Editing Resource Matching Criteria
If no Resource matches are found when you use the Recommend Resources option, you can edit Resource-matching criteria such as Credential Category relative importance, credentials, and skill levels and try again.
To edit Resource matching criteria:
1. At the top of the Scheduler Calendar, click Edit Resource Matching.
2. In the Edit Resource Matching dialog box, to temporarily modify the default requirements and weighting defined in the Credential Categories and Job Requirements for the selected Job, do either of the following:
◦ In the Credential Category column, in the Weight field, adjust weighting values and select or clear the Required check box.
◦ In the Requirements & Criteria column, modify credentials as needed and increase or decrease the Minimum Level/Value field value.
3. To add new criteria, click Add New Category, select a Credential Category, and then specify a weight and minimum level and click Required if needed.
4. To delete newly added criteria, hover over the criteria and click Delete (
), or to remove newly added Credential Categories, hover over the category and click Remove (
).
), or to remove newly added Credential Categories, hover over the category and click Remove ().5. To regenerate Resource recommendations, click Find Matching Resources.
Editing Resource Matching Criteria in Classic Mode
 | The Classic user interface retires on November 8, 2026. All features are available in the Service Board Modern interface. We recommend switching to Service Board Modern at your earliest convenience to access the latest features. |
If no Resource matches are found when you use the Recommend Resources option, you can edit Resource-matching criteria such as Credential Category relative importance, credentials, and skill levels and try again.
To edit Resource matching criteria:
1. At the top of the Scheduler Calendar, click Edit Resource Matching.
2. In the Edit Resource Matching dialog box, to temporarily modify the default requirements and weighting defined in the Credential Categories and Job Requirements for the selected Job, do either of the following:
◦ In the Credential Category column, in the Weight field, adjust weighting values and select or clear the Required check box.
◦ In the Requirements & Criteria column, modify credentials as needed and increase or decrease the Minimum Level/Value field value.
3. To add new criteria, click Add New Category, select a Credential Category, and then specify a weight and minimum level and click Required if needed.
4. To delete newly added criteria, hover over the criteria and click Delete (), or to remove newly added Credential Categories, hover over the category and click Remove ().
), or to remove newly added Credential Categories, hover over the category and click Remove ().5. To regenerate Resource recommendations, click Find Matching Resources.
Related Topics