Add skills to a crew

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • Add skills to a crew so you know what crews are right for work order tasks that require unique skills.

    Antes de Iniciar

    Role required: wm_crew_moderator

    Procedimento

    1. Navigate to All > Field Service > Manager > My Crews.
    2. Open a crew from the list to which you want to add skills.
    3. In the Skills related list, select Add.
    4. Select the Lock lock icon.
    5. In select target record, search for the skill you want to add to the crew.
      Nota:
      You can add more than one skill per line, but if you do you can't add a skill level for skills that are on the same line.

    6. Opcional: Select a skill level.
    7. In Quantity, select the number of agents in the crew that have that skill.
      Nota:
      The size of the crew must be greater or equal to the quantity of skills assigned to the crew. You can’t have more skills assigned to a crew than there are agents in the crew.
    8. Select Submit.