Resource planning that matches skills, certifications and location
Put the right operative on every job automatically, based on their skills, certifications and preferred region.
What is the BORIS Resource Planner?
The BORIS Resource Planner suggests the best person for each job using attribute-driven matching: skills such as fire door installation or fire risk assessment, certifications such as DBS checks and NHS qualifications, and regional preferences.
Must-have skills can be flagged so only qualified people are offered for critical work, reducing travel time, manual scheduling and compliance risk.
Key features
- Smart matching on skills, certifications and availability
- Certifications such as DBS checks and NHS qualifications
- Regional matching to cut travel time
- Priority skill tags for must-have qualifications
- Combine several skill requirements per job
- Admins manage all user attributes from one setup panel
Related: All 20 BORIS features · NHS & healthcare · Pricing · Book a demo
Frequently asked questions
Can I stop unqualified staff being booked on a job?
Yes. Priority skill tags make a skill mandatory, so the planner only suggests qualified candidates.
Does the Resource Planner consider travel?
Yes. Regional matching assigns jobs within each user’s preferred geographic area.
Who manages skills and certifications?
Administrators control every user’s skills, certifications and preferences from the user setup panel.