---
schema_version: "1"
id: eda638c1c4693c94ff6cb906d906fb3399b62a0e72fd443b44f92192c426f58b
title: Add Required Skills to Work Orders or Work Types for Field Service
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_required_skills.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_required_skills.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 483e194f32b2d52bd155704eed3a6d61ae2d4dd90001a2f4f726ec2ee2f616d8
description: Ensure that every field service appointment is assigned to a service resource with the right skills. Add skill requirements to work types, work orders, and work order line items so they can be checked against a service resource’s assigned skills.
products:
  - Field Service
release: "264"
---
# Add Required Skills to Work Orders or Work Types for Field Service

Ensure that every field service appointment is assigned to a service resource with the right skills. Add skill requirements to work types, work orders, and work order line items so they can be checked against a service resource’s assigned skills.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Field Service core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d100443e72">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d100443e72 ">To view skill requirements:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d100443e72 ">Read on the parent object (work orders or work types) AND Read on skills</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d100443e72 ">
              <p style="margin-bottom:0;" dir="ltr">To create, edit or delete skill requirements on work orders or work order line
                items:</p>
            </td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d100443e72 ">Edit on work orders AND Read on skills</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d100443e72 ">To create, edit or delete skill requirements on work types:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d100443e72 ">Edit on work types AND Read on skills</td>

          </tr>
        </tbody>
      </table>

Adding required skills to work types saves you time and keeps your business processes consistent. Work orders and work order line items inherit their work type’s required skills. For example, a refrigeration company can add a skill requirement of Refrigerator Maintenance—skill level 50—to their Annual Maintenance work type. When a call center rep creates a work order for their customer’s annual fridge maintenance, selecting that work type on the work order adds the required skill.

If the Field Service managed package is installed, you can use Guided Setup to add required skills to work types. From the App Launcher, find and open the **Field Service Admin** app, and then click the **Field Service Settings** tab. Then, click **Go to Guided Setup**, select **Create Work Types and Skills**, and enter skills in the Skill Requirements field of any work type.

You can also add required skills to work orders, work order line items, or work types from the Skill Requirements related list, outside of Guided Setup.

1. Navigate to the record that needs required skills.
2. In the Skill Requirements related list, click **New**.
3. Select a skill. When you’re not using of Guided Setup, skills must be created before they can be added as a requirement; to learn how, see [Create Skills for Field Service](https://help.salesforce.com/s/articleView?id=service.fs_create_skills.htm&release=264.0.0&type=5 "Assign skills to service resources to represent certifications or areas of expertise. Add skill requirements to work types, work orders, and work order line items to indicate the skills needed to complete the work.  If you select the Match Skill Level field in the Match Skills work rule, service appointments are only scheduled to service resources who have the same or higher skill level requirement.").
4. Enter a skill level from 0 to 99.99 based on how your business measures skill level.
5. Click **Save**. The skill now appears in the Skill Requirements related list on the record.

You can enforce skill requirements during schedule optimization using the Match Skills work rule. This rule ensures that appointments are assigned only to service resources who possess the required skills listed on the parent record. If you’re not using the Field Service managed package, skill requirements serve as a suggestion rather than a rule.

#### See Also

- [Skill Fields for Field Service](https://help.salesforce.com/s/articleView?id=service.fs_skill_fields.htm&release=264.0.0&type=5 "Skills represent certifications and areas of expertise in your field service workforce. Skills, service resource skills, and skill requirements have the following fields. Some fields may not be visible or editable depending on your page layout and field-level security settings.")
- [Create Skills for Field Service](https://help.salesforce.com/s/articleView?id=service.fs_create_skills.htm&release=264.0.0&type=5 "Assign skills to service resources to represent certifications or areas of expertise. Add skill requirements to work types, work orders, and work order line items to indicate the skills needed to complete the work.  If you select the Match Skill Level field in the Match Skills work rule, service appointments are only scheduled to service resources who have the same or higher skill level requirement.")