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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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