One person's competency: a Resource holds a Skill from the catalogue at a proficiency level, optionally between a start and an end date. Technician allocation on service orders (web and mobile) counts it when it is active, in date, linked to the required skill and at or above the skill line's minimum level. Assignment rules count it when it is active, in date and at or above the rule's minimum, matching the skill by name. Appointment booking counts it when it is active and its linked skill's name matches. Skill-based queues compare only its own stored name and need a level of at least 1. Learning awards that grant a skill create one of these rows and close it when the award is revoked.
Fields
| Field | Label | Type | Required | What it does |
|---|
CreatedById | Created By | Lookup → UserAccount | Yes | |
CreatedDateTime | Created Date | DateAndTime | Yes | |
Description | Description | Text | | Free-text note. Not on the standard forms. Rows created by a learning award describe the award they came from. |
EndDate | End Date | Date | | Last day the skill counts, for example a certificate's expiry. Only on the record page. Read by technician allocation and assignment rules; queues and appointment booking ignore it. A revoked learning award sets it to the revocation date. |
ExternalId | External | Text | | Identifier from another system, for imports. Rows created by a learning award carry a reference to that award. |
Id | Id | Guid | Yes | |
IsActive | Active | Boolean | Yes | Whether the skill counts. Read by technician allocation, assignment rules and appointment booking; skill-based queues ignore it. Clear it to withdraw a skill while keeping its history. |
ModifiedById | Modified By | Lookup → UserAccount | Yes | |
Name | Name | Text | Yes | The row's name. Set automatically from the RS number series on save (replacing any typed value) while the Resource Skills Name Setting is active, as shipped, and not on the standard forms. Skill-based queues compare this text with the requested skill, so they only work after the numbering is switched off and the rows are given skill names. The allocation dialog shows it on a technician's Holds chips. |
OwnerId | Owner | Lookup → UserAccount | Yes | |
ProficiencyLevel | Proficiency Level | Number | | How proficient the person is, as a whole number on a scale your organization defines (higher is better). Starts at 0 on a new row; set 1 or more, because allocation compares it with the skill line's minimum (blank counts as 1 there) and skill-based queues require at least 1. |
RecordTypeId | Record Type | Guid, hidden | | |
ResourceId | Resource | Lookup → Resource | Yes | The person who holds the skill. Required. It is not filled in from the user who creates the row, so pick the person explicitly. |
SkillId | Skill | Lookup → Skill | | The catalogue skill held. Pick it from the list: technician allocation and appointment booking only count rows linked to a skill. |
StartDate | Start Date | Date | | First day the skill counts. Only on the record page. Read by technician allocation and assignment rules; queues and appointment booking ignore it. Blank means no start limit. |
UIProps | UI Props | Text | | |
UpdatedDateTime | Modified Date | DateAndTime | Yes | |
Actions
| Action | Label | Type | What it does |
|---|
BulkDelete | Delete | Delete | Delete the selected records. |
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
Delete | Delete | Delete | Delete |
DeleteInList | Delete | Delete | Delete in a list page |
Edit | Edit | Edit | Edit |
EditEntity | Edit | UIAction | EditEntity |
EditInLine | Edit | Edit | Edit in page. |
New | New | New | New |
