Managing Expertise in Service Team
This topic explains managing the expertise in the service team.
Adding Expertise to Service Team
To add expertise, perform the following steps:
1. Locate the Service Team by searching in the sidebar or from a list view in Service Teams tab and then click the relevant team name.
2. In the Expertise related list, click New. The Service Team name appears.
3. Enter the Skill name. You can also use the Lookup icon to find the Skill record.
4. If the Skill is specific to a technician, enter the technician's name. You can also use the Lookup icon to find the member record.
5. Enter the Skill Level. If a technician is not available, you can enter an average Skill level available in the group.
6. Enter the Availability Start Date and Availability End Date.
7. If the Skill is applicable to the entire team, leave the Technician/Equipment field blank.
8. Click Save to add the expertise.
 |
A Service team can support an unlimited number of expertise records. Repeat the above steps for each expertise you want to associate with the group. You can also click Save & New after creating a new expertise record.
|
Editing Expertise from Service Team
To edit an expertise, perform the following steps:
1. Locate the Service Team by searching in the sidebar or from a list view in the Services Teams tab and then click the relevant team name.
2. In the Expertise related list, click Edit next to the record.
3. Make necessary changes to the record, and then click Save to save the changes.
Deleting Expertise from Service Team
To delete an expertise record, perform the following steps:
1. Locate the Service Team by searching in the sidebar or from a list view in Service Teams tab and then click the relevant team name.
2. In the Expertise related list, click Del next to the record, and then click OK to confirm the deletion.