Setting Up Skill Levels

The Skill Level field identifies a technician skill level required to perform a specific task.

Skill levels are used to ensure the proper technician is assigned to a service call. With MCC calls, Service Management automatically matches the technician at the location to that maintenance task based on the skill level assigned to the technician. With non-MCC calls, the system alerts the user if the task's skill level does not match the technician's skill level.

1. Select Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Technicians > Skill Levels.
2. Enter a technician skill level and a description. An example of a skill level is SUP, with a corresponding description of Supervisor.
3. Select Save.

See Assigning skill sets to technicians for information on assigning to technicians.