Manage Skills and Certifications Fields

The Manage Skills and Certifications component includes the following.

Skills and Certifications Panel

The Skills and Certifications panel includes the My Skills, My Certifications, and My Aspirations tabs, which display the five most recently updated rating records that relate to skills, certifications, or skills or certifications with the Aspirational checkbox selected.

The table below lists the columns displayed in the My Skills, My Certifications, and My Aspirations tabs.

Keys:

S - Displayed in the My Skills tab

C - Displayed in the My Certifications tab

A - Displayed in the My Aspirations tab

Skills and Certifications Panel Fields
Field		Description
Skill	S	The name of the skill.
Certification	C	The name of the certification.
Skill or Certification	A	The name of the skill or certification marked as aspirational.
Rating	S C A	The level of exposure or ability that the resource has for the skill or certification.

Buttons

The following buttons are available in the Skills and Certifications panel.

Skills and Certifications Panel Buttons
Button	Description
Manage	Opens the Manage Skills and Certifications window.

Manage Skills and Certifications Fields

The Manage Skills and Certifications window contains the Skills and Certifications grid with a series of buttons that enable you to add, delete, update, and filter the contents of the grid.

The table below shows the buttons available in the Manage Skills and Certifications window.

Manage Skills and Certifications Buttons
Button	Description
Evaluate Skills	Updates the date in the Evaluation Date column to today's date for the selected skills.
Add \|Skill or Certification	Opens the Add Skills and Certifications window.
Add \|Experience	Opens the Add Experience window.
Add \|Extracted Skills and Certifications	Opens the Extract Skills and Certifications window.
Save	Saves any changes to the content of the grid.
Resource	A drop-down list containing options to select a resource. The values are: "Me": Displays your skills, certifications, and experience. "Other": Enables a search bar to search for a resource to view skills, certifications, and experience for. This option is only available if you have the required permission control.
Group By	A drop-down list containing options to group skills and certifications in the grid. This list only displays in the Skills and Certifications tabs. The values are: "None" "Evaluation Date" "Experience" "Rating" "Type" "Evaluation Date" is the default value in the following scenarios: You open the Manage Skills and Certifications window by clicking a skill rating suggestion notification. Skills with the oldest evaluation date display first. You open the Manage Skills and Certifications window using the suggestion banner on the My Skills tab, provided that the number of skill rating suggestions is higher than the number of new skill suggestions. "Evaluation Date" is only available when "Me" is selected in the drop-down list to select a resource. "Type" is the default value in the following scenarios: Skill suggestions are not enabled. Skill suggestions are enabled and you open the Manage Skills and Certifications window by clicking: The Manage button The suggestion banner on the My Skills tab, provided that the number of new skill suggestions is equal to or higher than the number of skill rating suggestions. A new skill suggestion notification Notes: "Experience" only displays when the Experience feature is enabled. "Evaluation Date" only displays when skill suggestions are enabled.
	Deletes the selected skills or certifications.
	Opens and closes the Filters panel.
\|Add Experience	Opens the Add Experience window from a grid's row.
	Opens the Manage Attachments window.

Skills and Certifications Grid

The table below lists the columns displayed in the Skills and Certifications grid.

Keys:

H - Hidden by default

R – Read-only

Skills and Certifications Grid Fields
Tab	Column		Description
Skills	Record Type	H R	Indicates if the record is a skill or category.
Skills	Skill	R	The name of the skill.
Certifications	Attachment		The files attached to a certification.
	Certification	R	The name of the certification.
	Certified		If selected, indicates that the resource's certification record is accredited and active. If deselected, indicates that the certification is inactive.
	Expiration Date		The date that the certification expires.
Experience	End Date	R	The end date of the assignment or project task assignment.
	Experience Name	H R	The record that relates to the experience.
	Hours	R	When the related record is an assignment, this is the scheduled hours for the assignment. When the related record is a project task assignment, this is the value in the Hours field on the related assignment.
	Project Account	R	The project account that relates to the assignment or project task assignment.
	Project Account Industry	R	The industry sector of the project account.
	Project Company	H R	The Foundations company that relates to the project.
	Project Type	H R	The classification of the project related to the assignment or the project task assignment.
	Related Record	R	The assignment or project task assignment that relates to the experience.
	Skills	R	The skills included in the resource skill request associated with the resource request that relates to the assignment.
	Start Date	R	The start date of the assignment or project task assignment.
Skills Certifications	Aspiration		If selected, indicates that the resource wants to achieve the skill or certification or acquire additional knowledge in it.
	Evaluation Date		The date that the skill rating or certification was evaluated. This defaults to today's date when a skill rating is updated or a skill is added.
	Experience	R	Indicates whether the skill or certification has a related experience record. This field is hidden by default when the Experience feature is disabled.
	Hierarchy Path	H R	A concatenated list of the categories that the skill or certification belongs to in the hierarchy.
	Inactive		Indicates that the skill or certification is inactive. Note: This column is only displayed when the Hide Inactive Skills or Hide Inactive Certifications field is deselected in the Filters panel.
	Notes		Information about the skill or certification rating.
	Rating		The level of exposure or ability that the resource has for the skill or certification.
Skills Certifications Experience	Type	R	The type of the skill or certification. For experience, this indicates whether the experience relates to an assignment or a project task assignment. This is hidden by default in the Experience tab.

Manage Attachments Fields

The Manage Attachments window opens when you click in the Attachments column on the Certifications tab.

The table below lists the buttons available in the Manage Attachments window.

Buttons in the Manage Attachments Window
Button	Description
Upload Files	Enables you to upload an attachment from your device.
	Deletes the certification.
	Opens a preview of the attachment.

Add Skills and Certifications Fields

The table below lists the fields available by default in the Add Skills and Certifications window. Other columns might be displayed in the following steps:

Select Skills and Certifications: If your administrator has selected a field set in the Skill Columns Field Set field in the Manage Skills and Certifications component properties. For more information, see Manage Skills and Certifications Lightning Component Properties.
Manage Selected Skills and Certifications: If your administrator has entered a field set in the Additional Add Skills Fields field in the Skills Management custom setting. For more information, see Skills Management Settings.

Keys:

R – Read-only

S - Displayed only in the Select Skills and Certifications step

M - Displayed only in the Manage Selected Skills and Certifications step

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

Buttons

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

Keys:

S - Displayed only in the Select Skills and Certifications step

M - Displayed only in the Manage Selected Skills and Certifications step

Buttons in the Add Skills and Certifications Window
Button		Description
Add from	S	A drop-down list containing options to view skills and certifications. The values are: "Add from Hierarchy" "Add from Skill Set" "Add from Filters"
	S	Collapses all records in the hierarchy so that only the highest level records are visible. This is only available in the Add from Hierarchy and Add from Skill Set views.
	S	Opens the Filters panel. This is only available in the Add from Filters view.
Next	S	Navigates to the Manage Selected Skills and Certifications step.
	M	Deletes the selected skills or certifications.
	M	Makes a cell editable.
\|Remove	M	Deletes the skill or certification.
\|View in Hierarchy	M	Navigates back to the Add from Hierarchy view in the Select Skills and Certifications step.

Add Experience Fields

The table below lists the fields available by default in the Add Experience window. Other fields might be displayed in the Filters section if your administrator has entered a field set in the Add Skills - Filter Field Set field in the Skills Management custom setting. For more information, see Skills Management Settings.

Keys:

* – Mandatory field

A - Displayed in the Add Skills Used section

S - Displayed in the Select Past Assignment or PTA for Experience section

F - Displayed in the Filters section

Add Experience Window Fields
Field		Description
Skill or Certification	* A	The skill or certification to create a experience record for.
Record Type	A	Indicates if the selected record is a skill or certification.
Assignment	S	The assignment that relates to the experience.
Project Task Assignment	S	The project task assignment that relates to the experience.
Skill or Certification Name	F	Filters the skills returned in Skill or Certification to match the entered name.
Record Type Name	F	Filters the skills returned in Skill or Certification to match the entered record type.
Type	F	Filters the skills returned in Skill or Certification to match the selected type.

Buttons

The following buttons are available in the Add Experience window.

Add Experience Window Buttons
Button	Description
	Deletes the skill or certification.
Add More	Displays a search bar to add another skill or certification.
Add	Creates the experience record.

Select Skill or Certification Fields

The table below lists the fields available in the Select Skill or Certification window. This window opens when you click Show results for "<string>" from a search bar, in the Add Experience window.

Fields in the Select Skill or Certification Window
Field	Description
Skill or Certification Name	The name of the skill or certification.
Record Type ID	The name of the record type for the skill or certification.
Group	Picklist of certification groups.
Description	The description of the skill or certification.
Type	A set of skill types. This is used when grouping skills capacity reports.

Extract Skills and Certifications Fields

The table below lists the fields available in the Extract Skills and Certifications window. Other columns might be displayed in the Select Skill Ratings step if your administrator has entered a field set in the Additional Add Skills Fields field in the Skills Management custom setting. For more information, see Skills Management Settings. In this step, the Skill or Certification Name, Record Type Name, and Rating fields always display.

Keys:

EM - Displayed in the Select Extraction Method step

P - Displayed in the Paste Text step

S - Displayed in the Select Extracted Skills and Certifications to Match step

C - Displayed in the Complete Matched Skill and Certification Details step

Fields in the Extract Skills and Certifications Window
Field		Description
Skill and Certification Extraction Method	EM	The method to extract skills and certifications. The values are: Upload Document Paste Text This field is only available if AI is enabled in your org.
Text	E	The text to extract skills and certifications from. For example, this can be a CV or a job description.
Skill or Certification Term	S	A potential skill or certification identified in the text provided in the Enter Text step.
Record Type Name	C	The name of the record type for the skill or certification.
Skill or Certification Name	C	The name of the skill or certification.
Rating	C	The level of exposure or ability that the resource has for the skill or certification.
Expiration Date	C	The date that the skill rating or certification expires.
Evaluation Date	C	The date that the skill rating or certification was evaluated.

Buttons

The following buttons are available in the Extract Skills and Certifications window. These buttons are only available if AI is enabled in your org.

Extract Skills and Certifications Window Buttons
Button	Description
Upload Files	Enables you to upload a PDF or TXT document from your device.
Or drop files	Enables you to drag and drop, or select a PDF or TXT document from your device.

Filters Panel

The Filters panel opens when you click Filters from the Manage Skills and Certifications window and the Add from Filters view in the Add Skills and Certifications window.

The table below lists the fields available in the Manage Skills and Certifications window.

Fields in the Filters Panel in the Manage Skills and Certifications Window
Tab	Filter Field	Description
Skills	Skill	Filter the grid for the selected skills.
Skills	Hide Inactive Skills	If selected, inactive skills are excluded from the grid. Selected by default.
Certifications	Certification	Filter the grid for the selected certifications.
	Certified	Filter the grid for certifications with the Certified checkbox selected or deselected. If you select "No Preference", certifications are included regardless of whether the checkbox is selected.
	Hide Inactive Certifications	If selected, inactive certifications are excluded from the grid. Selected by default.
Skills Certifications	Type	Filter the grid for skills or certifications with any of the selected types.
	Rating	Filter the grid for skills or certifications with any of the selected ratings.
	Experience	Filter the grid for skills or certifications with or without a related experience record. If you select "No Preference", skills or certifications are included regardless of whether they have a related experience record.
	Aspiration	Filter the grid for skills or certifications with the Aspirational checkbox selected or deselected. If you select "No Preference", skills or certifications are included regardless of whether the checkbox is selected.
	Evaluation Date	Filter the grid for skills or certifications with the selected evaluation date.
	Notes	Filter the grid for skills or certifications with the entered notes.
Experience	Experience Name	Filter the grid for the selected experience.
	Related Record	Filter the grid for the experience related to any of the selected assignments or project task assignments.
	Project Account	Filter the grid for experience related to any of the selected accounts.
	Project Account Industry	Filter the grid for experience related to any of the selected project account industries.
	Project Type	Filter the grid for experience in projects with the selected type.
	Project Company	Filter the grid for experience in projects associated with any of the selected companies.
	Start Date	Filter the grid for experience related to projects with the selected start date.
	End Date	Filter the grid for experience related to projects with the selected end date.
	Hours	Filter the grid for experience related to assignments with the entered scheduled hours.
	Skills	Filter the grid for experience with skills included in the resource skill request associated with the resource request that relates to the assignment.

The table below lists the fields available by default in the Add from Filters view in the Add Skills and Certifications window. Other fields might be displayed if your administrator has entered a field set in the Add Skills - Filter Field Set field in the Skills Management custom setting. For more information, see Skills Management Settings.

Fields in the Filters Panel in the Add Skills and Certifications Window
Filter Field	Description
Skill or Certification Name	Filter the grid for the skills with the entered name.
Record Type Name	Filter the grid for skills with the entered record type.
Type	Filter the grid for skills with the selected type.

Buttons

The following buttons are available in the Filters panel.

Filters Panel Buttons
Button	Description
Apply	Updates the grid to include only skills, certifications, or experience that match all the filter criteria.
Clear	Removes all the values in the Filters panel and resets the Experience and Aspiration fields to "No preference".