This task requires a manager, vice president, CEO-Business Manager, System Administrator, or System Customizer security role A defined set of privileges. The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system. or equivalent permissions. More information about specific permissions and performing this task while offline: Service Scheduling Permissions
This procedure assumes that no selection rules have been created previously for this service. For more information about different types of selection rules, see Types of Selection Rules.
In the Navigation Pane, click Settings, click Business Management, and then click Services.
In the list of services, open the service to which you want to add a selection rule.
On the Service form, click the Required Resources tab, and then double-click the first selection rule in the right pane.
Selection rules appear in the tree beside .
In the Edit a Selection Rule dialog box, enter the following information.
Quantity
Select the number of resources required for the service. If you select All, then all of the selected resources are included in the service activity.
Description
Enter any additional information about the scheduling rule you want to record.
Selection Site
This option defines whether the resources must all be from the same site, or if they can be from any site in the business unit. This option is only available in the top-level selection rule.
To add individual users, facilities, equipment or teams to the selection rule, click Add Resources.
In the Look Up Records dialog box, select the records you want to add. You can add as many records as you want, and they can be a mix of individual users, facilities, equipment, and teams.
To add resource groups to the selection rule, click Add Resource Groups.
In the Look Up Records dialog box, select the records you want to add. You can add as many records as you want.
If you select multiple users in the Look Up Records dialog box and click OK, the Save the selection as a Resource Group dialog box opens. If you want to create a resource group from the selected resources, click Yes, save the selection as a resource group with the name, enter a name in the box, and then click OK. The new resource group appears in the selection tree.
After you set up the selection rule, create a service activity for the service rule and check the search results to verify that the results are what you expect.
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Under the Common Tasks, you can add resources.