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
Navigate to All > Field Service > Equipment Resources > Equipment Instances.
Open an equipment instance.
Open the Resource Skills related list.
Select New.
On the form, fill in the fields.
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. Select Submit.
Result
The skill is added to the equipment instance.