Managing Resource Skill Requests on Resource Requests

You can specify required skills, certifications, and minimum ratings for a resource to staff a resource request by adding resource skill requests. You can also select whether all or any essential skills must be matched, and add desirable skills if an administrator has enabled them.

To view, modify, and add skills, certifications, or skill sets:

  1. From a resource request record, click Actions | Manage Skills.
  2. In the Skills Selection section, select "Skill or Certification" or "Skill Set" from the drop-down. By default, "Skill or Certification" is selected.
  3. Enter the name of the skill, certification, or skill set that you want to add.
  4. [Optional] After entering two or more characters, click Show All Results for " ". The Select Skill or Certification window opens with the searched string in the search field, and all the related items are displayed in the grid. You can amend the search term if required.

  5. Select the skill, certification, or skill set you want to add. The added skills and certifications are separated into drop-down lists of skill sets and individual skills and certifications.

    Notes:

    Each skill or certification can only be added once.

  6. [Optional] Click a suggested skill to add it to the resource request.

  7. [Optional] Do one of the following:

    • Leave All Essential Skills selected if you want the resource to have all the added essential skills.
    • Select Any Essential Skill if you want the resource to have any one of the added essential skills.

  8. [Optional] To edit the minimum rating or a skill importance, do one of the following:

    • Double-click the cell or select the cell and press Enter on your keyboard, then select an option from the picklist.
    • Select the checkboxes of the skills or certifications you want to simultaneously edit, then select the Update Selected Items checkbox and click Apply.
    Note:

    If you select Desirable for the skill importance, the minimum rating will default to --None-- and is not editable.

  9. [Optional] To remove skills or certifications, do one of the following:

    • Click Show actions | Remove Skill to remove the skill or certification, or Remove Skill Set the skill set that a skill or certification belongs to.
    • Select checkboxes of the skills or certifications you want to remove, then click Remove.
    • Click a suggested skill to remove it.
  10. Click Save. Resource skill request records are created for each requested skill or certification.