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 and Certifications.
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. In the Skills and Certifications grid, select the relevant skills using the following views from the drop-down:

   1. Add from Hierarchy: Select skills, certifications, or categories.

      Note:

      If categories have been disabled by your administrator, only the skills and certifications within the selected category will be added. The categories themselves are not included. For more information, see Skills Management Settings.

   2. Add from Skill Set: Select skill sets or individual skill set skills.

   3. Add from Filters: Select skills and certifications by completing the following steps:

      1. Click . The filters panel opens.
      2. Complete the relevant fields.
      3. Click Apply.
      4. [Optional] Click Clear to remove the applied filters.
      5. Select the relevant skills and certifications.
   Tips:

   • The searched term match results are highlighted in yellow.
   • When you search for a skill set, the number of skills in that skill set is displayed below the skill set name.
   • Expand the categories by clicking to view the skills and certifications.
   • Click to close the expanded view.
   • To collapse all expanded categories in a selected view, click . This button is disabled for the Add from Filters view.
   • All the views have a Record Type Name column for better understanding.
   • Switching the views automatically closes the filters panel.
Note:

Skill Zone and role-based restrictions do not apply in the Select Skills and Certifications window. Skills are shown based on active or inactive status only.

6. Click Select. The skills, certifications, or categories that you selected in the previous step are displayed in the Manage Skills grid.
7. 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. Each skill or certification can only be added once.
8. [Optional] Click a suggested skill to add it to the resource request.

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

   • Click | 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 .
   • Click a suggested skill to remove it.
10. Click Save. Resource skill request records are created for each requested skill or certification. When a resource request is deleted, its associated resource skill requests are also deleted.