Enabling Service Orders

This chapter provides an overview of service orders and discusses how to:

Define service order priorities.
Define service order defaults.
Create qualification profiles.
Create, update, and delete service order templates.

Understanding Service Orders

In PeopleSoft Resource Management, you use service orders to submit, track, and fulfill requests for services from external or internal customers. You create a service order to define the required services for a project and specify the criteria that the system uses to locate the appropriate resources.

Users with different roles in the organization have access to service orders. You specify a default value for service order priority at an organizational level. You can also specify other service order default values at an individual user level to speed service order entry.

This section discusses:

Service order priorities.
Service order defaults.
Qualification profiles.
Service order templates.

Service Order Priorities

Service order priorities define the importance levels that you can assign to service orders. Priority is an informational field; it does not control service order processing. You can filter service orders by priority on the Service Order Listing report. After defining priority levels, you can specify the priority default value that appears on all new service orders.

You must define service order priorities before you create service orders.

Service Order Defaults

A PeopleSoft user with the authority to create a service order can specify a default value for the owning business unit, owning organization, and the person responsible for staffing service orders. An administrator can specify default values for other PeopleSoft users. You can override service order default values on the service order.

Service order defaults are optional.

Qualification Profiles

A qualification profile predefines the standard traits for a specific job role, such as project manager or sales consultant, and stores them as a template for future use. A user who creates new service orders can use qualification profiles to identify the qualifications that are necessary for each resource request. When a qualification profile is selected, it populates the resource request with the competencies, desired levels of proficiency, importance settings, and accomplishments as defined on the qualification profile.

You can also associate a qualification profile with a project role in PeopleSoft Program Management. Then when you select the project role on a resource request, the competencies and accomplishments for the associated qualification profile automatically appear in the Qualifications region of the request. This association of qualification profiles with project roles is especially useful when you create service orders or initiate express searches for generic resources in Program Management.

The setID is a key field on the qualification profile. You can select a qualification profile on a resource request if the business unit on the service order shares the same setID as the profile. Create qualification profiles with a shared setID if you have multiple business units that deliver identical services.

Qualification profiles are optional.

Service Order Templates

A service order template reduces the amount of work needed to create a service order by populating many of the fields with values that you define in advance. A service order template can include service order summary information and details for resource request lines.

Service order templates are optional.

Defining Service Order Priorities

To define service order priorities, use the Service Order Priority component (RS_SO_PRIORITY).

This section discusses how to establish or modify service order priorities.

Note. This section is required. You must complete the tasks that are discussed in this section to enable service orders in PeopleSoft Resource Management.

Page Used to Define Service Order Priorities

Page Name	Object Name	Navigation	Usage
Service Order Priority	RS_SO_PRIORITY	Set Up Financials/Supply Chain, Product Related, Resource Management, Service Order Priority	Establish or modify service order priorities.

Establishing or Modifying Service Order Priorities

Access the Service Order Priority page and enter a unique priority code.

Sequence Number	Enter the relative importance of the priority. Assign the lowest number to the highest priority.
Description (short)	Enter the name of the code.
Description (long)	Enter a detailed description of the code.

Defining Service Order Defaults

To define service order defaults, use the My Service Order Defaults component (RS_OPR_OPTIONS_EM) or the Service Order Defaults component (RS_OPR_OPTIONS).

This section lists a prerequisite and discusses to how to specify service order default values.

Note. This section is optional. If you do not plan to use service order defaults in PeopleSoft Resource Management, you do not need to complete the tasks that are discussed in this section.

Prerequisite

You must define an organizational tree before you can define service order default values.

See Defining the Organization by Using Trees.

Pages Used to Define Service Order Defaults

Page Name	Object Name	Navigation	Usage
Service Order Defaults for <user>	RS_OPR_OPTIONS	Resource Management, Define User Options, My Service Order Defaults Set Up Financials/Supply Chain, Product Related, Resource Management, Service Order Defaults	Specify default values for the person responsible for staffing the order, the owning business unit, and the owning organization for service orders entered by the user.
Service Order Owning Organization - Select an Organization	RS_ORGTREESEL_SEC	Click the Select an Organization lookup button on the Service Order Defaults for <user> page. Click the Advanced Search or the Basic Search link.	Enter the default owning organization for service orders that are entered by the user.

Page Name

Object Name

Navigation

Usage

Service Order Defaults for <user>

RS_OPR_OPTIONS

Resource Management, Define User Options, My Service Order Defaults
Set Up Financials/Supply Chain, Product Related, Resource Management, Service Order Defaults

Specify default values for the person responsible for staffing the order, the owning business unit, and the owning organization for service orders entered by the user.

Service Order Owning Organization - Select an Organization

RS_ORGTREESEL_SEC

Click the Select an Organization lookup button on the Service Order Defaults for <user> page.

Click the Advanced Search or the Basic Search link.

Enter the default owning organization for service orders that are entered by the user.

Specifying Service Order Default Values

Access the Service Order Defaults for <user> page.

Responsible For Staffing

Enter the staffing coordinator or other person responsible for fulfilling the service order. The person responsible for staffing receives new service orders submitted by the user. The service orders appear on the Fulfill Orders tab of the Staffing Workbench. In addition, if the service order workflow option is enabled on the Resource Management Options page for the service order business unit, the person who is responsible for staffing also receives a workflow notification for new orders submitted by the user.

Owning Business Unit

Enter the business unit to appear as the default owning business unit for new service orders entered by the user. This value determines the organizational tree from which you can select the default owning organization.

Note. You must select an owning business unit before you can select an owning organization.

Owning Organization

Enter the organization to appear as the default owning organization for new service orders entered by the user. This is the organizational unit that is responsible for the order, such as an organization that sells services to a customer and must ensure that the order is fulfilled.

Note. You cannot type the default Owning Organization field value; you must select it from the organizational unit tree on the Service Order Owning Organization - Select an Organization page that you access by clicking the Select an Organization lookup icon.

See Defining Owning Organizations.

Creating Qualification Profiles

To create qualification profiles, use the My Qualification Profiles component (RS_RESRC_TEMPLT_SC) or the Qualification Profiles component (RS_RESRC_TEMPLT).

This section provides an overview of the steps to create a qualification profile and discusses how to create and update qualification profiles.

Note. This section is optional. If you do not plan to use qualification profiles in Resource Management, you do not need to complete the tasks that are discussed in this section.

Understanding the Steps to Create a Qualification Profile

Follow these steps to create a qualification profile:

Enter the setID for the qualification profile if you are building profiles that users in the same setID share.

The setID value is your HR business unit if you are creating a qualification profile for your own use.
Enter the name of the qualification profile.
(Optional) Define the job tasks associated with the qualification profile if you are using PeopleSoft Human Resources Management (PeopleSoft HRMS) as the employee source database.
Complete all of the information that is relevant to the qualification profile.

Pages Used to Define Qualification Profiles

Page Name	Object Name	Navigation	Usage
Qualification Profile	RS_RESRC_TEMPLT	Resource Management, Define Templates, Qualification Profiles Resource Management, Define Templates, My Qualification Profiles	Create or modify qualification profiles for other users (if you are an administrator) or for yourself.
Competencies	RS_RESRC_TMPL_COMP	Click the Add Competency button on the Qualification Profile page.	Add, delete, or modify competencies on the qualification profile.
Delete Confirmation	EO_DEL_CONFIRM	Click Delete on an accomplishment row on the qualification profile.	Accept or cancel the action to delete an accomplishment from the qualification profile.

Creating and Updating Qualification Profiles

This section discusses how to build or modify qualification profiles for your own use or to share among specific setIDs. You can specify:

The profile description.
The job task in PeopleSoft HRMS that is associated with the profile.
Profile competencies.
Profile accomplishments.

Defining the Profile Description

Access the Qualification Profile page.

At the prompt, select the appropriate setID if you are building a qualification profile for users in a setID to share. The setID value is your HR business unit if you do not have access to build qualification profiles for other setIDs.

Go to the Profile Description group box.

Description	Enter a description so that users can identify the profile.
Comments	Enter relevant comments such as the profile's purpose, the type of resource it represents, its creator, or the date of the last modification.
This qualification profile is for my personal use only. Do not make this profile visible to any other users.	Select this check box to make the qualification profile visible to the current user only. Clear to make the profile visible to all users who belong to a PeopleSoft business unit with access to the setID.

Defining Role Competencies

This group box displays if you use PeopleSoft HRMS as the only employee source database.

Job Task

Enter the job task that is associated with the qualification profile. When you search for a PeopleSoft HRMS job task to associate with this qualification profile, the setID controls the available tasks. The job tasks that are available to associate with the qualification profile have the same setID as the profile.

Get Role Competencies

Click this button to populate the profile with competencies and accomplishments that are associated with the role. The detailed competencies and accomplishments for the role appear in the Profile Competencies and Profile Accomplishments group boxes on this page.

Use this button to create a new profile or to add competencies and accomplishments from a role in PeopleSoft HRMS to an existing qualification profile. Changes to a role in PeopleSoft HRMS do not automatically update the qualification profile.

Defining Profile Competencies

You can modify the competency values that were populated with PeopleSoft HRMS values if you associated the qualification profile with a job task.

Competency	Enter the appropriate competency. Click the Look up Competency icon to search for a specific competency by competency, description, or category. Competency values are maintained in the employee source database.
Description	Displays the description of the competency. Description values are maintained in the employee source database.
Proficiency	Enter the desired level of proficiency that the resource should possess for this competency.
Years of Work Experience	Enter the number of years of work experience that the resource should possess for this competency. You can select from no years to 9+ Years.
Importance	Enter Desired or Required to indicate how important it is for the resource to possess the specified proficiency and number of years of experience for the competency. Designating a competency as required indicates that you will not consider a resource without at least the specified proficiency and requested number of years of experience.
Add Competency	Click to access the Competencies page where you can access the Competency tree (COMPETENCY) and select competencies from competency categories. Alternatively, you can search for a competency by key word or letters. Add, delete, or modify competencies and interests as required, and click Return to Qualification Profile to return to the Qualification Profile page.

See Modifying Resource Competencies and Interests.

Defining Profile Accomplishments

In the Accomplishment field in each of four group boxes—Degrees, Languages, Licenses, and Memberships—select the appropriate accomplishments from the list of all accomplishments stored in the employee source database.

You select an importance rating—desired or required—for each accomplishment. Designating an accomplishment as required indicates that you will not consider a resource without at least the requested accomplishment.

Degrees	Specify a major code for each selected degree, and specify its importance.
Languages	Specify the level of proficiency that the resource should possess to speak, read, and write the selected languages. Indicate the importance of all three.
Licenses	Specify an issuing country and state for the selected licenses. Indicate the importance of both.
Memberships	Specify the importance of each selected membership.
Delete	Click a button to delete the corresponding row from the accomplishment grid. The Delete Confirmation page appears for you to confirm or cancel the action.

Creating, Updating, and Deleting Service Order Templates

This section discusses how to:

Create or update service order templates.
Delete service order templates.

Note. This section is optional. If you do not plan to use service order templates in Resource Management, you do not need to complete the tasks that are discussed in this section.

Pages Used to Create, Update, and Delete Service Order Templates

Page Name	Object Name	Navigation	Usage
Service Order Template - Resource Request	RS_SO_TMPLT_REQS	Resource Management, Define Templates, Service Order Template	Store common resource request details that you can use to populate new service orders.
Service Order Template - Order Summary	RS_SO_TMPLT_SUM	Resource Management, Define Templates, Service Order Template, Order Summary	Store common service order summary information that you can use to populate new service orders.
Resource Management User Options - Select an Organization	RS_ORGTREESEL_SEC	Click Owning Organization on the Order Summary page. Click Advanced Search or Basic Search.	Select the default organization that is responsible for delivering services.
Service Order - Additional General Information	RS_SO_SUMM_MORE	Resource Management, Define Templates, Service Order Template, Order Summary, Additional General Information, Service Order - Additional General Information	Enter values for flexible resource attributes for the resource request line on the template.
Service Order - Location and Contact Details	RS_REQ_LOCCNTC_SEC	Resource Management, Define Templates, Service Order Template, Order Summary, Change Location/Contact Information, Service Order - Location and Contact Details	Enter location and contact information for the resource request line on the template.
Delete Service Order Template	RS_SO_DELTEMPLATE	Resource Management, Define Templates, Delete Templates	Delete a service order template.

Creating and Updating Service Order Templates

This section discusses how to:

Define resource request template details.
Define the order summary template.

Defining Resource Request Template Details

Access the Service Order Template - Resource Request page.

Template ID

Assign a unique service order template ID when you access the Service Order Template component (RS_SO_TMPLT).

Note. All service order IDs and service order template IDs must be unique.

Customer ID

(Optional) Enter a customer ID.

Resource Request

(Optional) Enter information in any resource request field that commonly appears in recurring service orders.

See Defining Resource Requests.

Defining the Order Summary Template

Access the Service Order Template - Order Summary page.

Order Information

Enter order information that commonly appears in recurring service orders. The field values that you enter here appear in the order summary on new service orders when you use the template to create a new service order.

Note. You cannot type the default Owning Organization field value; you must select it from the organizational unit tree on the Resource Management User Options - Select an Organization page that you access by clicking the Select an Organization lookup icon.

See Entering Order Summary Information.

Additional General Information

Click this link to enter additional attribute values for an individual resource request line.

See Adding Additional Resource Request Information.

Change Location / Contact Information

Click this link to specify a different location or contact for an individual resource request line.

See Changing Locations or Contacts.

Deleting Service Order Templates

Access the Delete Service Order Template page.

Template ID	Enter the template to delete from the Delete Template search page.
Delete	Select the Delete check box to delete the template.
Save	Click Save to perform the action.

Existing service orders are not affected when you delete a service order template.

Note. Resource Management users share service order templates; therefore, only system administrators should have permission to delete the templates.