A named competency in the shared skill catalogue, such as a language, a product line or a certified repair. It does nothing on its own: a Resource Skill records that a person holds it at a proficiency level, and a Skill Line records that a work item needs it at a minimum level. Technician allocation on service orders matches resource skills to skill lines through this record, appointment booking matches the linked skill's name, and assignment rules can match its name. Skill-based queues do not read it; they compare the resource skill's own stored name. Skills are maintained under Support, Settings, Skills; the record page's Related tab lists its resource skills and skill lines.
Fields
| Field | Label | Type | Required | What it does |
|---|
Description | Description | Text | | A longer description of the skill, shown in the record page header. For reference only; nothing reads it. A good place to write down the proficiency scale your team uses. |
Name | Name | Text | | The skill's name, typed by the administrator and kept as typed (the skill numbering setting is inactive as shipped). Needed to save. Assignment rules and appointment type requirements refer to the skill by this exact text (rules ignore capitals), so keep it consistent; duplicates are not prevented. |
Policy | Policy | Text | | A short free-text note, up to 100 characters, on how the skill is used or assessed. Nothing reads it: no routing, assignment, booking or allocation feature uses it. |
Actions
| Action | Label | Type | What it does |
|---|
Clone | Clone | ServerAction (Clone) | Create a copy of this record |
DeleteEntity | Delete | Delete | DeleteEntity |
DeleteHeader | Delete | Delete | DeleteHeader |
DeleteRow | Delete | Delete | DeleteRow |
EditEntity | Edit | Edit | Edit |
EditInLine | Edit | EditInline | EditInLine |
EditRow | Edit | Edit | EditRow |
NewHeader | New | New | NewHeader |
