Set Up Skills

Set Up Skills

Skills indicate the professional capabilities of the field technicians. When a work order is created, the skills required to accomplish the work order are added. Later, the technicians or crew are assigned to the service appointment based on their skills.

Create Skills 

To add a skill:
  1. Navigate to Setup > Workforce > Skills and click New Skill.
  2. Enter the following details, then click Create:
    1. A name in the Skill Name field.
    2. A Description of the skill.

Deactivate Skills 

To deactivate a skill:
  1. Navigate to Setup > Workforce > Skills.
  2. Hover over the name of the skill and click the deactivate [] icon.
  3. Click Proceed in the confirmation message.

Assign Skills to Technicians 

Refer to this section for  details of how skills are assigned to field technicians.

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