Zoho FSM | Set Up Skills

Set Up Skills

Skills indicate the professional capabilities of the field agents. When a work order is created, the skills required to accomplish the work order are added. The agents or crew will later be assigned to the service appointment based on their skills.

Permission RequiredSkills
- Find out the Edition-specific limits for Skills.

Create Skills 

To add a skill:
  1. Navigate to Setup > Workforce > Skills and click Add Skill.
  2. Enter the following details, then click Create:
    1. A name in the Skill Name field.
    2. Description of the skill.

Manage Skills 

You can edit or delete the skills:
  1. Navigate to Setup > Workforce > Skills.
  2. Hover over the name of the skill for the Edit [], and Delete [] options.

Assign Skills to Users 

Refer to this section for details of how skills are assigned to users.

Delete Skills Assigned To Users

To delete the skills assigned to a user:
  1. Select Users from the Workforce menu and click the user whose skills you want to delete.
  2. Select the Skills tab.
  3. Hover over a skill and click the Delete ] icon.
  4. Click Delete in the confirmation message.

Assign Skills to Crews

Refer to this section for details of how skills are assigned to crews.

Delete Skills Assigned To Crews

To delete the skills assigned to a crew:
  1. Select Crew from the Workforce menu and click the crew whose skills you want to delete.
  2. Select the Skills tab.
  3. Hover over a skill and click the Delete [  ] icon.
  4. Click Delete in the confirmation message.

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