Skills Management Fields

The Skills Management Lightning app page includes the following fields and buttons.

Mass Manage Resource Skills Fields

The Mass Manage Resource Skills grid includes the following fields.

Fields in the Mass Manage Resource Skills Grid
Field	Description
Full Name	The name of the resource.
Resource Role	The resource's role.
Account ID	The account that relates to the resource.
Email	The email address of the resource.
Region	The region that relates to the resource.
Practice	The practice that relates to the resource.
Group	The group that relates to the resource.
Skills and Certification	The last five updated skills and certifications of the resource.

The Mass Manage Resource Skills grid includes the following buttons.

Buttons in the Mass Manage Resource Skills Grid
Button	Description
Apply Skills	Opens the Add Skills and Certifications window to add skills to the selected resources.
Delete Skills	Opens the Delete Skills window to remove skills from the selected resources.
\| View Skills	Opens the Skills and Certifications window to view the skills and certifications associated with the resource.
	Opens the filters panel to apply criteria to filter resources by.

The Add Skills and Certifications window includes the following fields.

Key: R – Read-only

Fields in the Add Skills and Certifications Window
Step	Field	Description
Select Skills and Certifications	Skill or Certification	The name of the skill or certification.
Manage Selected Skills and Certifications	Skill or Certification Name	The name of the skill or certification.
Select Skills and Certifications Manage Selected Skills and Certifications	Record Type Name	The name of the record type for the skill.
Manage Selected Skills and Certifications	Rating	The level of exposure or ability that the resource has for the skill or certification.
	Expiration Date	The date that the skill or certification rating expires.
	Evaluation Date	The date that the skill or certification rating was evaluated.

The Delete Skills window includes the following fields.

Fields in the Delete Skills Window
Field	Description
Skill or Certification Name	The name of the skill or certification.
Type	The type of the skill.
Record Type Name	The name of the record type for the skill.

The Skills and Certifications window includes the following fields.

Fields in the Delete Skills Window
Field	Description
Skill or Certification	The name of the skill or certification.
Rating	The level of exposure or ability that the resource has for the skill or certification.
Record Type Name	The name of the record type for the skill.
Last Modified Date	The last date that the skill or certification rating was updated.

The following fields are available when you click Filter .

Filters in the Filters Panel
Section	Field	Description
Resource Fields	Resource Role	The resource's role.
	Email	The email address of the resource.
	Region	The region that relates to the resource.
	Practice	The practice that relates to the resource.
	Group	The group that relates to the resource.
Skill Fields	Type	The type of the skill.
Skill Rating Fields	Evaluation Date	The date that the skill or certification rating was evaluated.
Skill Rating Fields	Expiration Date	The date that the skill or certification rating expires.

The following fields are available in the Edit Skills and Certifications window.

Edit Skills and Certifications Fields
Field	Description
Skill or Certification	Filter by the skill or certification that you select. Enter one or more characters in this field. The search is not case sensitive and the characters can appear anywhere in the search results. For example, if you enter ex, you obtain the following results: Apex ExtJS
Skill Set	Filter by the skill set that you select. Enter one or more characters in this field. The search is not case sensitive and the characters can appear anywhere in the search results.

The following fields are available when you click Filter .

Filters Panel Buttons
Button	Description
Apply	Updates the list of resources using the filter criteria specified.
Clear	Clears the filter criteria values.

The following fields are available in the Skills and Certifications section.

Skills and Certifications Section Buttons
Button	Description
All Skills	Returns resources that match all of the selected skills at the minimum rating specified.
All Essential Skills	Returns resources that match all the selected essential skills at the minimum rating specified. Notes: Your administrator must select the Enable Desirable Skills in the Skills Management custom setting to use this option. To see this option you must have more than one essential skill.
Any Skill	Returns resources that match at least one of the selected at the minimum rating specified.
Any Essential Skill	Returns resources that match at least one of the selected essential skills at the minimum rating specified. Notes: Your administrator must select the Enable Desirable Skills in the Skills Management custom setting to use this option. To see this option you must have more than one essential skill.
Edit	Opens the Edit Skills and Certifications window for you to edit the filters.

The following buttons are available in the Edit Skills and Certifications window.

Edit Skills and Certifications Buttons
Button	Description
All Skills	Returns resources that match all of the selected skills at the minimum rating specified.
All Essential Skills	Returns resources that match all the selected essential skills at the minimum rating specified. Notes: Your administrator must select the Enable Desirable Skills in the Skills Management custom setting to use this option. To see this option you must have more than one essential skill.
Any Skill	Returns resources that match at least one of the selected at the minimum rating specified.
Any Essential Skill	Returns resources that match at least one of the selected essential skills at the minimum rating specified. Notes: Your administrator must select the Enable Desirable Skills in the Skills Management custom setting to use this option. To see this option you must have more than one essential skill.
\|Remove	Removes the skill from the grid.
\|Remove Skill Set	Removes the skill set.
Cancel	Closes the Edit Skills and Certifications window.
Apply	Updates the edited filters.
	Removes the skills or certifications selected.