When you configure a specific outcome cause, technicians can block a work order (WO) in the field and flag it for a skills review. Then back-office users can review and modify skills in the accounting monitor.
Prerequisites
You must have access to the Outcome Causes configuration menu.
Configure outcome causes
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Click Configuration > Core > Work Order Management > Accounting > Outcome Causes.
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Create a new outcome cause or select an existing one to edit.
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In the outcome cause details, set:
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Class to
Replanning. -
Causal Type to
Partial. -
Outcome Type to
Blocker.
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In the new Boolean field, set Enable Insufficient Skills to
true.-
Note: This field has a tooltip with the following description: "Assigns Work Orders (WO) to the Dynamic Skill process, allowing users to add new skills or tools to the specific WO record, if required."
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Save the outcome cause record.
Note: A validation message informs you of the necessary conditions to save a record. The Class, Causal Type, or Outcome Type must match the required values to save.
What's next
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See How to Add Unexpected Skills to a Work Order.
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See Understanding Override Skill Management.