CS Skills Overview

CS skills enable you to record skills and competencies that can then be associated with:

  • CS Cloud resources to determine the skills and competencies they possess
  • Playbooks to determine the skills and competencies a resource must have to be suitable for allocation to it

When you associate a skill with a resource or playbook, you can also define the rating of the skill, which determines the level of competency that:

  • The resource has in the skill
  • Is required by the playbook

Defining skills and their ratings, and associating them with resources and playbooks, enables you to filter the resources available to allocate to playbooks based on their skills and skills ratings matching the skills and skills ratings associated with the playbook.

Associating CS Skills with CS Cloud Resources

You can associate CS skills with CS Cloud resources from the Resource Skills tab or the CS Resource Skills related list of the resource's record page. You can also specify the rating of the skill to define the resource's level of competency in it, as follows:

  • 0 - No Rating
  • 1 - Limited Experience
  • 2 - Some Experience
  • 3 - Comfortable
  • 4 - Strong
  • 5 - Expert

Associating CS Skills with Playbooks

You can associate up to 15 CS skills with playbooks from the Playbook Skills tab or the Playbook Skills related list of playbook record pages. You can also specify the rating of the skill to define the level of competency a resource must have to be suitable for allocation to the playbook, as follows:

  • 0 - No Rating
  • 1 - Limited Experience
  • 2 - Some Experience
  • 3 - Comfortable
  • 4 - Strong
  • 5 - Expert

Skills Filtering

When allocating resources to playbooks, you can filter for the most suitable resources based on their skills and skills ratings matching the skills and skills ratings associated with the playbook. All of the skills associated with the playbook are available to filter resources by.

Allocate Resources window, with all available playbook skills selected and three resources in the Available Resources table.

By default, all of the skills are selected in the Filters panel, and all of the resources that match with at least one of the playbook skills are displayed in the Available Resources table.

If you deselect a skill in the Playbook Skills section of the Filters panel, the resources that only matched with the deselected skill are removed from the Available Resources table.

If you select only Match All Selected Playbook Skills, only the resources that match with all of the skills selected in the Playbook Skills section display in the Available Resources table.

If you select only Match or Exceed Skills Ratings, only the resources that match with at least one of the selected skills and match or exceed the skill's rating display in the Available Resources table. For filtering purposes, skills that don't have ratings applied to them are classified as 0 - No Rating.

If you select both Match All Selected Playbook Skills and Match or Exceed Skills Ratings, only the resources that match with all of the selected skills and match or exceed each skill's ratings display in the Available Resources table. For filtering purposes, skills that don't have ratings applied to them are classified as 0 - No Rating.

Deleting Skills

You can delete skills from the CS skill's record page only. You can also remove skills from the skills tab or the related list of the playbook and resource's record pages so that they are no longer associated with the record. However, removing the skill from the record does not delete the CS skill record, and it can be added to other records.