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4. Click Save & New to assign more Skills to the Service Resource Record.

Upload Documents that align with assigned Service Resource Skills

1. Navigate to a Staff Contact Record and click Manage Documents Quick Actions

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2. Upload Documents that have the necessary skills assigned to them that are required on the Service Resource Record.

   1. In this example, the Service Resouce is required to be Vaccinated, we have added assigned a Vaccinated Service Resource Skill.

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3. When you upload a Vaccination document, the Service Resource Skill record will inherit the Document Expiry Date (if applicable) as the End Date.

   1. When a new Document Version is uploaded, you will need to navigate to the related Service Resource Record and click the Sync Skill End Dates Quick Action. This will ensure that the skills are up to date which is important for scheduling.

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   2. Your Service Resource is now ready to be assigned to Service Appointments that require the specific skills.