Audience: Dispatchers
Add skills that can be assigned to workers. Skills describe resources’ technical abilities and are part of work order (WO) requirements.
Follow the UI path
All following instructions start from this system path:
Configuration > Core > Skill Management > Skills.
Add a skill
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On the Skills management page, click + Add Skill.
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In the Skills window, enter:
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Code: The skill’s internal code.
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Description: The skill’s description
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Team leader level: The team leader’s level at the master data level assigned to the resource.
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Multiple: Whether to allow multiple secondary skills to be assigned to this primary skill.
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Enable this option if you want to add secondary skills to this skill.
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Automatic: Whether this skill can be automatically assigned to resources.
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Kit: What kits the skill is associated with.
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Order: The skill’s order in the automatic scheduling logic.
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Visible: Whether to activate the skill.
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Click Save.
Set skill definition
To have enough specialized technicians to complete a work order, define the skills required for an intervention:
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In the Skill types table, click the Three dots menu for a desired skill.
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Click Change association skill qualification.
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In the Associate skill qualification window, drag skills from the Available column into the Associate column.
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Click Save.
What’s next
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To add secondary skills to a primary skill, see Add secondary skills.