match score and the Skill Match column becomes blank. If you search by skills and availability criteria, the Total Match column displays an average of the two scores.

The following message appears at the top of the page:

Match scores can be inaccurate if availability dates do not fall into the following range: ddmmyy - ddmmyy

The message indicates that if a discrepancy exists between the date range in the message and the dates in the Availability field, the Availability Match score can be inaccurate.

Example: If the dates in the Availability field are 9/1/05 - 2/7/06 and the date range in the message is 9/7/11 - 9/7/12, a comparison cannot be found for any resource. This situation lowers the overall availability match scores.

Follow these steps:

1. Open the service, and click Team.

   The staff list page appears.

2. Next to the name of the resource to replace, click the Resource Finder icon.

   The find resources page appears.

3. Select the check box next to the resource to replace the previous resource, and click Replace.

   The confirmation page appears.

4. Click Yes.