Adding a skill to a job

Once a Service Order is created and a Job has been added, Skills can be incorporated to specify the expertise required to complete a Job. Users can customize the skills available within the Insight desktop client within Lookup Tables > Professional Skills


Skills are then used to pick the right professional to perform the work when scheduling the job. For jobs that have been scheduled, the Skills tab will show a list of resources assigned to the job.

 

Related Articles:

Adding a characteristic to a job.

Adding an item to a job.

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