Competences allows you to register and manage your employees´ employees' professionel competences, such as certifications or certain courses attended. Competences for example can be For instance, competences could be "Forklift certified" if you work with moving material in warehouses, or "Security clearance" if you work with clients that require employees to be security cleared before working at their sites.
These competences can be attached to tasks, companies or equipment in Microbizz. This serves to avoid the planning or allocation of tasks to employees without the required competences, thus ensuring compliance and quality.
Using competences in daily work
View
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list of assigned competences
Click on the USER MODULE icon - and choose SETTINGS > COMPETENCES in the top menu.
Create new competence
Click on the USER MODULE icon - the User module and choose SETTINGS > COMPETENCES in the top menu - click the NEW COMPETENCE button.
The Module dropdown menu provides three possibilities, which indicates where the competence is relevant. These are:
User - Competence is related to tasks
Equipment - Competence is related to equipment
CRM - Competence is related to companies
This determines where you indicate the competence is relevant. Below is a description of how competences are handled in the different modules.
Creating new competences connected to user will requre following:
Give the competence a title, if you wish to assign a category you can do so, it´s not required. Choose Enable/disable type unless you wish to create multilevels. Choose the user module.
Task
When assigning a required competence to a task, this prohibits the planning of task through the planning tool to employees without the competence. You can also provide the user with a warning of potentiel unskilled planning instead. See the section on "Allowing unskilled planning".
CRM
This does not do anything.
Equipment
This does not do anything.
Allowing unskilled planning
Click on the PLANNING icon - and choose SETTINGS > GENERAL in the top menu,
Choose USERS > COMPETENCES to view a list of all the users that have competence(s) assigned.
Assign competences for users
When you create/edit a user, simply (1) check the competences box(es) and/or (2) choose a level of expertise from the drop-down box, to attach them to him or her. For more on competences, please refer to the competences settings.
Assign competences to tasks, companies and/or equipment
Competences are assigned to tasks, companies and/or equipment when creating or editing these. When creating or editing these objects, find the competences list and select at least one competence required to work with the task, company and/or equipment. For more on competences, please refer to the competences settings.
Allowing unskilled planning
Click on the Planning module, choose SETTINGS > GENERAL, and choose the ADDITIONAL tab to the left. Under
Under the headline: Allow planning for users without proper skills
check mark: Unskilled planning.
you have the following option
Unskilled planning: When this setting is on, it is still possible to plan
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tasks to users, and Microbizz will simply produce a warning pop up to warn users
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about the incoming unskilled planning.
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Using competences in daily work
View competences of existing users
Click on the USER MODULE icon - choose USERS > COMPETENCES in the top menu.
Assign competences to existing users
Click on the USER MODULE icon - choose USERS > COMPETENCES in the top menu.
When the user list is displayed: Click on the NAME of the specific user you wish to assign competences too.
Click the EDIT button on the user page of the specific user
Assign relevant competences - remember to save.
If you know which user you wish to assign competences to, instead of using the competence list, you can simply search for the user you wish to assign competences to: Search for user, select and edit user.
Competences when creating a new user
When you create a new user, simple check mark the compenteces boxes on the create new user page.
Assign competences to tasks or companies
Competences are assigned to tasks, companies or equipment when creating or editing. When creating or editing the competence, find the competencies list and select one or more competencies required to work with the task.
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