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.

Alternatively, you can export the data via to MS Excel and add it to the resource after editing. For general information on skills, see the article "Use of skills".