Use this window to alter the search settings and the search criteria's used when searching for a suitable resource to allocate. The window can be accessed from Allocate Resource which in its turn can be accessed from Active Work Orders, Active Routes or from the header in Service Request, Prepare Work Order, Report in Route. The window is also accessible for operations from the Job/Operations tab or the Operations tab in Service Request or the Prepare Work Order or for Tools & Facilities from the Tools & Facilities tab .
For the description of each tab in the window, follow the appropriate link:
General,
Settings,
Competency,
License.