Dispatch Board Upgrade – Skills View

Overview #

The Skills View is a new enhancement to the Dispatch Board that helps dispatchers instantly understand each technician’s capabilities before assigning a job. With this upgrade, dispatchers can view skills, certifications, proficiency levels, availability, and job-skill compatibility all from a single screen.

Prerequisites #

Before using the Skills View, ensure the following are configured:

Skill Setup #

• Configured the required skills in the Job Type
• Set up and assigned skills to each Service Engineer

How to Access the Skills View #

• Step 1 — Open the App Launcher #

  • Click the App Launcher in the top-left corner of Salesforce.
  • Search for “FieldAX”.

• Step 2 — Open the FieldAX Application #

  • Select FieldAX from the search results.

• Step 3 — Go to the Dispatch Board #

  • In the FieldAX navigation bar, click Dispatch Board.

• Step 4 — Select a Service Engineer #

  • From the left-side panel (or from the dispatch timeline), click on any Service Engineer.
  • A detailed side panel will open.

• Step 5 — Access the Four Available Tabs #

  • When a Service Engineer is selected, you will see four tabs:
    1. Profile
    2. Schedule
    3. Skills
    4. Related

• Step 6 — Open the “Skills” Tab #

  • Click the Skills tab.
  • The Skills View window will open.