Specify characteristics for resources

Characteristics are skills or attributes that resources possess. For example, they can be used to indicate a license or certification is needed for certain types of work.

Add characteristics to work orders to list skills a resource needs to complete the job. It helps finding the right resources that have the matching characteristics when scheduling the work order.

Add characteristics

1. In Resource Scheduling, change to the Settings area.

2. In the Resource section, go to Skills.

3. Select New to add a characteristic.

4. Provide a Name and an optional Description.

5. Choose a Characteristic Type. You can choose between two options:

   • Skill: Classifies the characteristic as a skill that is rated with a proficiency level.
   • Certification: Choose between boolean true/false options for the characteristic.

Create a proficiency model

You can define rating values in a proficiency model that's used to indicate the skill level of a resource.

1. In Resource Scheduling, change to the Settings area.

2. In the Resource section, go to Proficiency Models.

3. Select New to create a new model or select an existing model.

4. Provide a Name for the rating model.

5. Set a minimum and maximum rating value and Save the rating model.

6. In the Rating Values section, select New Rating Value.

7. Provide a Name and a Value.

8. Save & Close the rating value. Add more rating values for your rating model.

Assign characteristics to resources

1. In Field Service, change to the Resources area.

2. In the Resource section, go to Resources.

3. From the list, select a bookable resource name.

4. In the Field Service tab, in the Characteristics section, select New Bookable Resource Characteristic.

5. Find and select the required Characteristics and add a Rating Value for the resource.

6. Select Save & Close.

Enhanced characteristics (preview)

[This article is prerelease documentation and is subject to change.]

Add more details to a resource's characteristics. That's especially useful if you want to document when a certification was issued or when it expires.

Before users can specify enhanced characteristics, a Field Service administrator has to enable the feature after updating to the early access release.

1. In Field Service, change to the Settings area.
2. Under General, select Field Service Settings.
3. On the Features tab, set Enhanced characteristics to On.

With enhanced characteristics enabled, you can append some more information to Bookable Resource Characteristic records.

A section for Supporting Information shows on the record. You can provide an ID, Issue Date, Expiration Date and a Description of a characteristic that related to a specific resource.

Assign characteristics to work orders

1. Open a work order.

2. Select Related > Characteristics.

3. On the Requirement Characteristic Associated View view, select Add New Requirement Characteristic.

4. Choose the Characteristics, an optional Rating Value and the related Resource Requirement.

5. Select Save & Close.