Managing Skills, Certifications, and Experience for Resources

The PSA Manage Skills and Certifications Lightning component is available on the Services Delivery workspace. Your administrator can also place the component on Lightning app pages and Lightning home pages.

The component contains the following:

  • The Manage button, to access the Manage Skills and Certifications window. This window enables you to view and manage your own skill, certification, and experience records and, if you have the required permissions, records belonging to other resources.
  • The Last Evaluated date is displayed above the tabs, to show when the resources last updated their skills.
  • The following tabs:
    • My Skills: a list of the five most recently updated skill or certification rating records that relate to skills.
    • My Certifications: a list of the five most recently updated skill or certification rating records that relate to certifications.
    • My Aspirations: a list of the five most recently updated skill or certification rating records that have the Aspiration checkbox selected. This enables you to see at a glance the skills you want to learn or improve and the certifications you want to update or acquire.
Tip:

To mark a skill or certification as being aspirational, click Manage and select the Aspiration checkbox for the relevant entry on the Manage Skills and Certifications window.

For administrator information on configuring the component and assigning the permissions required, see Setting up the Manage Skills and Certifications Lightning Component.

Managing the Columns Displayed

To view a sub-menu with options to sort, hide, and group columns, right-click a column heading in the grid.

Note:

You cannot group by checkbox type fields.

To change the default columns that are displayed to suit your own working practices, right-click any column heading and select the columns you want and deselect the columns you don't want in the Columns sub-menu.

Your selections are retained whenever you use the same browser on the same computer.

Filtering Data

To filter data:

  1. Click Skills and Certifications | Manage on the relevant Lightning page or on the Services Delivery workspace.
  2. On any tab, click Filter button to open and close the Filters.
  3. Select the filters to filter the skills, certifications and experience and click Apply.
  4. Click Clear to remove the filters.
  5. Click Save.

For all the lookup fields, you can also click Show All Results for “ ”. The search lookup window opens with the searched string populated in the Search field and displays all related items in the grid.

Select the item from the grid that you want and click Select. The selected item is then displayed in the lookup field. For more information, see Using Advanced Lookup.

Note:

If Shield Platform Encryption is enabled in your org, the records in the Resource, Account, and Opportunity search lookup window are filtered using only the Name field in the grid.

Skills and Certifications

Experience