{"id":1214,"date":"2025-07-10T13:06:29","date_gmt":"2025-07-10T13:06:29","guid":{"rendered":"https:\/\/help.fieldax.com\/?post_type=docs&#038;p=1214"},"modified":"2025-07-10T13:07:32","modified_gmt":"2025-07-10T13:07:32","password":"","slug":"add-skills-to-service-engineers","status":"publish","type":"docs","link":"https:\/\/document.fieldax.com\/?docs=add-skills-to-service-engineers","title":{"rendered":"Add Skills to Service Engineers"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong>Understanding Skills Management<\/strong><\/h2>\n\n\n\n<p>Skills in FieldAx determine which engineers can perform specific job types. Proper skill assignment ensures:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Right engineer for each job<\/li><li>Quality service delivery<\/li><li>Compliance with regulations<\/li><li>Efficient resource utilization<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Skill Components<\/strong><\/h3>\n\n\n\n<p><strong>Skill Types<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Technical skills (HVAC repair, installation)<\/li><li>Certifications (EPA, state licenses)<\/li><li>Manufacturer authorizations<\/li><li>Soft skills (customer service)<\/li><\/ul>\n\n\n\n<p><strong>Skill Attributes<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Proficiency level (1-5 scale)<\/li><li>Certification number<\/li><li>Expiration date<\/li><li>Last verified date<\/li><\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-dots\"\/>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Adding Skills Process<\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 1: Access Skills Management<\/strong><\/h3>\n\n\n\n<p>From the Service Engineer record:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Scroll to <strong>Skills<\/strong> related list<\/li><li>Click <strong>Add Skills<\/strong> button<\/li><\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 2: Search and Select Skills<\/strong><\/h3>\n\n\n\n<p><strong>Finding Skills<\/strong><\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>In skill search dialog<\/li><li>Type skill name (e.g., &#8220;HVAC&#8221;)<\/li><li>Select from available skills:<ul><li>HVAC Installation<\/li><li>HVAC Repair<\/li><li>HVAC Maintenance<\/li><li>EPA Universal Certification<\/li><\/ul><\/li><\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 3: Add Multiple Skills<\/strong><\/h3>\n\n\n\n<p>Typical HVAC engineer skill set:<\/p>\n\n\n\n<p><strong>Technical Skills<\/strong><\/p>\n\n\n\n<p>\u2713 HVAC Installation &#8211; Level 4<\/p>\n\n\n\n<p>\u2713 HVAC Repair &#8211; Level 5<\/p>\n\n\n\n<p>\u2713 HVAC Maintenance &#8211; Level 5<\/p>\n\n\n\n<p>\u2713 Refrigerant Handling &#8211; Level 4<\/p>\n\n\n\n<p>\u2713 Electrical Work (Basic) &#8211; Level 3<\/p>\n\n\n\n<p>\u2713 Sheet Metal Work &#8211; Level 3<\/p>\n\n\n\n<p>\u2713 Brazing\/Soldering &#8211; Level 4<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Understanding Skills Management Skills in FieldAx determine which engineers can perform specific job types. Proper skill assignment ensures: Right engineer for each job Quality service delivery Compliance with regulations Efficient resource utilization Skill Components Skill Types Technical skills (HVAC repair, installation) Certifications (EPA, state licenses) Manufacturer authorizations Soft skills (customer service) Skill Attributes Proficiency level&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[10],"doc_tag":[],"class_list":["post-1214","docs","type-docs","status-publish","hentry","doc_category-workforce-management"],"year_month":"2026-05","word_count":145,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"admin","author_nicename":"admin","author_url":"https:\/\/document.fieldax.com\/?author=1"},"doc_category_info":[{"term_name":"Workforce Management","term_url":"https:\/\/document.fieldax.com\/?doc_category=workforce-management"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1214","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1214"}],"version-history":[{"count":1,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1214\/revisions"}],"predecessor-version":[{"id":1215,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1214\/revisions\/1215"}],"wp:attachment":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1214"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=1214"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=1214"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}