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.
| Field | Description |
|---|---|
| Full Name | The name of the resource. |
| Resource Role | The resource's role. |
| Account ID | The account that relates to the resource. |
| 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.
| 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. |
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Opens the Skills and Certifications window to view the skills and certifications associated with the resource. |
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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
| 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. |
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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.
| 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.
| 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.
| 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.
| 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. |
| 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. |
Edit Skills and Certifications Fields
The following fields are available 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:
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| 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.
| 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. |
| 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. |
Filters Panel Buttons
The following buttons are available 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. |
SECTIONS