======================
Field Service - Skills
======================
.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!! This file is generated by oca-gen-addon-readme !!
!! changes will be overwritten. !!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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:target: https://odoo-community.org/page/development-status
:alt: Beta
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:target: http://www.gnu.org/licenses/agpl-3.0-standalone.html
:alt: License: AGPL-3
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:target: https://github.com/OCA/field-service/tree/12.0/fieldservice_skill
:alt: OCA/field-service
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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**
.. contents::
:local:
Installation
============
To install Field Service and have the mapping features, you need to install GeoEngine.
Please refer to the installation instructions available at:
https://github.com/OCA/geospatial/tree/12.0/base_geoengine
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 (using the territory) and having the skills
Known issues / Roadmap
======================
The roadmap of the Field Service application is documented on
`Github <https://github.com/OCA/field-service/issues/1>`_.
Bug Tracker
===========
Bugs are tracked on `GitHub Issues <https://github.com/OCA/field-service/issues>`_.
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
`feedback <https://github.com/OCA/field-service/issues/new?body=module:%20fieldservice_skill%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
Do not contact contributors directly about support or help with technical issues.
Credits
=======
Authors
~~~~~~~
* Open Source Integrators
Contributors
~~~~~~~~~~~~
* Wolfgang Hall <whall@opensourceintegrators.com>
* Maxime Chambreuil <mchambreuil@opensourceintegrators.com>
* Steve Campbell <scampbell@opensourceintegrators.com>
* Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>
Other credits
~~~~~~~~~~~~~
The development of this module has been financially supported by:
* Open Source Integrators <https://opensourceintegrators.com>
Maintainers
~~~~~~~~~~~
This module is maintained by the OCA.
.. image:: https://odoo-community.org/logo.png
:alt: Odoo Community Association
:target: https://odoo-community.org
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.
.. |maintainer-osi-scampbell| image:: https://github.com/osi-scampbell.png?size=40px
:target: https://github.com/osi-scampbell
:alt: osi-scampbell
.. |maintainer-max3903| image:: https://github.com/max3903.png?size=40px
:target: https://github.com/max3903
:alt: max3903
Current `maintainers <https://odoo-community.org/page/maintainer-role>`__:
|maintainer-osi-scampbell| |maintainer-max3903|
This module is part of the `OCA/field-service <https://github.com/OCA/field-service/tree/12.0/fieldservice_skill>`_ project on GitHub.
You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.
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"description": "======================\nField Service - Skills\n======================\n\n.. !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n !! This file is generated by oca-gen-addon-readme !!\n !! changes will be overwritten. !!\n !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!\n\n.. |badge1| image:: https://img.shields.io/badge/maturity-Beta-yellow.png\n :target: https://odoo-community.org/page/development-status\n :alt: Beta\n.. |badge2| image:: https://img.shields.io/badge/licence-AGPL--3-blue.png\n :target: http://www.gnu.org/licenses/agpl-3.0-standalone.html\n :alt: License: AGPL-3\n.. |badge3| image:: https://img.shields.io/badge/github-OCA%2Ffield--service-lightgray.png?logo=github\n :target: https://github.com/OCA/field-service/tree/12.0/fieldservice_skill\n :alt: OCA/field-service\n.. |badge4| image:: https://img.shields.io/badge/weblate-Translate%20me-F47D42.png\n :target: https://translation.odoo-community.org/projects/field-service-12-0/field-service-12-0-fieldservice_skill\n :alt: Translate me on Weblate\n.. |badge5| image:: https://img.shields.io/badge/runbot-Try%20me-875A7B.png\n :target: https://runbot.odoo-community.org/runbot/264/12.0\n :alt: Try me on Runbot\n\n|badge1| |badge2| |badge3| |badge4| |badge5| \n\nOdoo Field Service App allows to assign any FS worker to any FS order.\nFor some organizations, they cannot assign any FS worker to any order.\nThey needs to manage the skills of the FS workers and reduce the list of\npotential FS workers on an order to avoid wrong assignment and mis-configuration.\nThe skills of the selectable FS workers on a service order needs to match the\nrequired skills to perform the order.\n\nThis modules allows you to set skills on categories to automatically set those\nskills on the order. It also allows you to set the skills to the field service\nworker with their level. On the order, the list of field service workers is\nfiltered with the skills and the location so you can only assign the right\nworker to the order.\n\n**Table of contents**\n\n.. contents::\n :local:\n\nInstallation\n============\n\nTo install Field Service and have the mapping features, you need to install GeoEngine.\n\nPlease refer to the installation instructions available at:\nhttps://github.com/OCA/geospatial/tree/12.0/base_geoengine\n\nConfiguration\n=============\n\nTo configure this module, you need to:\n\n* Create or edit your categories to set skills\n* Create or edit your workers to set their skills and skill levels\n* Create or edit your territories to set their field service workers\n* Create or edit your locations to set their territories\n\nUsage\n=====\n\nTo use this module, you need to:\n\n* Create an order, set the template and the location\n\n * The categories and skills are set based on the template.\n * The field service worker is set to the preferred worker if skills matches.\n * The list of field service workers is filtered with the one serving the\n location (using the territory) and having the skills\n\nKnown issues / Roadmap\n======================\n\nThe roadmap of the Field Service application is documented on\n`Github <https://github.com/OCA/field-service/issues/1>`_.\n\nBug Tracker\n===========\n\nBugs are tracked on `GitHub Issues <https://github.com/OCA/field-service/issues>`_.\nIn case of trouble, please check there if your issue has already been reported.\nIf you spotted it first, help us smashing it by providing a detailed and welcomed\n`feedback <https://github.com/OCA/field-service/issues/new?body=module:%20fieldservice_skill%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.\n\nDo not contact contributors directly about support or help with technical issues.\n\nCredits\n=======\n\nAuthors\n~~~~~~~\n\n* Open Source Integrators\n\nContributors\n~~~~~~~~~~~~\n\n* Wolfgang Hall <whall@opensourceintegrators.com>\n* Maxime Chambreuil <mchambreuil@opensourceintegrators.com>\n* Steve Campbell <scampbell@opensourceintegrators.com>\n* Serpent Consulting Services Pvt. Ltd. <support@serpentcs.com>\n\nOther credits\n~~~~~~~~~~~~~\n\nThe development of this module has been financially supported by:\n\n* Open Source Integrators <https://opensourceintegrators.com>\n\nMaintainers\n~~~~~~~~~~~\n\nThis module is maintained by the OCA.\n\n.. image:: https://odoo-community.org/logo.png\n :alt: Odoo Community Association\n :target: https://odoo-community.org\n\nOCA, or the Odoo Community Association, is a nonprofit organization whose\nmission is to support the collaborative development of Odoo features and\npromote its widespread use.\n\n.. |maintainer-osi-scampbell| image:: https://github.com/osi-scampbell.png?size=40px\n :target: https://github.com/osi-scampbell\n :alt: osi-scampbell\n.. |maintainer-max3903| image:: https://github.com/max3903.png?size=40px\n :target: https://github.com/max3903\n :alt: max3903\n\nCurrent `maintainers <https://odoo-community.org/page/maintainer-role>`__:\n\n|maintainer-osi-scampbell| |maintainer-max3903| \n\nThis module is part of the `OCA/field-service <https://github.com/OCA/field-service/tree/12.0/fieldservice_skill>`_ project on GitHub.\n\nYou are welcome to contribute. 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