Add and manage driver skills

You can define skills for your drivers that work as constraints when planning orders. For example, if all drivers/technicians make installations but only certain ones can do maintenance and repairs, you can create these two skills in the system. In this article, we will show you how to create and apply driver skills. 

Who can use this feature
	All plans
	Users that have administrator privileges
	All regions

Creating skills

You can create unlimited skills for drivers. Skills are constraints that determine which orders can be given to which drivers. 

To create skills: 

1. Go to Administration→Drivers from the top menu
2. From the left menu, go to Drivers→Skills
3. Click "Add skill" at the top of the skill table
4. Enter skill code 
5. Enter the skill name 
6. Enter an optional description to let people know what this skill is used for

Each skill requires a skill code which will be used for importing skills and will also be used when assigning them to drivers. 

remember that these will serve as constraints when route planning and may disqualify drivers from receiving certain orders that do not have matching skills. 

Remember that skills will serve as constraints when route planning and may disqualify drivers from receiving certain orders that do not have matching skills.

Examples of skills

Skills are used to differentiate drivers from one another based on certain criteria. Examples of skills can be things like: 

• Language skills
• If two or more drivers are necessary
• Job type specialization
• Certifications

You can even use skills to assign drivers to orders based on things like postal codes. 

Assigning skills

In order for skills to be used properly, they need to be assigned to both drivers and orders. 

Assigning skills to drivers

To assign skills to drivers:

1. Go to the Administration→Drivers
2. Double-click on the driver you want to add a skill to
3. When the driver detail window appears, choose "Skills" from the left menu
4. Select the skills you want the driver to have

You can also assign skills to drivers in bulk by selecting multiple drivers at a time and clicking "Edit drivers". 

Assigning skills to orders

To assign skills to orders:

1. Go to the Plan & Optimize→Orders
2. In the order table, choose the order you want to edit
3. When the order detail window appears, choose "Skills" from the left menu
4. Select the skills you want the order to have

You can also assign skills to orders in bulk by:

• Selecting multiple orders at a time from the order table and clicking "Edit Orders",
• Or by adding the skills to your import file. Separate multiple skills with a semi-colon (;) in the "Skills" column.

Routing results

The result of using skills will be that the orders with a certain skill will be matched to a driver that also possesses that skill. See an example of assignments below. 

Let's say we have three drivers: 

• Dave has Skill 1
• Jordan has Skill 2
• Maria has both Skill 1 and Skill 2

• Order A can go to either Dave or Maria because they both have Skill 1. 
• Order B can go to either Jordan or Maria because they both have Skill 2. 
• Order C can only go to Maria because she is the only one who has both Skills 1 and 2. 
• Order D cannot be assigned to anyone because no one has Skill 3.