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Compentences are used to better assign tasks to users that have the necessary knowledge and expertise to undertake them.

Manage competences

Accessing competences is done by accessing the SETTINGS > COMPETENCES menu.

In the same menu, it's possible to edit and delete the existing competences.

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Creating a competence

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To create a new competence you need to fill out following:

  • Title: The title of the competence

  • Category: The category of the competence

  • Type: Choose from one of the following options:

    • Enable/disable: Enable or disable the competence when desired
    • Multi level: Use different levels of expertise within the competence
  • Module: Choose one of the following modules you want the competence to be assigned to:
    • User
    • Equipment
    • CRM

Edit a competence

Editing a competence happens in the same menu. Just click on the pencil or directly on the title to enter edit mode.

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Assign competence

You can assign the competence, you just need to edit up to three objects:

  • User
  • Task
  • Equipment
  • CRM

User objects

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