1. Assign user permissions.Users Who Will...Need These PermissionsEnable Field Service LightningCustomize ApplicationCreate, update, and delete skills in SetupCustomize ApplicationAssign skills to service resourcesEdit on service resourcesView resources’ skillsRead on service resourcesAdd required skills to work orders, work order line items, or work typesEdit on work orders, work order line items, or work typesView required skills on work orders, work order line items, or work typesRead on work orders, work order line items, or work types
2. Customize page layouts.Note If you have your own field service terminology, remember that you can rename an object’stab and labels. In Setup, select Rename Tabs and Labels, and enter yourown term for the object you’d like to rename.Page LayoutRecommended CustomizationsService ResourceAdd the Skills related list, which shows skills assigned to a service resource.Work OrderAdd the Skill Requirements related list, which shows skills required to complete the work order.Work Order Line ItemAdd the Skill Requirements related list, which shows skills required to complete the line item.Work TypeAdd the Skill Requirements related list, which shows skills required to complete the type of work.
3. Decide how skill levels should be determined.Skills assigned to a service resource or to a work order, work order line item, or work type can have a skill level from 0 to 99.99. For example, you can:Use the Skill Level field to indicate years of experience.Create a matrix that corresponds professional license classes to skill level numbers.TipIf you’d like to limit potential skill level values, create a validation rule that, for example, only allows multiples of 10.Create field-level help that lets your users know how skill level is determined.
4. Use the Skill Level field to indicate years of experience.
5. Create a matrix that corresponds professional license classes to skill level numbers.
6. If you’d like to limit potential skill level values, create a validation rule that, for example, only allows multiples of 10.
7. Create field-level help that lets your users know how skill level is determined.