Add skills to an equipment instance

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Add skills to equipment to ensure only skilled, certified, or trained personnel are assigned the equipment.

    Before you begin

    Role required: wm_admin

    Procedure

    1. Navigate to All > Field Service > Equipment Resources > Equipment Instances.
    2. Open an equipment instance.
    3. Open the Resource Skills related list.
    4. Select New.
    5. On the form, fill in the fields.
      Table 1. Resource Skills Form
      Field Description
      Name Name of the skill.
      Description Description of the skill.
      Level type The type of skill required.
      Active Enables or disables the skill requirement.
    6. Select Submit.

    Result

    The skill is added to the equipment instance.