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 Certifications The last five updated skills and certifications of the resource.

Mass Manage Resource Skills Buttons

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.
Show actions | View Skills Opens the Skills and Certifications window to view the skills and certifications associated with the resource.
Filter Opens the filters panel to apply criteria to filter resources by.

Add Skills and Certifications Fields

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 R The name of the skill or certification.
  • Select Skills and Certifications
  • Manage Selected Skills and Certifications
Record Type Name R 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.

Delete Skills Fields

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.

Skills and Certifications Fields

The Skills and Certifications window includes the following fields.

Fields in the Skills and Certifications 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.

Filters Panel Fields

The following fields are available in the filters panel.

Fields in the Filters Panel
Section Field Description
Resource Fields Resource Role The resource's role.
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 expires.
Expiration Date The date that the rating was evaluated.

Skills and Certifications Section Fields

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

Fields in the Skills and Certifications Section
Field 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:
  • You must have more than one essential skill to see this field.
  • Contact your administrator if you cannot see this field despite having 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:
  • You must have more than one essential skill to see this field.
  • Contact your administrator if you cannot see this field despite having more than one essential skill.

Edit Skills and Certifications Fields

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

Fields in the Edit Skills and Certifications Window
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.

Edit Skills and Certifications Buttons

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

Buttons in the Edit Skills and Certifications Window
Field Description
All Skills

Returns resources that match all of the selected skills at the minimum rating specified.

All Essential Skills

Returns resources that match at least one of the selected essential skills at the minimum rating specified.

Notes:
  • You must have more than one essential skill to see this field.
  • Contact your administrator if you cannot see this field despite having 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:
  • You must have more than one essential skill to see this field.
  • Contact your administrator if you cannot see this field despite having more than one essential skill.

Filters Panel Buttons

The following buttons are available in the filters panel.

Buttons in the Filters Panel
Button Description
Apply Updates the list of resources using the filter criteria specified.
Clear Clears all filter criteria values.
Edit Opens the Edit Skills and Certifications window to apply skills and certifications to filter resources by.