A Skill Requirement is a constraint added to a Work Order or Work Type specifying that only agents possessing a defined skill are eligible for the job. When the Dispatch Console or auto-scheduling system looks for available agents, it filters out any who do not have all required skills for the job. This ensures technical work is always handled by qualified personnel.
The most efficient approach is to set Skill Requirements at the Work Type level rather than on individual Work Orders. When a Work Order is created using that Work Type, the requirements are inherited automatically. This avoids dispatchers needing to remember which skills each job category needs and prevents scheduling mistakes caused by omission.
Strict Skill Requirements improve quality but can reduce scheduling flexibility, particularly when the required skill is rare in the team. Reviewing which Work Types have the highest unmet skill requirements in FSM reports helps managers prioritise training investment. Adding a secondary skill that covers a broader set of agents for lower-criticality work also helps maintain scheduling throughput.
If no available agent meets all the Skill Requirements for a Work Order, the Dispatch Console shows the job as unschedulable and alerts the dispatcher. The dispatcher can either wait for a qualified agent to become available, reassign the job to a different territory whose agents have the skill, or temporarily override the requirement with an administrative flag and a documented reason.
Yes. If skills are configured with proficiency levels (such as basic, intermediate, or expert), a Skill Requirement can specify the minimum level needed. A job requiring expert-level HVAC certification will exclude agents with only basic certification from the scheduling candidates list, even though both agents technically hold the skill.
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