Criteria

Contents

Criteria are elements that are used in the program to categorise resources and tasks. Tasks need criteria and the resources fulfil them. The following sequence is an example of how to use criteria: A resource is designated the criterion of "welder" (that is the resource fulfils the "welder" category) and a task requires the "welder" criterion to be carried out. As a result, when resources are allocated to tasks, workers with the "welder" criterion are used when allocating resources generically (not applicable to specific allocation). See the chapter on allocating resources to find out more about the different kinds of allocation.

Several operations can be carried out with criteria in the program:

Only the first function out of the three described above will be explained in this section. The two kinds of allocation will be dealt with later, the allocation of resources in the chapter on "Resource management" and the filtering function in the chapter on "Task planning".

Criteria administration

Criteria administration can be accessed from the administration menu:

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First level menu tabs

The specific operation to manage criteria is Manage criteria. The criteria available in the system can be listed by using this operation.

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List of criteria

The create/edit criterion form can be accessed by clicking on the Create button. A criterion can be edited by clicking on the edit icon.

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Editing criteria

The following operations can be carried out using the criteria editing form shown in the previous image:

The criteria administration form responds to the characteristics of the forms described in the introduction as 3 operations (save, save and close, and close).