Associate Skills To Work Order Template

You can add a skill to the desired work order that is associated to a work order template so that the settings will be applied accordingly when you create a work order using work order template.

Steps:
  1. To associate skill to work order template:

    1. From the Work Order Templates-listing grid, select the desired work order template to which you want to associate skills.

    2. In the right pane and from the Work Orders listing grid, select the desired work order to which you want to add a skill.

    3. Under Skills section, click Add New button.

    4. In the Associated Skills snippet and from the Select Skill dropdown list, select desired category code and then click Select and Close.

    5. From the Level dropdown list, select the desired skill level.

    6. Enable Required if you want the selected skill to apply when work order is created using current work order template.

    7. On the snippet header, click Save.

    8. To associate another skill to the selected work order, click Add New button and follow the above instructions.

  2. To delete associated skill:

    1. In the Associated Skills listing grid, select the desired skill that you want to dissociate with selected work order and then on the Skills toolbar, click Delete