Add skills to an equipment instance

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

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

    Antes de Iniciar

    Role required: wm_admin

    Procedimento

    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.
      Tabela 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.

    Resultado

    The skill is added to the equipment instance.