Managing Skills, Certifications, and Aspirations in the PSA Mobile Application

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

Viewing Skills, Certifications, or Aspirations

The navigation tabs of the Manage Skills and Certifications tab have list views. The list view lets you view a list containing your skills, certifications, and aspirations.

To view your skills, certifications, or aspirations:

  1. Tap the Manage Skills and Certifications tab. The Manage Skills and Certifications page displays.
  2. Tap one of the following:
    • My Skills
    • My Certifications
    • My Aspirations

The details of your skills, certifications, or aspirations are displayed. Here skill or certification rating records are displayed. By default, a maximum of 50 records are displayed.

Note: You can search to view more specific records.

Adding Skills and Certifications

You can add a skill and certification only for your default resource record.

To add a skill or certification:

  1. Tap the Manage Skills and Certifications tab. The Manage Skills and Certifications page displays.
  2. Tap one of the following:
    • My Skills
    • My Certifications
  3. Tap Add. The Add panel displays. On the Add panel, skills or certifications are sorted by default by name.
  4. [Optional] Tap in the Search box and start typing the skill or certification name you want to search. All relevant records are displayed. Your selections are retained when you have cleared the Search box.
  5. Tap the checkboxes of the skills or certifications you want to add.
  6. Tap Save. Your skill or certification rating records are added to the My Skills or My Certifications page.
    Tips:

    If Restrict Skills and Skill Sets by Role in the Skills Management custom setting is selected, only the skills and skill sets that relate to your role or the role of the resource you are adding records for are displayed. Skills and skill sets without an associated role are also displayed.
    If the disregard-skill-zones configuration option is set to false, skill zones are applied and only skills associated with your region, practice, and group are available for selection. For more information, see disregard-skill-zones and Adding a Skill or Certification Zone.

Editing Skills and Certifications

To edit skills or certifications:

  1. Tap the Manage Skills and Certifications tab. The Manage Skills and Certifications page displays.
  2. Tap one of the following:
    • My Skills
    • My Certifications
    The list of your skill or certification rating records is displayed.
  3. Tap the skill or certification rating record you want to edit. The detail page is displayed. You can tap the links in the fields to check the details of respective records.
  4. Tap Edit on the detail page. The Edit panel displays.
  5. Update the fields you want to edit.
  6. Tap Save.

Your selected skill or certification rating record is updated and the updated record is displayed on the detail page. Tap the Close button to go to the list view page.

Notes:

  • Default fields visible on the Edit panel are Rating ID, Skill or Certification, Record Type Name, Aspiration, Rating, Expiration Date and Evaluation Date. If you want additional fields, contact your administrator.

  • To add the Skill or Certification to the My Aspirations tab, select the checkbox visible on the Edit panel while editing your skill or certification rating record.

Deleting Skills and Certifications

To delete skills or certifications:

  1. Tap the Manage Skills and Certifications tab. The Manage Skills and Certifications page displays.
  2. Tap one of the following:
    • My Skills
    • My Certifications
  3. The list of your skill or certification rating records is displayed.
  4. Tap the skill or certification rating records you want to delete. The detail page displays. You can tap the links in the fields to check the details of respective records.
  5. Tap Delete on the detail page. The Delete Skill or Certification confirmation window displays.
  6. Tap Delete.
Your selected skill or certification rating record is deleted and is not visible in the list view.