Creating Categories, Skills, and Certifications

Your administrator can provide access to Category, Skill, and Certification record types to all user profiles who use the Skills and Certifications page and assign the Category layout to the Category record type. To configure categories, certifications, and skills for a hierarchy, see Setting up Categories, Skills, and Certifications.

To create a new category, skill, or certification:

  1. Click the Skills and Certifications tab.
  2. Click New.
  3. If the Select Skill/Certification Record Type page displays, select one of the following types for your new record:
    • Category
    • Certification
    • Skill
  1. Click Continue.
    2. Note:

    To display skill or certification records in the Skills Matrix and all other skills pages, you must set a record type.

  2. Complete the fields described in Skill / Certification Fields.
  3. Click Save.
  4. [Optional] To view only the skills or certifications belonging to a resource's regions, or sub-regions, assign the skill or certification to an RPGClosed Abbreviation of region, practice, group. hierarchy using the Skill/Certification Zone tab. See Skill / Certification Zone Fields.
    The new skill is now ready for rating by your resources and for requesting resources for a project or opportunity.
  5. Repeat the steps above to complete the skills hierarchy.
  6. Resources can be rated by clicking New Skill/Certification Rating on their contact record. See Managing Skills, Certifications, and Experience for Resources. Resources can then edit this rating on their contact record or on the Skills and Certification Matrix page.
Notes:
A category record cannot be changed to a skill or certification record.
A top-level or root record in the skills hierarchy must always be a category for it to have child records beneath it.
When a skill record is not a category, you cannot add children to it.

Viewing Skills Hierarchy

You can view the skills hierarchy on the Hierarchy tab:

  1. Navigate to the Skills and Certifications tab.
  2. Click on any skill name from the list.
  3. Click the Hierarchy tab to view the skill hierarchy.
  4. To expand an item, click >. To collapse, click .

The skill chosen from the Skills and Certifications list is highlighted in the hierarchy by default.