Edit Skills of a Resource
To edit the employee´s professional experiences (skills) go to the main menu
via the "Field Service" and choose the
under "Resource Planning". Right-click on a resource and select the "Open the resource" option. Now switch to the
section.
For a clear layout, click the "Only display categories with entries" checkbox. Open the skill categories with the help of the
-button.
Select a category and indicate the resource´s skills on a scale from 0 (no knowledge) to 9 (expert).
If the General setting "Consider target values" is active, then the target values are displayed next to the actual values. The target value means that the resource can possibly improve the skill through training or exercises, for example. The target values have no influence on other functions, but can be evaluated by statistics.
You can define the priority with which a skill should be fulfilled on a scale from 0 (very unimportant) to 99 (very important). You can evaluate this with the help of statistics.
If the General setting "Consider priority" is active, then the priorities are displayed in the outermost column of the skills.
Alternatively, you can export the actual values via
to MS Excel and add it to the resource after editing.
For general information on skills, see the article "Use of skills".