Add skills to a crew so you know what crews are right for work order tasks that require unique skills.
Before you begin
Role required: wm_crew_moderator
Procedure
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Navigate to .
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Open a crew from the list to which you want to add skills.
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In the Skills related list, select Add.
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Select the Lock
icon.
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In select target record, search for the skill you want to add to the crew.
Note: 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.
- Optional:
Select a skill level.
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In Quantity, select the number of agents in the crew that have that skill.
Note: 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.
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Select Submit.