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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Add skills to an equipment instance

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.

    FieldDescription
    NameName of the skill.
    DescriptionDescription of the skill.
    Level typeThe type of skill required.
    ActiveEnables or disables the skill requirement.
  6. Select Submit.

Result

The skill is added to the equipment instance.