Field Service - Skills
Odoo Field Service App allows to assign any FS worker to any FS order. For some organizations, they cannot assign any FS worker to any order. They needs to manage the skills of the FS workers and reduce the list of potential FS workers on an order to avoid wrong assignment and mis-configuration. The skills of the selectable FS workers on a service order needs to match the required skills to perform the order.
This modules allows you to set skills on categories to automatically set those skills on the order. It also allows you to set the skills to the field service worker with their level. On the order, the list of field service workers is filtered with the skills and the location so you can only assign the right worker to the order.
Table of contents
Configuration
To configure this module, you need to:
Create or edit your categories to set skills
Create or edit your workers to set their skills and skill levels
Create or edit your territories to set their field service workers
Create or edit your locations to set their territories
Usage
To use this module, you need to:
Create an order, set the template and the location
The categories and skills are set based on the template.
The field service worker is set to the preferred worker if skills matches.
The list of field service workers is filtered with the one serving the location and having the skills
Known issues / Roadmap
The roadmap of the Field Service application is documented on Github.
Bug Tracker
Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.
Do not contact contributors directly about support or help with technical issues.
Credits
Contributors
-
Maxime Chambreuil <maxime.chambreuil@graymatterlogic.com>
Wolfgang Hall <whall@graymatterlogic.com>
Maxime Chambreuil <maxime.chambreuil@graymatterlogic.com>
Steve Campbell <scampbell@graymatterlogic.com>
Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>
Brian McMaster <brian@mcmpest.com>
-
Stefan Ungureanu
-
Bhavesh Heliconia
Other credits
The development of this module has been financially supported by:
Gray Matter Logic <https://www.graymatterlogic.com\>
Maintainers
This module is maintained by the OCA.
OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.
Current maintainer:
This module is part of the OCA/field-service project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
1 maintainer
Metadata
1 maintainer
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