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fieldservice_skill
<h1 class="title">Field Service - Skills</h1>
<p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/field-service/tree/15.0/fieldservice_skill"><img alt="OCA/field-service" src="https://img.shields.io/badge/github-OCA%2Ffield--service-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/field-service-15-0/field-service-15-0-fieldservice_skill"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/264/15.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p>
<p>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.</p>
<p>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.</p>
<p><strong>Table of contents</strong></p>
<div class="contents local topic" id="contents">
<ul class="simple">
<li><a class="reference internal" href="#installation" id="id1">Installation</a></li>
<li><a class="reference internal" href="#configuration" id="id2">Configuration</a></li>
<li><a class="reference internal" href="#usage" id="id3">Usage</a></li>
<li><a class="reference internal" href="#known-issues-roadmap" id="id4">Known issues / Roadmap</a></li>
<li><a class="reference internal" href="#bug-tracker" id="id5">Bug Tracker</a></li>
<li><a class="reference internal" href="#credits" id="id6">Credits</a><ul>
<li><a class="reference internal" href="#authors" id="id7">Authors</a></li>
<li><a class="reference internal" href="#contributors" id="id8">Contributors</a></li>
<li><a class="reference internal" href="#other-credits" id="id9">Other credits</a></li>
<li><a class="reference internal" href="#maintainers" id="id10">Maintainers</a></li>
</ul>
</li>
</ul>
</div>
<a name="installation"></a>
<h2><a class="toc-backref" href="#id1">Installation</a></h2>
<p>To install Field Service and have the mapping features, you need to install GeoEngine.</p>
<p>Please refer to the installation instructions available at:
<a class="reference external" href="https://github.com/OCA/geospatial/tree/13.0/base_geoengine">https://github.com/OCA/geospatial/tree/13.0/base_geoengine</a></p>
<a name="configuration"></a>
<h2><a class="toc-backref" href="#id2">Configuration</a></h2>
<p>To configure this module, you need to:</p>
<ul class="simple">
<li>Create or edit your categories to set skills</li>
<li>Create or edit your workers to set their skills and skill levels</li>
<li>Create or edit your territories to set their field service workers</li>
<li>Create or edit your locations to set their territories</li>
</ul>
<a name="usage"></a>
<h2><a class="toc-backref" href="#id3">Usage</a></h2>
<p>To use this module, you need to:</p>
<ul class="simple">
<li>Create an order, set the template and the location<ul>
<li>The categories and skills are set based on the template.</li>
<li>The field service worker is set to the preferred worker if skills matches.</li>
<li>The list of field service workers is filtered with the one serving the
location (using the territory) and having the skills</li>
</ul>
</li>
</ul>
<a name="known-issues-roadmap"></a>
<h2><a class="toc-backref" href="#id4">Known issues / Roadmap</a></h2>
<p>The roadmap of the Field Service application is documented on
<a class="reference external" href="https://github.com/OCA/field-service/issues/1">Github</a>.</p>
<a name="bug-tracker"></a>
<h2><a class="toc-backref" href="#id5">Bug Tracker</a></h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/field-service/issues">GitHub Issues</a>.
In case of trouble, please check there if your issue has already been reported.
If you spotted it first, help us smashing it by providing a detailed and welcomed
<a class="reference external" href="https://github.com/OCA/field-service/issues/new?body=module:%20fieldservice_skill%0Aversion:%2015.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p>
<p>Do not contact contributors directly about support or help with technical issues.</p>
<a name="credits"></a>
<h2><a class="toc-backref" href="#id6">Credits</a></h2>
<a name="authors"></a>
<h3><a class="toc-backref" href="#id7">Authors</a></h3>
<ul class="simple">
<li>Open Source Integrators</li>
</ul>
<a name="contributors"></a>
<h3><a class="toc-backref" href="#id8">Contributors</a></h3>
<ul class="simple">
<li>Wolfgang Hall <<a class="reference external" href="mailto:whall@opensourceintegrators.com">whall@opensourceintegrators.com</a>></li>
<li>Maxime Chambreuil <<a class="reference external" href="mailto:mchambreuil@opensourceintegrators.com">mchambreuil@opensourceintegrators.com</a>></li>
<li>Steve Campbell <<a class="reference external" href="mailto:scampbell@opensourceintegrators.com">scampbell@opensourceintegrators.com</a>></li>
<li>Serpent Consulting Services Pvt. Ltd. <<a class="reference external" href="mailto:support@serpentcs.com">support@serpentcs.com</a>></li>
<li>Brian McMaster <<a class="reference external" href="mailto:brian@mcmpest.com">brian@mcmpest.com</a>></li>
</ul>
<a name="other-credits"></a>
<h3><a class="toc-backref" href="#id9">Other credits</a></h3>
<p>The development of this module has been financially supported by:</p>
<ul class="simple">
<li>Open Source Integrators <<a class="reference external" href="https://opensourceintegrators.com">https://opensourceintegrators.com</a>></li>
</ul>
<a name="maintainers"></a>
<h3><a class="toc-backref" href="#id10">Maintainers</a></h3>
<p>This module is maintained by the OCA.</p>
<a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a>
<p>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.</p>
<p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainers</a>:</p>
<p><a class="reference external" href="https://github.com/osi-scampbell"><img alt="osi-scampbell" src="https://github.com/osi-scampbell.png?size=40px" /></a> <a class="reference external" href="https://github.com/max3903"><img alt="max3903" src="https://github.com/max3903.png?size=40px" /></a></p>
<p>This module is part of the <a class="reference external" href="https://github.com/OCA/field-service/tree/15.0/fieldservice_skill">OCA/field-service</a> project on GitHub.</p>
<p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>